VIEWPOINT Explores Retirement Income Solutions
East Windsor, CT – February 2, 2023. Today, the Retirement Advisor Council has published another in the VIEWPOINT series exploring timely and relevant issues confronting plan fiduciaries.
Council releases Foundations and Endowment Advisor Search RFP Template
East Windsor, CT – January 30, 2023. Today, the Retirement Advisor Council made public and freely available a template Request for Proposal (RFP) questionnaire for use by Foundations and Endowments (F&E) looking to select an Investment Advisor.
Retirement Advisor Council Announces Financial Wellness Award Winners
East Windsor, CT – January 18, 2023,the Retirement Advisor Council recognized two retirement plan sponsors and their respective retirement plan partners, as honorees of its Financial Wellness Awards.
Council Makes Simplified Advisor Search RFP Template Available Free of Charge and Free of Copyrights
East Windsor, CT – December15, 2022 - The Retirement Advisor Council just released a simplified version of its Advisor Search RFP Template.
Council Publishes Guide to Help Retirement Plan Sponsors Evaluate Pros and Cons of Managed Accounts
East Windsor, CT – September 13, 2022 - The Retirement Advisor Council announces publication of its VIEWPOINT: “Time to take a closer look at managed accounts.”
Retirement Advisor Council Announces Financial Wellness Award Winners
East Windsor, CT – August 16, 2022, the Retirement Advisor Council recognized four retirement plan sponsors and their respective retirement plan partners, as honorees of its Financial Wellness Awards. .
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.
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.
