East Windsor, CT – June 20, 2023. The Retirement Advisor Council recognized two retirement plan sponsors and their respective retirement plan partners, as honorees of its Financial Wellness Awards.
Watch the ceremony and panel discussion HERE live from Kansas City, MO today June 20 at 4:10 p.m. Central Time and learn more about the honorees and the awards in real time.
The winners are:
TXEX / VIA Renewables of Houston, Texas. Tiffany Miller, Director of Human Resources, will accept the award on behalf of TXEX. The company is a client of Fidelity Investments and The Gibson Group of Morgan Stanley (Council member Lisa Gibson CRPS®).
The Queen’s Health System of Honolulu, Hawaii. YeeYeng Ling, Benefits Manager will accept the award on behalf of Queen’s Health. The organization is a client of Fidelity Investments and HUB International (Jeremy Weith AIF®, CPFA™ and Council member Jim O’Shaughnessy AIF®, PRP®).
The awards will be presented at the Retirement Advisor Council’s 2023 Annual Planning Meeting. The winners distinguished themselves through their commitment to a culture of financial wellness throughout their organizations encouraging their employees to make healthy financial decisions for themselves and their families.
About The Retirement Advisor Council
Formed in 2009, 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. To advance its mission, the Council undertakes initiatives in the areas of research, public relations and promotion, general public education, regulatory positions, and practice management. The Council accomplishes this mission by:
- Identifying duties, responsibilities, and attributes of the Professional Retirement Plan Advisor.
- Sharing professional standards with plan sponsors who are responsible for the success of their plans.
- Providing collective thought capital to decision makers, product providers, legislators, and the public.
- Giving voice to the retirement plan advisor community
- Offering tools to evaluate advisors to ensure the quality of services provided.
Find out more about the Retirement Advisor Council at www.retirementadavisor.us
Retirement Advisor Council is a brand of EACH Enterprise, LLC.
Learn more about the Retirement Advisor Council at retirementadvisor.us
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