BENEFITS OF MEMBERSHIP (MEMBER-AT-LARGE)

• News release announcement to the trades, social media posts (LinkedIn and Twitter),
• Announcement in the online community,
• Announcement in the next issue of UPDATE (e-newsletter),
• Attendance at Council meetings (one registration)
• Membership limited/managed to 50+/50- advisor/everyone else ratio meeting attendance,
• Input into priority initiatives (e.g. VIEWPOINT, Research Publications, meeting agenda, etc.),
• Representation at committee (s) of your choice, input into their initiatives,
• Access to the group of the Council and committee groups in the Online Community,
• Deliverables from strategic initiatives (e.g. VIEWPOINT reports, research reports),
• Ability to apply your company name, logo, and contact information to VIEWPOINT reports and research reports,
• Member seal for your booth at the NAPA 401(k) Summit and other trade shows,
• Member seal for your institutional marketing pieces,
• Logo and positioning statement on the Member-at-large page of the Website,
• Logo on screen and on signage at Council meetings.

ACTIVITIES

• Two in-person meetings (January 23-24, 2024 in Atlanta, June 24-26, 2024 in San Mateo, CA)
• Eight committees and their subcommittees
  • Meeting Planning
  • Financial Literacy and Financial Wellness Promotion
  • Advisor Tools
  • Research and Strategic Issues
  • Government affairs
  • Business and Internal Affairs
  • Marketing and PR
  • Advisor membership
• Ad-hoc Council-wide meetings as needed,
• Ad-hoc editorial boards for VIEWPOINT publications.

MEMBERSHIP LEVEL

• Firm-level
• Non-voting,
• Up to 5 individual contacts plus marketing contact
• One attendee at each in-person meeting

MEMBERSHIP TERM

• Rolling 12-months (not calendar year)

COST

• $6,375/year (first year)
• $5,100/year (renewal)

UNIQUE FEATURES OF THE COUNCIL

• Collaborative
  • 150 “Elite” Plan Advisors (Recommendation, nomination, invitation, application, due diligence)
  • National Retirement Practice Leaders
  • Service Providers
  • Investment Managers
  • Associate Members / Members-at-large
• 150 advisors advise 17,00 plans with 8.5 million participants and $1.007 trillion in plan assets.

COUNCIL MISSION

• PR Advocacy

GOVERNANCE

• • Board of 5
  • Elections by college
  • Council President

Eligible firms can upgrade to Enterprise Member status off-line with a printable membership agreement and invoicing.

Eric Henon
16A Pasco Drive
East Windsor, CT 06088

ehenon@retirementadvisor.us

+1.860.254.5042

+1.860.254.5046

+1.860.221.4449