Dare To Be Different
To improve retirement outcomes
people need to change their saving and investing behavior.
Plan advisors are the front line leaders
in helping employers and workers change for the better.
We help advisors and other retirement plan service providers
to engage, educate and empower their clients to make necessary changes.
All of Our Services Meet STAR QualityTM Standards
so they can be
so they can be
so they deliver
so they meet your
Our focus is studying how individuals and organizations can achieve more successful outcomes by improving the way in which they make decisions.
Our business is developing decision support tools that enable financial service providers to better serve their customers, strengthen competitiveness and increase their profitability.
The benefits of using our services are:
- higher revenue
- lower risk
- stronger competitive advantage
We love to take on new challenges and have a track record of using proven methods in creative ways to solve difficult problems or open up new opportunities.
If you are searching for new revenue opportunities, facing a difficult competitive challenge, or are just curious about what innovative services we have in the pipeline, we would love to hear from you.
Meet The Team
Richard’s professional career spans more than 30 years working in the US, Europe, Asia and Africa.
He has particular expertise in developing, marketing and managing innovative financial products and investment strategies. He has also gained strategic planning and operational management experience by establishing and growing a number of global businesses for the institutions where he has worked.
Immediately prior to founding Bdellium, Richard was a Managing Director of the Deutsche Bank group, a member of the Group’s management committee in Japan and Global Head of Structuring and Marketing for Alternative Investment Strategies.
Dorann is a retirement consultant dedicated to fiduciary protection of plan fiduciaries (sponsors, committee members, fiduciary advisors) and SmartPenion DB plans. She is working closely with Bdellium to provide fiduciaries with superior decision-support tools.
Dorann has been nationally recognized throughout the retirement industry, a frequent and keynote speaker on the retirement industry at national conferences and seminars. She was inducted to the PLANADVISER’s Hall of Fame, named Retirement Advisor of the Year by PLANSPONSOR magazine, and 401k Wire’s 50 most influential people in the 401k retirement industry and has testified in front of the USDOL.
Carl is a software developer who has worked with software in a variety of capacities including as an independent developer and CTO of a VC-funded startup. After graduating from Oxford with a First in Engineering & Computing Science, he worked as a management consultant in London before leaving to focus fully on technology and software development 7 years ago.