Retirement Advisor Council

State Street Global Advisors joins the Retirement Advisor Council

East Granby, CT - July 6, 2021 - – We are pleased to announce that State Street Global Advisors has joined the Retirement Advisor Council as part of the Investment Manager college.

Carillon Tower Advisers joins the Retirement Advisor Council

East Granby, CT - May 10, 2021 - – We are pleased to announce that Carillon Tower Advisers has joined the Retirement Advisor Council as part of the Investment Manager college.

COUNCIL PUBLISHES GUIDE TO HELP EMPLOYERS DESIGN FINANCIAL WELLNESS PROGRAMS TO MEET THE NEEDS OF EXECUTIVES

East Granby, CT - March 9, 2021 - The Retirement Advisor Council announces publication of its fourth VIEWPOINT piece designed to help employers establish Financial Wellness programs. This fourth VIEWPOINT addresses the specific needs of executives.

Council Publishes Research Report to Help Retirement Plan Sponsors Monitor Employee Engagement in Financial Wellness Programs

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.”

Council Publishes Guide to Help Employers Measure Results of 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”

Council Publishes Guide to Help Employers Create More Impactful Financial Wellness Solutions For Women

East Granby, CT: November 24, 2020 - The Retirement Advisor Council announces publication of its VIEWPOINT “Creating More Impactful Programs For Women”

Retirement Advisor Council Announces Financial Wellness Program Award Winners

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..

Number of 401(k) Plan Sponsors with an Emergency Savings program for Emplyees Projected to More Than Triple in Coming Years

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.

Council Publishes Guide to Help Employers Sort Through Financial Wellness Solutions

East Granby, CT – The Retirement Advisor Council announces publication of its VIEWPOINT “What do you Mean When You Say Financial Wellness?”

Retirement Advisor Council Announces Class of 2020 Member Advisors

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.

Jeffrey M. Petrone QPFC Joins the Retirement Advisor Council

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.

Jeanne Fisher CFP®, CPFA,MBA Joins the Retirement Advisor Council (2)

East Granby, CT – Jeanne Fisher, Managing Director at Strategic Retirement Partners has been invited to join the Retirement Advisor Council effective January 1, 2020.

Michael R. Paris AIF® President of Paris International Family of Companies Joins the Retirement Advisor Council

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.

Nathan Cassel, Senior Consultant at PlanPILOT Joins the Retirement Advisor Council

East Granby, CT – Nathan Cassel, Senior Consultnat at Plan PILOT has been invited to join the Retirement Advisor Council effective January 1, 2020..

Brad Grist, AIF® Joins the Retirement Advisor Council

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..

Christopher Schneider, AIF®, C(k)P® Joins the Retirement Advisor Council

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..

Mark Tonelli, AIF® Joins the Retirement Advisor Council

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.

Jerry Bosch, Senior Vice President at RBC Wealth Management Joins the Retirement Advisor Council

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.

James Modelski, Partner at DiMeo Schneider & Associates Joins the Retirement Advisor Council

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.

Emily Minnich, CFP® joins the Retirement Advisor Council

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.

George Fraser AIF®, CBFA, CRPS®, PPC joins the Retirement Advisor Council

East Granby, CT – George Fraser, Managing Driector at Retirement Benefits Group has been invited to join the Retirement Advisor Council effective January 1, 2020.

A.J. Walker, AIF® Managing Principal at Guidance Point Retirement Services joins the Retirement Advisor Council

East Granby, CT – A.J. Walker of Guidance Point Retirement Services has been invited to join the Retirement Advisor Council effective January 1, 2020..

Retirement Advisor Council Names Troy Redstone, AIF®, CFEI®, CBFA, CPFA® President

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..

Retirement Advisor Council Announces Financial Wellness Program Award Winners

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.

Erin Hall joins the Retirement Advisor Council

East Granby, CT – Erin Hall, Associate Vice President for Investments at Bermudez Hall Group at Wells Fargo has joined the Retirement Advisor Council..

Michael M. Kane Named President

East Granby, CT – Michael M. Kane Founder and Managing Director of Plan Sponsor Consultants has been named President of the Retirement Advisor Council..

Christopher Dubie CRPS® joins the Retirement Advisor Council

East Granby CT - Christopher Dubie CRPS® joins the Retirement Advisor Council.

Chris Krueger AIF® joins the Retirement Advisor Council

East Granby, CT – Chris Krueger has joined the Retirement Advisor Council.

Colin M. Clark AIF® C(k)P®, CBFA, CPFA joins the Retirement Advisor Council

East Granby, CT – Colin Clark has joined the Retirement Advisor Council.

Courtenay Shipley CRPS®, AIF® joins the Retirement Advisor Council

East Granby, CT – Courtenay Shipley has joined the Retirement Advisor Council.

Daniel P. Gaertner CRPS® joins the Retirement Advisor Council

East Granby, CT – Dan Gaertner has joined the Retirement Advisor Council.

Debra Moran QKA, QPA joins the Retirement Advisor Council

East Granby, CT – Debra Moran has joined the Retirement Advisor Council.

Glenn R. Able ChFC®, CFP®, CBFA™ joins the Retirement Advisor Council

East Granby, CT – Glenn Able has joined the Retirement Advisor Council.

Harris M. Gignilliat CIMA®, CRPS® joins the Retirement Advisor Council

East Granby, CT – Harris Gignilliat has joined the Retirement Advisor Council.

Jamie D. Greenleaf AIF®, CBFA, C(k)P®, CHSA joins the Retirement Advisor Counc

East Granby, CT and Red Bank, NJ– Jamie Greenleaf has joined the Retirement Advisor Council.

James E. Graham CPFA®, CEBS®, CIMA® joins the Retirement Advisor Council

East Granby, CT – Jeb Graham has joined the Retirement Advisor Council.

Jessica R. Ballin AIF®, C(k)P™ joins the Retirement Advisor Councilective January 1, 2019

East Granby, CT – Jessica Ballin has joined the Retirement Advisor Council.

James Richard McQuillan AIF, ChFC joins the Retirement Advisor Council

East Granby, CT – Jim McQuillan has joined the Retirement Advisor Council.

John H. Ludwig ChFC®, CRPS®, AIF® joins the Retirement Advisor Council

East Granby, CT – John Ludwig has joined the Retirement Advisor Council.

Josh Mott joins the Retirement Advisor Council

East Granby, CT – Josh Mott, Financial Advisor has joined the Retirement Advisor Council.

Kaci D. Skidgel C(k)P®, QPFC, AIF® joins the Retirement Advisor Council

East Granby, CT – Kaci Skidgel has joined the Retirement Advisor Council.

Karen Y. Yasukawa AIF®, CIMA® joins the Retirement Advisor Council

East Granby, CT – Karen Yasukawa has joined the Retirement Advisor Council.

Kimberly Hammond CIMA®, CFP®, CPFA, C(k)P® joins the Retirement Advisor Council

East Granby, CT – Kim Hammond has joined the Retirement Advisor Council.

Michael C. Perry joins the Retirement Advisor Council

East Granby, CT – Michael Perry has joined the Retirement Advisor Council.

Michael A. Webb CEBS joins the Retirement Advisor Council

East Granby, CT – Mike Webb has joined the Retirement Advisor Council.

Nathan Rasmussen AIF® joins the Retirement Advisor Council

East Granby, CT – Nathan Rasmussen has joined the Retirement Advisor Council.

Russell M. LaGreca CFP®, CIMA®, CRPS® joins the Retirement Advisor Council

East Granby, CT – Russell LaGreca has joined the Retirement Advisor Council.

Samuel Brandwein CFP®, CIMA®, CRPS®, CPFA joins the Retirement Advisor Council

East Granby, CT –

Sarah Keibler AIF® joins the Retirement Advisor Council

East Granby, CT – Sarah Keibler has joined the Retirement Advisor Council.

Sean Michael Duggan CPC, QPA, QKA, CPFA, AIF®, AIFA®, TGPC, CBC joins the Retirement Advisor Council

East Granby, CT – Sean Duggan has joined the Retirement Advisor Council.

Steven W. Glasgow CFA, CIMA®, AIF®, PRP® joins the Retirement Advisor Council

East Granby, CT – Steve Glasgow has joined the Retirement Advisor Council.

Steven R. Puckett AIF®, CRPS®, CPFA® joins the Retirement Advisor Council

East Granby, CT – Steve Puckett has joined the Retirement Advisor Council.

Tina L. Wisialowski CRPS® joins 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.

Todd S. Gutkin CRPS® joins the Retirement Advisor Council

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.

Thomas G. Robertson C(k)P®, joins the Retirement Advisor Council

East Granby, CT – Tom Robertson has joined the Retirement Advisor Council.

Nathan Fisher AIF®, CPFA joins the Retirement Advisor Council

East Granby, CT – Nathan Fisher has joined the Retirement Advisor Council.

Patrick McKiernan C(k)P® joins 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.

Paula A. Hendrickson CFP®, C(K)P®, CBFA joins the Retirement Advisor Council

East Granby, CT – Paula Hendrickson has joined the Retirement Advisor Council..

The Retirement Advisor Council Welcomes 37 New Member Advisors

East Granby, CT –The Retirement Advisor Council welcomes 37 new member plan Advisors.

JasonNavarroChFC®, CRPS®, AIF®, RFC joins the Retirement Advisor Counciljoins the Retirement Advisor Council (2)

East Granby, CT – Jason Navarro has joined the Retirement Advisor Council.

Andrew Zito joins the Retirement Advisor Council

East Granby, CT – Andrew Zito, Executive Vice President of Retirement Plan Services with LAMCOs has joined the Retirement Advisor Council..

David P. Griffin joins the Retirement Advisor Council

East Granby, CT – David T. Griffin, Founder of Atlanta Retirement Partners has joined the Retirement Advisor Council..

Brad Pinter joins the Retirement Advisor Council

East Granby, CT - Brad Pinter has joined the Retirement Advisor Council.

Jeff Cullen joins the Retirement Advisor Council

East Granby, CT - Jeff Cullen of SRP Strategic Partners has joined the Retirement Advisor Council

James Kelley, President, Strategic Benefit Services joins the Retirement Advisor Council

East Granby, CT - James Kelley, President Strategic Benefit Services has joined the Retirement Advisor Council effective January 1, 2018.

Retirement Advisor Council Elects Executive Board Members Troy Redstone, Sharon Schmid, and Eric Garofalo

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.

Kelly Majdan, AIF®, QPFA, CRPS® joins the Retirement Advisor Council

East Granby, CT - Kelly Majdan, AIF®, QPFA, CRPS®, has joined the Retirement Advisor Council effective January 1, 2018

Retirement Advisor Council Welcomes Transamerica to its Membership

East Granby, CT – The Retirement Advisor Council is pleased to announce that Transamerica Retirement Solutions has joined its Service Provider College.

Retirement Advisor Council Welcomes Pentegra Services to its Membership

East Granby, CT – The Retirement Advisor Council is pleased to announce that Pentegra Services, Inc. (Pentegra) has joined its Service Provider College.

Retirement Advisor Council Welcomes ADP Retirement Services to its Membership

East Granby, CT – The Retirement Advisor Council today announced that ADP® Retirement Services has joined its Service Provider College.

CUNA Mutual Retirement Solutions Joins The Retirement Advisor Council

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.

DST Joins the Retirement Advisor Council

East Granby, CT –June 22, 2017 – We are pleased to announce DST (NYSE:DST) has joined the Retirement Advisor Council as an Associate Member.

Survey Finds Tangible Business Benefits For CFOs From Partnering With Retirement Plan Advisor

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.