National Retirement Practice Leader Membership

National Retirement Practice Leader memberships are intended for large national Broker-dealer firms and Registered Investment Advisor Firms with a strong footprint in the retirement plans market. Retirement Advisor Council memberships are by invitation.  


  • Recommend advisors for membership (5 / more than 5),
  • Attendance at Council meetings (January 23-24, 2024, in Atlanta, June 24-26, 2024 in San Mateo, CA),
  • Membership limited/managed to advisor/vendor ratio at meetings,
  • Survey of member advisors regarding services from National RIA / National Broker/Dealer firms (affiliated advisors), and partner firms (independent RIAs),
  • Survey of up to 50 advisors of your firm eligible for Council membership (optional),
  • Input into the advisor survey questionnaire at a September 2024 planning meeting (results in February 2025),
  • Access to the group of the  group of the Council in the Online Community,
  • Representation at committee (s) of your choice, input into their initiatives,
  • Vote in Board elections,
  • Deliverables from strategic initiatives (e.g., VIEWPOINT reports, research reports),
  • Member seal for your booth at the NAPA 401(k) Summit and other trade shows,
  • Member seal for institutional marketing pieces,
  • Logo and positioning statement on the National Practice Leader page of the Website,
  • Logo on screen and on signage at Council meetings,
  • National Retirement Practice Leaders virtual meeting series.


  • Two in-person meetings (January 23-24, 2024 in Atlanta, June 24-26, 2024 in San Mateo, CA)
  • Eight committees
    • 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.


  • Firm-level – HQ,
  • One voting member per firm,
  • Up to 5 HQ contacts including marketing contact.
  • One attendee at each in-person meeting (2 meetings per year)


  • Rolling 12-months (not calendar year)


  • First-year:  $6,375
  • Renewals: $5100


Eric Henon
16A Pasco Drive
East Windsor, CT 06088




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The Retirement Advisor Council is a d.b.a. of EACH Enterprise, LLC.
EACH Enterprise, LLC is a single-member LLC owned by Eric A. C. Henon, President
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