Ed Dellheim

Ed is a consultant with North Highland and has 19 years of experience in Financial Services. He has worked in Retail, Mortgage, Commercial and Investment Banking across the front, middle and back offices with specific expertise in Strategic Planning & Business Model Development. He is a member of the DCIIA Public Policy Committee.

Don’t Roll Over

A recent GAO report titled, “Labor and IRS Could Improve the Rollover Process for Participants” was presented at the last Defined Contribution Institutional Investment Association (DCIIA) Public...

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