National Retirement Practice Leaders

Council membership consists of representatives of four Colleges:

  • Advisor College
  • Practice Leader College
  • Investment Manager College
  • Service Provider College

The Practice Leader College consists of senior executives managing the retirement plans business of major Retirement Plan Advisory Broker/Dealer Firms in the United States. Members in the Investment Manager and Service Provider colleges is designated by the Executive Board to represent a broad spectrum of firms. Each firm in membership is represented by an individual voting member.


baird
Baird is an international financial services firm providing Private Wealth Management, Trust, Asset Management, Investment Banking, Capital Markets, and Private Equity services to clients throughout our offices in the United States, Europe and Asia. As employee-owners, we manage for the long-term, continuously building capabilities to best serve clients. Our business is fundamentally about trust, partnership, and building better futures for our clients and communities. Baird’s credentialled and experienced Qualified Plan Consulting Group (QPCG) teams provide objective institutional consulting services to many companies and organizations across the country. We work to educate, advocate, and assist clients to maximize outcomes for successful participant retirement.
 

grpaa logo
GRP Advisor Alliance is an elite group of retirement plan advisors and employee benefit consultants from across the country. GRP Advisor Alliance members share a common vision and are dedicated to the positive advancement of employee outcomes. Regardless of your broker-dealer or RIA, GRPAA provides scale and influence that works in concert with your current partners and equips your practice with more power to shape your business and realize your vision and goals.
 

hub

HUB Retirement and Private Wealth has regional offices across the U.S. with financial advisors focused on helping plan sponsors manage all aspects of their company retirement plan. From plan design, managed account services to offering financial wellness, we work to help all employers and their employees look forward to a successful financial future. In addition to retirement plan consulting and wealth management, HUB offers comprehensive employer services, including employee benefits, property and casualty insurance, risk mitigation, and HR consulting. Our strength, and size, as the fifth largest insurance brokerage firm globally* with over $105B assets under advisement, gives us the ability to serve individual Americans and businesses with a comprehensive offering of financial services.

*Source: https://bit.ly/3AJag5c

 

LPL

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer*. LPL supports retirement plan advisors through its integrated business platform and its Retirement Partners team of retirement industry professionals. LPL Retirement Partners acts as an independent consultant and supports the operational and practice management needs of retirement plan advisors. Advisors can position themselves with confidence as a discretionary or non-discretionary investment fiduciary to their clients, offering them objective guidance on investment options while seeking to increase their marketing reach and strategically grow their practices through the power and commitment of LPL Retirement Partners.

 

thestandardlogo
OneDigital provides trusted advice, products and solutions delivered by one team and backed by one purpose—to do well for business by doing good for people. Our customer-centric approach allows us to deliver valuable and personalized guidance at a scale that will impact the lives of millions, in turn enabling businesses to grow and employees to live at their highest potential.
 

principal logo

Principal Securities, Inc. (Principal Securities) is the retail broker-dealer and a registered investment adviser (RIA) for Principal®. Principal Securities has been teaming with financial professionals to help investors pursue their financial goals for over 50 years. Principal Securities is focused on partnering with financial professionals to help people and companies build, protect, and advance their financial well-being with our retirement, insurance, financial planning, and asset management expertise. The firm believes in having a strong support system to supply financial professionals with the knowledge, tools, and resources to build their business.

 

RBCWM RGB REV

RBC Wealth Management is dedicated to serving businesses of all sizes to guide employers and support employees on their journey to financial wellness. We offer consulting services across all aspects of your retirement plan—from governance, investments, day-to-day operations, education and plan design.

We're serious about our role as an ERISA investment consultant and dedicated to working alongside those responsible for managing your retirement program.

  • $60+ billion in retirement plan assets
  • 5,000+ retirement plans from small businesses to Fortune 500 companies
  • Relationships with 40+ recordkeeping platforms

As of September 30, 2021.

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