Brochures
Investor Questionnaire
Discover the style of investing that is right for you and your financial goals with this short questionnaire.
2020 Municipal Pension & OPEB Report
Our second annual Municipal Pension & OPEB Report provides findings on pension and OPEB plans throughout Connecticut
Your role as a fiduciary
Our guide provides practical information to help you better understand this important function and the actions needed to remain compliant with your fiduciary duties.
Plan termination Guide
This guide is designed to help plan sponsors better understand plan termination best practices to ensure a smooth and predictable termination process that meets high standards for efficiency, quality, and communication with employees.
Strategic Elements. Outstanding Results.
Identify the principal concerns most affecting your organization. Formulate solutions that provide the basis of today’s planning while providing a foundation for the future. Achieve, and then exceed, each and every goal.
2020 Compliance Calendar for defined contribution plans
As a retirement plan sponsor, you juggle many tasks. One of the most important is ensuring that your plan is compliant with all pertinent federal and local regulations.
2019 year in review
Last year brought exciting change to H&H as we relocated to a larger, more contemporary office and welcomed a number of new retirement experts to our team, further positioning us as a leader within the industry
2019 Municipal Pension & OPEB Report
Hooker & Holcombe is pleased to share with you our 2019 Municipal Pension & OPEB Report.
2018 Year in review
This collaboration exemplifies how we came together as one company to deliver value to our clients while also giving back to the communities where we live and work.
Retirement Services Brochure
It's not only about administering plans. It's about identifying possibilities that help our clients achieve and exceed each and every goal.
2017 Year in review
In these changing times, our clients benefit even more from our customized solutions, unmatched expertise and our transparent business practices.
CT Teachers' 403(b) Plans
Together, H&H and OMNI deliver a comprehensive solution for Connecticut schools and their employees.