About

who we are

New England Retirement Consultants, LLC was founded in 2006 as an Independent Registered Investment Advisory firm. We do not have any Broker-Dealer affiliations.

New England Retirement Consultants has unique strengths. Our consultants are all senior-level and average 25 years as industry leaders. We serve legal, financial, healthcare and higher education institutions and foundations.

Improving plans for tomorrow is the goal as we provide forward-focused solutions that are fresh and innovative.

Our consultants have been solving problems for a long time
Our consultants have been solving problems for a long time

our team

New England Retirement Consultants

Glenn A. Jensen

Glenn A. Jensen is a Registered Investment Advisor and has earned the Accredited Investment Fiduciary® professional designation from Fiduciary360.

Glenn A. Jensen

Glenn A. Jensen is a Registered Investment Advisor and has earned the Accredited Investment Fiduciary® professional designation from Fiduciary360. He has received formal training in investment fiduciary responsibility. He has been providing retirement solutions for over 30 years beginning with TIAA-CREF. Before founding New England Retirement Consultants, Glenn was Vice President, New England Retirement Services office for Principal Financial Group. In addition to in depth plan design and investment advisory and consulting for 401k and 403b programs, Glenn has worked with clients with defined benefit plans for 25 years. He is an active member of New England Employee Benefits Council, Society for Human Resource Management and Healthcare Financial Management Association. He has completed the Callan College for Fiduciary Training and graduated with a BA from the City University of New York. Contact
[email protected]

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New England Retirement Consultants

Jay Gepfert

Jay Gepfert, Managing Director, has 25 years of experience working with 403(b), 401(k), and pension plans.

Jay Gepfert

Jay Gepfert, Managing Director, has 25 years of experience working with 403(b), 401(k), and pension plans.  Based on Jay’s specific experience of implementing and consulting with corporations, his clients get an insider’s perspective on the retirement plan industry. 

Before joining New England Retirement Consultants, Jay was a Director at Russell Investments, a leading international investment consulting firm. His primary responsibilities included working with investment committees to establish fiduciary guidelines and best retirement plan practices properly. Included was the formation and oversight of investment policy statements, asset allocation, committee member education, investment selection, recordkeeping, and fee management. Jay earned his Certified Investment Management Analyst designation at the Wharton School of Business to assist his clients in evaluating and selecting investments in retirement plans.

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New England Retirement Consultants

Chris Cappello

Chris has over 20 years of consulting experience in the institutional retirement plan industry.

Chris Cappello

Chris has over 20 years of consulting experience in the institutional retirement plan industry. Prior to joining New England Retirement Consultants in January 2014, he was Managing Director of Large Market Institutional Sales with MassMutual Retirement Services and similarly with Principal Financial Group. With both firms, he consulted on 401(k), 403(b), Pension and Non-Qualified plans. He has expertise in the areas of fiduciary governance, plan design, investment due diligence, compliance, employee education, participant retirement readiness and vendor pricing. Chris earned his Accredited Investment Fiduciary Designation from fi360. He graduated from Villanova University with a BS in Business Administration. He is currently a board member serving on the finance committee at the Cutchins Programs for Children & Families located in Northampton MA. Chris can be reached at [email protected]

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New England Retirement Consultants

Doris V. Ferullo

Doris V. Ferullo has over 25 years experience as a senior operations and financial executive in healthcare organizations.

Doris V. Ferullo

Doris V. Ferullo has over 25 years experience as a senior operations and financial executive in healthcare organizations. Most recently, as the Chief Administrative & Financial Officer, of the Massachusetts Hospital Association, Doris had responsibility that included financial and human resources of the Association. She has extensive experience in all facets of retirement programs (both qualified and non-qualified) and HR functions. Doris interacted with CEO’s of healthcare organizations in both the profit and non-profit healthcare environment. Doris graduated from Salem State College and resides in Middleton, MA. Doris can reached at [email protected]

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New England Retirement Consultants

Linda L. Bournival

Linda L. Bournival, FSA, is a Consulting Actuary with over 30 years of consulting experience working with a wide range of retirement plan clients and issues.

Linda L. Bournival

Linda L. Bournival, FSA, is a Consulting Actuary with over 30 years of consulting experience working with a wide range of retirement plan clients and issues. Her experience includes consulting and actuarial services for private and public pension plans and post-employment benefit programs. Linda has been involved considerably in the pension and OPEB arena since 1988.

Her participation has ranged from actuarial valuations of numerous retirement systems and OPEB programs for public and private pensions to design, analysis, and review of pension systems and retiree medical programs. Linda is a Fellow of the Society of Actuaries and Conference of Consulting Actuaries, an Enrolled Actuary under ERISA, and a member of the American Academy of Actuaries. She graduated magna cum laude from Providence College in 1982, earning a Bachelor of Arts in Mathematics.

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New England Retirement Consultants

JOHN F. (JACK) BARRY

Jack Barry served as the American Hospital Association’s Regional Executive in New England from 1996 to 2020.

JOHN F. (JACK) BARRY

Jack Barry served as the American Hospital Association’s Regional Executive in New England from 1996 to 2020. His primary responsibilities included: working with the six-state hospital associations and member hospitals in New England to conduct grassroots advocacy on federal issues of importance to hospitals; staffing the Regional Policy Board for New England, the key forum for shaping the American Hospital Association’s policies, and representing AHA services and products to AHA members and state associations. 

Barry received an M.B.A. with a concentration in healthcare management from Boston University in 1991 and a B. An in journalism from the George Washington University in 1976.

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