Retirement Advisor Council Requests 266-Day Delay of Regulation Defining “Fiduciary” Under ERISA

East Granby, CT – Comments the Council submitted today to the U.S. Department of Labor regarding the proposed rule extending the applicability date of the regulation defining who is a “fiduciary” under the Employee Retirement Income Security Act (ERISA) and the Internal Revenue Code of 1986, the Council requested a 266-day delay of implementation to the first business day following January 1, 2018, and a 120-day extension to August 8, 2017 of the period to provide additional comments..

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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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Retirement Advisor Council Submits Comments to the Department of Labor on Information Collection Initiative Regarding 408(b)(2) Disclosure Guide Regulation

East Granby, CT – May 12, 2014 - The Retirement Advisor Council submitted comments on an information collection initiative by the Department of Labor (DOL) to provide Input into a regulation mandating a 408(b)(2) disclosure guide. In its comments to the DOL, the Council advocates for an expansion of the initiative including one-on-one interviews with Professional Retirement Plan Advisors who are the ultimate guides on which sponsors rely to examine disclosures, to provide the necessary explanations, to explain how facts and circumstances of their plan impacts services and cost, and to answer baseline and technical questions. The Department initially proposed to limit its observation to fiduciaries of plans with fewer than 100 participants.

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Retirement Plan Advisor Gregory A. Hobson, AIF®, Joins the Retirement Advisor Council

East Granby, CT – April 21, 2014 Gregory A. Hobson, AIF® has joined the Retirement Advisor Council effective January 1, 2014.

As First Vice President - Financial Advisor and a member of the Dyer Kroneberger & Hobson Group at RBC Wealth Management in Hunt Valley, Maryland, Mr. Hobson has dedicated 18 years to the retirement planning industry, providing plan design consulting, investment selection and performance monitoring and provider management services to 401(k), 403(b), 457(b) and defined benefit programs. The Dyer Kroneberger & Hobson Group serves 40 retirement plan clients with 10,000 plan participants and approximately $400 million in plan assets.

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Retirement Plan Advisor Michele A Casey, CRPS Joins The Retirement Advisor Council

East Granby, CT – April 21, 2014 Michele A. Casey, CRPS, financial advisor has joined the Retirement Advisor Council effective January 1, 2014.

As Executive Benefits Director and Corporate Retirement Director for the Casey Retirement Group at Morgan Stanley/Reno NV, Ms. Casey has dedicated 16 years to the retirement planning industry. The Casey Retirement Group serves 401(k), 403(b), 457(b), 457(f), 409(a), defined benefit and cash balance plans for 27 clients, with 15,000 plan participants and $250 million in plan assets.

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Trisha Brambley Joins the Retirement Advisor Council

East Granby, CT – February 18, 2014 Trisha Brambley has joined the Retirement Advisor Council as a member-at-large, effective January 1, 2014.

Trisha Brambley is President of Retirement Playbook, Inc.; the firm provides plan sponsors with robust advisor due diligence and search process, conducts pertinent training for plan committees, and prepares studies on retirement plan issues. The firm also provides consulting and innovative strategies for improving retirement readiness and for developing effective financial wellness campaigns.

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Retirement Plan Advisor James J. Detterick, CRPS®, ARPC Joins The Retirement Advisor Council

East Granby, CT – March 3, 2014 James J. Detterick, CRPS®, ARPC has joined the Retirement Advisor Council effective January 1, 2014.

As Managing Director and Senior Investment Consultant with the Detterick Group in New York City, Mr. Detterick has dedicated 17 years to the retirement planning industry, providing a comprehensive service model to clients that includes plan design review, provider benchmarking, fee analysis, RFPs/RFIs, trend analysis, investment consulting and IPS review/creation. In addition to consulting on qualified and nonqualified retirement plans, The Detterick Group advises and manages equity compensation plans. The Detterick Group serves 17 retirement plan clients with 10,000 participants and $750 million in plan assets.

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Retirement Plan Advisor Noel J. Wolfe, CRPS®, PRP®, AIF® Joins The Retirement Advisor Council

East Granby, CT – March 3, 2014 Noel J. Wolfe, CRPS®, PRP®, AIF® has joined the Retirement Advisor Council effective January 1, 2014.

As a Corporate Retirement Director, Mr. Wolfe has dedicated 17 years to the retirement planning industry, providing ERISA fiduciary services, employee education, investment oversight, cost efficiency/fees review, benchmarking and methodology consulting. Mr. Wolfe services 85 retirement plan clients with 10,000 plan participants and $1.2 billion in plan assets.

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Retirement Plan Advisor Michael Devlin Joins The Retirement Advisor Council

East Granby, CT – February 18, 2014 Michael Devlin has joined the Retirement Advisor Council effective January 1, 2014.

As a Principal for BCG Terminal Funding Company in Braintree, MA, Mr. Devlin has dedicated 17 years to the retirement planning industry as a third party advisor for pension plan de-risking strategies. BCG Terminal Funding Company specializes in SPGA Buyout Contract placements, DOL/fiduciary due diligence and annuity provider selection support services for the terminal and maturity funding business market.

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