Ground-breaking International Retirement Offering
MBWL International, the leading independent global consulting firm for pensions and employee benefits, today announced it has successfully advised the David Weekley Family Foundation (DWFF) on the selection of an International Retirement Plan for its non-profit partners employing individuals in multiple countries around the world, with a focus on Sub-Saharan Africa.
Following a lengthy, in-depth selection exercise MBWL and DWFF are delighted to announce Alexander Beard’s International Retirement Plan to be their plan of choice.
DWFF’s initiative and vision, in both sourcing and financially supporting this plan for their member organisations, is truly ground-breaking. It results from their desire to support the financial wellbeing of potentially thousands of team members working in their partner organisations, in locations where high-quality, long-term savings opportunities are not typically available or cost effective.
MBWL provided strategic advice and guidance to DWFF during the selection process to address their specific requirements. They continue to support the Foundation including communications to partner organizations and Plan members.
“MBWL International has demonstrated exceptional expertise and innovative thinking,” explains Katie Macc, Investment Director at DWFF. “They have listened and thought ‘outside the box” to help us select the best International Retirement Plan to meet our specific needs. Above all they have been true partners in helping us achieve our overarching goal – to help team members access cost-effective opportunities that embrace the potential for long term wealth building and financial stability, regardless of country of origin or work location.”
“We have selected Alexander Beard’s plan because of their outstanding experience in the non-profit sector, compelling value proposition and their flexibility and innovation. We want this Plan to grow significantly and be sustainable over the long term, and we look forward to working with MBWL and Alexander Beard on that journey.”
John-Paul Augeri, Managing Director at Milliman and MBWL, remarks “The David Weekley Family Foundation is a wonderful organization that, like MBWL, is truly committed to the financial wellbeing of people everywhere, they have shown vision, innovation and generosity in support of their partner organizations and their outstanding team members.”
Isabel Coles, Head of International Consulting at MBWL, adds “Our goal has always been to provide first class service and value to support DWFF’s mission and objectives in a highly proactive way, and meet their unique requirements. It’s been a pleasure to support DWFF to date and we look forward to supporting their outstanding team going forward.”
Paul Beard, Founder and Executive Chairman of Alexander Beard, comments, “We are delighted that our long standing expertise and reputation in the international NGO marketplace has been recognised by the recommendation from MBWL to DWFF to select our International Retirement Plan. We very much look forward to working together over the long term.”
For further information:
John-Paul Augeri
Managing Director
Global EB Consulting Leader
+1 347 541 1146
johnpaul.augeri@milliman.com
Isabel Coles
Head of International Consulting
+44 20 3949 5710
isabel.coles@mbwl-int.com
About The David Weekley Family Foundation
The David Weekley Family Foundation was founded in 1991 by David and Bonnie Weekley. The Foundation invests time, treasure and talent in organizations that promote human flourishing. The Foundation makes grants to nonprofits with scalable, innovative solutions to problems facing those living in poverty in Sub Saharan Africa, India, and SE Asia.