Advocating for successful retirement plan outcomes
East Granby, CT - January 14, 2021 - The Retirement Advisor Council announces publication of its Research Report, “Advisors Take Steps to Measure Employee Engagement in Financial Wellness Programs.”
East Granby, CT - December 21, 2020 - The Retirement Advisor Council announces publication of its VIEWPOINT “A Return on Wellness – Measuring Financial Wellness Programs”
East Granby, CT: November 24, 2020 - The Retirement Advisor Council announces publication of its VIEWPOINT “Creating More Impactful Programs For Women”
East Granby, CT- Today, the Retirement Advisor Council recognized four retirement plan sponsors and their respective retirement plan partners, as honorees of its Financial Wellness Program Awards..
East Granby, CT- The Retirement Advisor Council published a research report projecting the number of 401(k) plan sponsors offering an emergency savings program for employees to grow from 10% to 34% by July 31, 2021.
East Granby, CT – The Retirement Advisor Council announces publication of its VIEWPOINT “What do you Mean When You Say Financial Wellness?”
East Granby, CT – The Retirement Advisor Council is pleased to announce that the following retirement plan advisors have joiedn the Retirement Advisor Council effective January 1, 2020.
East Granby, CT – Jeffrey M. Petrone QPFC Managing Director of SageView Advisory Group’s Retirement Services Practice has joined the Retirement Advisor Council effective January 1, 2020.
East Granby, CT – Jeanne Fisher, Managing Director at Strategic Retirement Partners has been invited to join the Retirement Advisor Council effective January 1, 2020.
East Granby, CT – Michael R. Paris of Paris International Family of Companies has been invited to join the Retirement Advisor Council effective January 1, 2020.
East Granby, CT – Nathan Cassel, Senior Consultnat at Plan PILOT has been invited to join the Retirement Advisor Council effective January 1, 2020..
East Granby, CT – Brad Grist, Partner and Chief Compliance Officer of Legacy 401k Partners has been invited to join the Retirement Advisor Council effective January 1, 2020..
East Granby, CT – Christopher Schneider, Partner and Director of the Corporate Investment & Retirement Division at TriBridge Partners, LLC has been invited to join the Retirement Advisor Council effective January 1, 2020..
East Granby, CT – Mark Tonelli AIF®, Managing Director at Sheridan Road Financial has been invited to join the Retirement Advisor Council effective January 1, 2020.
East Granby, CT – Jerome D. (Jerry) Bosch AIF® of RBC Wealth Management has been invited to join the Retirement Advisor Council effective January 1, 2020.
East Granby, CT – James Modelski, Partner and Senior Consultant at DiMeo Schneider has been invited to join the Retirement Advisor Council effective January 1, 2020.
East Granby, CT – Emily G Minnich, both a Senior Retirement Plan Consultant and Senior Wealth Strategy Associate with UBS Financial Services, has been invited to join the Retirement Advisor Council effective January 1, 2020.
East Granby, CT – George Fraser, Managing Driector at Retirement Benefits Group has been invited to join the Retirement Advisor Council effective January 1, 2020.
East Granby, CT – A.J. Walker of Guidance Point Retirement Services has been invited to join the Retirement Advisor Council effective January 1, 2020..
East Granby, CT – The Retirement Advisor Council is pleased to announce Troy Redstone, AIF®, CFEI®, CBFA, CPFA® of PHD. Retirement Consulting has been named president of the Retirement Advisor Council..
East Granby, CT – The Retirement Advisor Council recognized Pankow Builders and Dawn Food Products and their respective retirement plan partners, as recipients of its annual Financial Wellness Program Awards.
East Granby, CT – Erin Hall, Associate Vice President for Investments at Bermudez Hall Group at Wells Fargo has joined the Retirement Advisor Council..
East Granby, CT – Michael M. Kane Founder and Managing Director of Plan Sponsor Consultants has been named President of the Retirement Advisor Council..
East Granby CT - Christopher Dubie CRPS® joins the Retirement Advisor Council.
East Granby, CT – Chris Krueger has joined the Retirement Advisor Council.
East Granby, CT – Colin Clark has joined the Retirement Advisor Council.
East Granby, CT – Courtenay Shipley has joined the Retirement Advisor Council.
East Granby, CT – Dan Gaertner has joined the Retirement Advisor Council.
East Granby, CT – Debra Moran has joined the Retirement Advisor Council.
East Granby, CT – Glenn Able has joined the Retirement Advisor Council.
East Granby, CT – Harris Gignilliat has joined the Retirement Advisor Council.
East Granby, CT and Red Bank, NJ– Jamie Greenleaf has joined the Retirement Advisor Council.
East Granby, CT – Jeb Graham has joined the Retirement Advisor Council.
East Granby, CT – Jessica Ballin has joined the Retirement Advisor Council.
East Granby, CT – Jim McQuillan has joined the Retirement Advisor Council.
East Granby, CT – John Ludwig has joined the Retirement Advisor Council.
East Granby, CT – Josh Mott, Financial Advisor has joined the Retirement Advisor Council.
East Granby, CT – Kaci Skidgel has joined the Retirement Advisor Council.
East Granby, CT – Karen Yasukawa has joined the Retirement Advisor Council.
East Granby, CT – Kim Hammond has joined the Retirement Advisor Council.
East Granby, CT – Michael Perry has joined the Retirement Advisor Council.
East Granby, CT – Mike Webb has joined the Retirement Advisor Council.
East Granby, CT – Nathan Rasmussen has joined the Retirement Advisor Council.
East Granby, CT – Russell LaGreca has joined the Retirement Advisor Council.
East Granby, CT – Sarah Keibler has joined the Retirement Advisor Council.
East Granby, CT – Sean Duggan has joined the Retirement Advisor Council.
East Granby, CT – Steve Glasgow has joined the Retirement Advisor Council.
East Granby, CT – Steve Puckett has joined the Retirement Advisor Council.
East Granby, CT –
The Retirement Advisor Council is pleased to announce that Tina Wisialowski, Senior Institutional Consultant with The Parks Group at Graystone Consulting, a business of Morgan Stanley, has joined the Council effective January 1, 2019.
East Granby, CT and New York, NY
The Retirement Advisor Council is pleased to announce that Todd Gutkin, First Vice President and Financial Advisor with Morgan Stanley has joined the Council effective January 1, 2019.
East Granby, CT – Tom Robertson has joined the Retirement Advisor Council.
East Granby, CT – Nathan Fisher has joined the Retirement Advisor Council.
East Granby, CT – Patrick McKiernan C(k)P® has joined the Retirement Advisor Council, a national organization that advocates for successful qualified plan and participant retirement outcomes.
East Granby, CT – Paula Hendrickson has joined the Retirement Advisor Council..
East Granby, CT –The Retirement Advisor Council welcomes 37 new member plan Advisors.
East Granby, CT – Jason Navarro has joined the Retirement Advisor Council.
East Granby, CT – Andrew Zito, Executive Vice President of Retirement Plan Services with LAMCOs has joined the Retirement Advisor Council..
East Granby, CT – David T. Griffin, Founder of Atlanta Retirement Partners has joined the Retirement Advisor Council..
East Granby, CT - Brad Pinter has joined the Retirement Advisor Council.
East Granby, CT - Jeff Cullen of SRP Strategic Partners has joined the Retirement Advisor Council
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.
