East Granby, CT - James Kelley, President Strategic Benefit Services has joined the Retirement Advisor Council effective January 1, 2018.
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.
East Granby, CT - Kelly Majdan, AIF®, QPFA, CRPS®, has joined the Retirement Advisor Council effective January 1, 2018
East Granby, CT – The Retirement Advisor Council is pleased to announce that Transamerica Retirement Solutions has joined its Service Provider College.
East Granby, CT – The Retirement Advisor Council is pleased to announce that Pentegra Services, Inc. (Pentegra) has joined its Service Provider College.
East Granby, CT – The Retirement Advisor Council today announced that ADP® Retirement Services has joined its Service Provider College.
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.
East Granby, CT –June 22, 2017 – We are pleased to announce DST (NYSE:DST) has joined the Retirement Advisor Council as an Associate Member.
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.
East Granby, CT – Scott Sides, AIF®, CRPS®, PPC, has joined the Retirement Advisor Council effective January 1, 2017.
East Granby, CT – David Marshall, QPFC, CRPS® has joined the Retirement Advisor Council effective January 1, 2017.
East Granby, CT – Robert Massa, ChFC®, CEBS®, AIF®, CBC® has joined the Retirement Advisor Council effective January 1, 2017..
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..
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.
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.
East Granby, CT – Kent Fitzpatrick, AIFA®, ARPC, GFS®, has joined the Retirement Advisor Council effective January 1, 2017.
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.
East Granby, CT – – Joshua Ulmer, CFA®, CIMA®, CRPS®, AIF® has joined the Retirement Advisor Council effective January 1, 2017.
East Granby, CT – We are pleased to announce Columbia Threadneedle Investments has joined the Retirement Advisor Council as part of the Investment Manager college.
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.
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.
East Granby, CT –We are pleased to announce Financial Engines has joined the Retirement Advisor Council as the first Associate Member.
East Granby, CT – We are pleased to announce Fiduciary Benchmarks (FBi) has joined the Retirement Advisor Council as an Associate Member.
East Granby, CT – We are pleased to announce Fiduciary Benchmarks (FBi) has joined the Retirement Advisor Council as an Associate Member.
East Granby, CT – – We are pleased to announce BlackRock has joined the Retirement Advisor Council as part of the Investment Manager college.
