Articles & Releases

ITASCA, Ill., Dec. 19, 2013 /PRNewswire/ -- Arthur J. Gallagher & Co. (NYSE: AJG) today announced the acquisition of Longfellow Financial, LLC of Boston, Massachusetts. Terms of the transaction were not disclosed.
Published November 25, 2013 in Employee Benefit News - Article by David Boucher
On July 22, 2013, the Department of Labor (“DOL”) provided relief to plan administrators in the form of Field Assistance Bulletin (“FAB”) 2013-02.
On June 26, 2013 the U.S. Supreme Court, in a 5-4 decision, held that the federal Defense of Marriage Act (DOMA) was unconstitutional. Under DOMA, the words marriage and spouse in any federal law or regulation referred only to a spouse of the opposite sex.
Article is by Adam Miloro and can be found in Employee Benefit Views published on 5/15/13.
Adam Miloro of Milton, Mass., a senior consultant with Longfellow Advisors in Boston, was granted the Certified Financial Planner™ (CFP®) designation by the Certified Financial Planner Board of Standards. 
BOSTON—January 4, 2011— The Longfellow Benefits Retirement Team (now known as Longfellow Advisors), was named to PLANADVISER’s Top 100 Advisers and Adviser Teams for retirement plans in the United States. The team includes David Boucher, Kendall Storch, Adam Miloro, Larry Karle and Vincent Smith. They were one of five teams named in the $2 billion to $3 billion in assets under advisement category.
David Boucher, Kendall Storch, Adam Miloro and Larry Karle of Longfellow Benefits, a Boston employee benefits consulting and brokerage firm, were named to the list of the 300 Most Influential Advisors in Defined Contribution by the 401kWire.Sponsored by the 401kWire, 401kExchange and The Boston Research Group annually, the Top 300 recognizes leaders and top performers in the group retirement industry.  401(k) industry insiders nationally cast more than 75,000 votes to choose the Top 300. 
David Boucher, Principal IFEBP Benefits & Compensation Digest, November 2010
Larry Karle, Senior Consultant Human Resource Executive Online, October 2010
Larry Karle, Senior Consultant Employee Benefit Plan Review, June 2010
Adam Miloro, Senior Consultant Employee Benefit Plan Review, March 2010
BOSTON, MA, (February 19, 2010)—The American Society of Pension Professionals & Actuaries (ASPPA) announced that Kendall Storch, senior vice president at Longfellow Benefits in Boston, is one of three finalists in the running for The 2010 Morningstar-ASPPA 401(k) Advisor Leadership Award.
Kendall Storch, Principal, quoted in this article from DailyFinance.com in January 2010.
David Boucher, Principal, quoted in this article from Human Resource Online, December 2009.
Larry Karle, Senior Consultant, quoted in this article from Human Resource Executive Online, October 2010.
In 2008, Longfellow provided the funding for the construction of the Longfellow/Santa Rosita Bridge in Yoro, Honduras, allowing an extremely poor and isolated community easier access to humanitarian aid and other basic services most of us take for granted. The project was called GOAL Honduras. The aim of the project was to improve access in 11 communities around the village of Santa Rosita in Yoro (2,207 persons).
David Boucher, Principal Employee Benefit Plan Review, February 2009