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Please contact the Regional G&W Office in your area for assistance with your group’s employee benefit
planning and service needs. I am available to help Gardner & White clients with general questions and
concerns regarding benefit plan regulation and compliance.
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Steven M. Bulloff, J.D., FLMI, CEBS
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General Counsel and Compliance Officer
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Mr. Bulloff is a Gardner & White Vice President, General Counsel and National Practice Manager
in the areas of actuarial, compliance and ERISA services. His responsibilities include providing
Gardner & White representatives and their clients with a direct, informed resource for interpreting
local and national benefit regulation and compliance requirements that are essential to keeping benefit
plans on solid footing.
Steve is a Registered Principal and Chief Compliance Officer for G&W Equity Sales, Inc., Gardner & White’s
affiliated securities Broker/Dealer, and corporate Secretary for all of the Gardner & White companies. He
has practiced in the field of employee benefits and general corporate law since 1979. He is a graduate of the
University of Cincinnati College of Law, has a B.A. from Indiana University and an M.S.L.S. from Case Western
Reserve University.
In addition, Steve is a member of the International Foundation of Employee Benefit Plans and the International
Society of Certified Employee Benefit Specialists. He has earned the FLMI designation from the Life Office
Management Association and the Certified Employee Benefits Specialist designation from the International Foundation
of Employee Benefit Plans.
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