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Research Reports

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Partner with a Professional Retirement Plan Advisor and Achieve Higher Participant Retirement Readiness Scores

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Case Studies

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Strategic modifications in plan design can result in improved retirement readiness for participants and reduced plan costs

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Advisor Search

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Find a retirement plan advisor tailored to best suit your retirement plan needs using our search protocol outline

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Meetings

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Keep up to date on our latest initiatives and learn how we can help fine-tune your retirement plan needs

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About The Council

home2The Council advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced, qualified retirement plan advisors, investment firms and asset managers, and defined contribution plan service providers.

The Council accomplishes this mission by its focus on:

  • Identification of duties, responsibilities and attributes of the professional retirement plan advisor.
  • Sharing our professional standards with plan sponsors who are responsible for the success of their plans.
  • Providing collective thought capital to decision makers, product providers, legislators and the public.
  • Giving voice to the retirement plan advisor community.
  • Tools to evaluate advisors, ensuring the quality of services needed for successful retirement outcomes.

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