TIAA Joins the Retirement Advisor Council

East Granby, CT – – We are pleased to announce TIAA has reinforced and broadened its longstanding membership with the Retirement Advisor Council to become an Enterprise member.

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Jenny Yun Hunter, CRPS, joins the Retirement Advisor Council effective January 2017

East Granby, CT – The Retirement Advisor Council announced today that Merrill Lynch Financial Advisor, Jenny Yun Hunter has joined the Retirement Advisor Council after being nominated for a seat in November 2016. The Retirement Advisor Council is a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced, qualified retirement plan advisors, investment managers and defined contribution plan service providers.

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Treasury Partners’ Steve Bogner, C(k)P Joins Retirement Advisor Council

East Granby, CT – The Retirement Advisor Council is pleased to announce that Steve Bogner has been granted membership on the Council. His application was approved based on a comprehensive review process, which considered numerous factors, including his experience and accomplishments as a consultant to retirement plan fiduciaries.

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Dan Peluse, AIF, C(k)P, CBFA, CRPS has joined the Retirement Advisor Council effective January 1, 2017

East Granby, CT –  As Director - Retirement Plan Services with Wintrust Wealth Management, Dan Peluse leads the Retirement Plan Services division that helps business owners and plan sponsors to be more cost-effective and compliant, while helping reduce the administrative burden that comes with managing a plan and satisfying fiduciary obligations.

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