Liberty Company swoops for Chicago firm

Partnership will allow firm "to reach far greater heights", says business leader

Liberty Company swoops for Chicago firm

Mergers & Acquisitions

By Ryan Smith

The Liberty Company Insurance Brokers has announced a partnership with Chicago-based Shore Tompkins Actuarial Resources.

Led by Neil M. Shore and Kathleen J. Tompkins, Shore Tompkins designs and administers all major types of retirement and pension programs, including 401k, 403b, and cash-balance plans. The firm also offers consultations utilizing more than 50 years of combined experience. Shore Tompkins serves financial advisors and plan sponsors in need of clarification, perspective and guidance.

“The partnership with Liberty Company will enable Shore Tompkins Actuarial Resources to reach far greater heights by building a national retirement plan consulting platform while providing long-term security and attractive career paths for our professionals,” Shore said.

“We are excited to find a partner like Liberty that embraces the entrepreneurial spirit and also aligns with our core values,” Tompkins said. “Our people are what make us a success, and it was apparent that Liberty feels the same way.”

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