Retirement Advisor Council - News

Retirement Advisor Council Elects Executive Board Members Troy Redstone, Sharon Schmid, and Eric Garofalo

Details: Created: Tuesday, 20 March 2018 09:00

East Granby, CT - The members of the Retirement Advisor Council have elected Troy Redstone, Sharon Schmid, QPFC , and Eric Garofalo to its Executive Board. Troy Redstone, AIF^®, CFEI^®, CBFA^®, CPFA^®Principal, PHD. Retirement Consulting¹, will represent the Advisor College. Sharon Schmid, Senior Vice President, Retirement Plans Consultant, Robert W. Baird & Co. Incorporated², will represent the Practice Leader College. Eric Garofalo, Senior Relationship Manager, Firm Relations, Principal Financial Group³, will represent the Service Provider College.

Kelly Majdan, AIF®, QPFA, CRPS® joins the Retirement Advisor Council

Details: Created: Thursday, 01 March 2018 09:00

East Granby, CT - Kelly Majdan, AIF®, QPFA, CRPS®, has joined the Retirement Advisor Council effective January 1, 2018

Retirement Advisor Council Welcomes Transamerica to its Membership

Details: Created: Wednesday, 27 December 2017 09:00

East Granby, CT – The Retirement Advisor Council is pleased to announce that Transamerica Retirement Solutions has joined its Service Provider College.

Retirement Advisor Council Welcomes Pentegra Services to its Membership

Details: Created: Monday, 11 December 2017 09:00

East Granby, CT – The Retirement Advisor Council is pleased to announce that Pentegra Services, Inc. (Pentegra) has joined its Service Provider College.

Retirement Advisor Council Welcomes ADP Retirement Services to its Membership

Details: Created: Wednesday, 15 November 2017 08:45

East Granby, CT – The Retirement Advisor Council today announced that ADP® Retirement Services has joined its Service Provider College.

CUNA Mutual Retirement Solutions Joins The Retirement Advisor Council

Details: Created: Monday, 13 November 2017 08:45

East Granby, CT –November 13 2017 – We are pleased to announce CUNA Mutual Retirement Solutions has joined the Retirement Advisor Council as part of our Service Provider College.

DST Joins the Retirement Advisor Council

Details: Created: Thursday, 22 June 2017 09:00

East Granby, CT –June 22, 2017 – We are pleased to announce DST (NYSE:DST) has joined the Retirement Advisor Council as an Associate Member.

Survey Finds Tangible Business Benefits For CFOs From Partnering With Retirement Plan Advisor

Details: Created: Wednesday, 07 June 2017 09:00

East Granby, CT –June 14, 2017 – Employers that sponsor retirement savings plans are better able to control future labor costs by partnering with a knowledgeable financial advisor, according to a new study commissioned by the Retirement Advisor Council.

Scott Sides, AIF®, CRPS®, PPC joins the Retirement Advisor Council

Details: Created: Wednesday, 05 April 2017 09:00

East Granby, CT – Scott Sides, AIF^®, CRPS^®, PPC, has joined the Retirement Advisor Council effective January 1, 2017.

David Marshall, QPFC, CRPS® has joined the Retirement Advisor Council

Details: Created: Monday, 27 March 2017 10:00

East Granby, CT – David Marshall, QPFC, CRPS® has joined the Retirement Advisor Council effective January 1, 2017.

Robert Massa, ChFC®, CEBS®, AIF®, CBC® has joined the Retirement Advisor Council

Details: Created: Monday, 27 March 2017 09:30

East Granby, CT – Robert Massa, ChFC®, CEBS®, AIF®, CBC® has joined the Retirement Advisor Council effective January 1, 2017..

Retirement Advisor Council Requests 266-Day Delay of Regulation Defining “Fiduciary” Under ERISA

Details: Created: Tuesday, 14 March 2017 09:50

East Granby, CT – Comments the Council submitted today to the U.S. Department of Labor regarding the proposed rule extending the applicability date of the regulation defining who is a “fiduciary” under the Employee Retirement Income Security Act (ERISA) and the Internal Revenue Code of 1986, the Council requested a 266-day delay of implementation to the first business day following January 1, 2018, and a 120-day extension to August 8, 2017 of the period to provide additional comments..

Rich Sotell Wins Retirement Advisor Council 2017 SUCCESS! Award

Details: Created: Monday, 06 March 2017 09:50

East Granby, CT – We are pleased to announce Rich Sotell of The Kraematon Group of Wellesley, Massachusetts is this year’s recipient of the SUCCESS! Award recognizing his achievement as a Professional Retirement Plan Advisor.

Tom Hoffman of KAF Financial Advisors Winner of 2016 SUCCESS! Award

Details: Created: Monday, 06 March 2017 09:24

East Granby, CT – Today, the Retirement Advisor Council announced that financial advisor Tom Hoffman of KAF Financial Advisors has been named winner of the 2016 SUCCESS! Award.

Kent Fitzpatrick, AIFA®, ARPC, GFS® of Asset Strategy Consultants Joins the Retirement Advisor Council

Details: Created: Monday, 06 March 2017 09:14

East Granby, CT – Kent Fitzpatrick, AIFA®, ARPC, GFS®, has joined the Retirement Advisor Council effective January 1, 2017.

TIAA Joins the Retirement Advisor Council

Details: Created: Wednesday, 22 February 2017 16:20

East Granby, CT – – We are pleased to announce TIAA has reinforced and broadened its longstanding membership with the Retirement Advisor Council to become an Enterprise member.

Joshua Ulmer, CFA®, CIMA®, CRPS®, AIF® has joined the Retirement Advisor Council

Details: Created: Wednesday, 22 February 2017 15:10

East Granby, CT – – Joshua Ulmer, CFA^®, CIMA^®, CRPS^®, AIF^® has joined the Retirement Advisor Council effective January 1, 2017.

Columbia Threadneedle Investments Joins the Retirement Advisor Council

Details: Created: Wednesday, 25 January 2017 09:45

East Granby, CT – We are pleased to announce Columbia Threadneedle Investments has joined the Retirement Advisor Council as part of the Investment Manager college.

Jenny Yun Hunter, CRPS, joins the Retirement Advisor Council effective January 2017

Details: Created: Wednesday, 25 January 2017 09:45

East Granby, CT – The Retirement Advisor Council announced today that Merrill Lynch Financial Advisor, Jenny Yun Hunter has joined the Retirement Advisor Council after being nominated for a seat in November 2016. The Retirement Advisor Council is a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced, qualified retirement plan advisors, investment managers and defined contribution plan service providers.

Treasury Partners’ Steve Bogner, C(k)P Joins Retirement Advisor Council

Details: Created: Wednesday, 25 January 2017 09:45

East Granby, CT – The Retirement Advisor Council is pleased to announce that Steve Bogner has been granted membership on the Council. His application was approved based on a comprehensive review process, which considered numerous factors, including his experience and accomplishments as a consultant to retirement plan fiduciaries.

Financial Engines Joins the Retirement Advisor Council

Details: Created: Wednesday, 25 January 2017 09:45

East Granby, CT –We are pleased to announce Financial Engines has joined the Retirement Advisor Council as the first Associate Member.

Fiduciary Benchmarks Joins the Retirement Advisor Council

Details: Created: Wednesday, 25 January 2017 09:45

East Granby, CT – We are pleased to announce Fiduciary Benchmarks (FBi) has joined the Retirement Advisor Council as an Associate Member.

Michael Malz, CFP®, CRPS®, has joined the Retirement Advisor Council effective January 2017

Details: Created: Wednesday, 25 January 2017 09:45

East Granby, CT – We are pleased to announce Fiduciary Benchmarks (FBi) has joined the Retirement Advisor Council as an Associate Member.

BlackRock Joins the Retirement Advisor Council

Details: Created: Wednesday, 25 January 2017 09:45

East Granby, CT – – We are pleased to announce BlackRock has joined the Retirement Advisor Council as part of the Investment Manager college.

Hartford Funds joins the Retirement Advisor Council

Details: Created: Friday, 06 January 2017 08:00

East Granby, CT – We are pleased to announce Hartford Funds has joined the Retirement Advisor Council as part of the Investment Manager college.

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