National Retirement Practice Leader Membership
National Retirement Practice Leader memberships are intended for large national Broker-dealer firms and Registered Investment Advisor Firms with a strong footprint in the retirement plans market. Retirement Advisor Council memberships are by invitation.
BENEFITS
- Recommend advisors for membership (5 / more than 5),
- Attendance at Council meetings (January 23-24, 2024, in Atlanta, June 24-26, 2024 in San Mateo, CA),
- Membership limited/managed to advisor/vendor ratio at meetings,
- Access to the group of the Online Community
- Representation at committee (s) of your choice, input into their initiatives,
- Vote in Board elections
- Deliverables from strategic initiatives (e.g., VIEWPOINT reports, research reports)
- Member seal for your booth at the NAPA 401(k) Summit and other trade shows
- Member seal for institutional marketing pieces
- Logo and positioning statement on the National Practice Leader page of the Website
- Logo on screen and on signage at Council meetings
- National Retirement Practice Leaders virtual meeting series
ACTIVITIES
- Two in-person meetings (January 23-24, 2024 in Atlanta, June 24-26, 2024 in San Mateo, CA)
- Eight committees
- 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.
MEMBERSHIP LEVEL
- Firm-level – HQ,
- One voting member per firm,
- Up to 5 HQ contacts including marketing contact.
- One attendee at each in-person meeting (2 meetings per year)
MEMBERSHIP TERM
- Rolling 12-months (not calendar year)
COST
- First-year: $6,375
- Renewals: $5100
Questions?
Eric Henon
16A Pasco Drive
East Windsor, CT 06088
+1.860.254.5042
+1.860.254.5046
+1.860.221.4449
