Segal is a leading, independent, employee-owned benefits, compensation and human resources consulting firm — and has been since 1939. Founded on a vision of fairness for workers, we've spent more than 85 years helping organizations of every size and sector design responsive, people-focused solutions that drive engagement, protect well-being and deliver real results. Today, more than 1,100 colleagues across North America serve thousands of clients — from corporations and public sector entities to multiemployer benefit funds, higher education institutions and professional sports organizations — with a client retention rate that reflects the depth of trust we have earned over decades. We are proud to be independent and employee-owned, which means our advice is always objective, always in our clients' best interests, and never influenced by outside ties. That independence, combined with our collaborative, one-company philosophy, is at the heart of everything we do.

We are more than 1,100 benefits, actuarial, compensation, HR, communications, technology, compliance and organizational effectiveness experts — united by a single mission. Our consultants bring deep, specialized knowledge across industries and markets, and they draw on the full breadth of the firm to build the best possible team for every client engagement. What sets us apart is not just what we know, but how we work. Our approach is collaborative, holistic and genuinely personal. We don't offer one-size-fits-all products. We work closely alongside each client to understand their unique challenges, priorities and people — then we design solutions custom-built for them. The thousands of organizations that have placed their trust in us, many for decades, are a testament to the relationships we build and the advice we deliver.

We help organizations and their people prosper through a comprehensive range of consulting services spanning health benefits, retirement planning, compensation and career strategies, HR and benefits communications, organizational effectiveness, compliance consulting, administration and technology consulting, financial well-being, benefit audits, artificial intelligence, commercial insurance brokerage, property and casualty insurance, and investment solutions. Our experience spans many sectors — public and private, large and small — including multiemployer plans, higher education, healthcare, public sector, architecture and engineering, energy, professional services, sports organizations, technology, media and telecom, and training funds. From helping workers access affordable health coverage to designing retirement plans that secure financial futures, everything we do is aimed at ensuring the health, well-being and financial security of the people our clients are responsible for.

This is our mission — and it is not a tagline. It is the direct inheritance of our founder Martin E. Segal's conviction that every worker deserves fair access to quality benefits, regardless of their industry, income or background. From the moment he met workers at the docks in New York City to sign them up for health coverage they had been denied, Segal has been driven by one overriding goal: to change lives for the better. More than 85 years later, that founding belief still animates everything we do. Our solutions bring millions of people peace of mind — security in their health, their retirement and their financial futures. We remain committed to that purpose with every recommendation we make and every relationship we build.

Our values are not aspirational posters on a wall — they are the principles we actively live by, day in and day out. Respect means we honor each other's perspectives and treat everyone, colleagues and clients alike, fairly and with dignity. Objectivity means that as an employee-owned firm, we remain free from outside influences and bring a genuinely independent perspective to every assignment. Quality means rigorous standards: formal quality control processes, multiple levels of peer review on all actuarial work, strong cybersecurity practices and a Segal Star Award that recognizes colleagues who go above and beyond. Learning means we are a continuously evolving organization — with companywide training, professional credentials support, formal management development and expert-led practice sessions throughout the year. Cooperation means drawing on talent from across the firm in a true one-company philosophy, where the best team wins every time. And Opportunity means creating real paths for every colleague to grow, advance and reach their full potential.

Clients come to us because we care about what they care about — and because our independence means our advice is never compromised. As an employee-owned firm, we have no financial ties to vendors, insurers or investment managers that might skew our recommendations. Every solution we design is built specifically for the organization in front of us, drawing on expertise from across our practices and regions. Our consultants are recognized authorities in their fields, regularly sought out by leading publications — from NPR and Bloomberg to Forbes, SHRM, the New York Times and USA Today — for their expertise on health costs, retirement strategy, compensation trends, compliance and more. And our results speak: a client retention rate that reflects the lasting trust we've earned, relationships that span decades, and a track record of innovative solutions across some of the most complex benefits and HR challenges in the country.

At Segal, the mission to improve lives extends well beyond our clients. We actively encourage our colleagues to contribute to the communities where they live and work — through fundraising, volunteerism and civic engagement. Our business resource groups take a leading role in charitable giving, and our colleagues have ranked among the top fundraisers for initiatives such as the New York Cares Coat Drive. Teams across our Boston, Chicago, New York and San Francisco offices participate in the J.P. Morgan Corporate Challenge races, raising money for local nonprofits. The Defined Contribution Institutional Investment Association (DCIIA) has recognized Segal and Segal Marco Advisors colleagues for their workplace and community advocacy four consecutive years running — a reflection of the genuine commitment our people bring to building stronger, more equitable communities.

We believe that bringing a range of professional and lived experiences to our consulting makes us better advisors — and better colleagues. That belief is embedded in our value of opportunity and in every program we run. Our Opportunity and Community Council provides oversight and direction for programs that support opportunity, development and a sense of belonging for all colleagues. Our employee-formed business resource groups create space for every voice, organizing education, networking and community-building events that are open to all. Every colleague is welcome — and encouraged — to fully participate in every BRG. Our weekly companywide Candid Conversations allow all employees to share perspectives and learn from one another across levels and functions. Through campus recruiting, a growing paid internship program and structured career development tools like our Career Navigator, we work to ensure that the door is open to everyone and that every person who walks through it has a genuine opportunity to thrive.