Service Provider Membership



  • Vote in Board elections (Service Provider college)
  • News release announcement to the trades, social media posts (LinkedIn and Twitter),
  • Announcement in the online community,
  • Announcement in the next issue of UPDATE (member e-newsletter),
  • Attendance at Council meetings (two registrations)
  • Attendance/membership managed to 50%+ advisor ratio at meetings,
  • 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),
  • Apply your company name, logo, and contact info 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 Service Provider page of the Website,
  • Logo on screen and on signage at Council meetings.


  • 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.


  • Firm-level
  • Voting (one vote per firm)
  • Up to 5 individual contacts plus marketing contact


  • Rolling 12-months (not calendar year)


  • $14,500/year (first year)
  • $11,600/year (renewals)


You can join HERE in the online community or off-line with a printable membership agreement.


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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