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.

“I’m extremely pleased to be joining such an impressive group,” Mr. Bogner said. “I’m confident my interactions with the other Council members will be very beneficial, and I also welcome the opportunity to help increase public awareness about the contributions we make, not only to plan sponsors but to plan participants as well.”

Mr. Bogner is a managing director with HighTower Treasury Partners, and is responsible for Treasury Partners retirement plan advisory services, especially those pertaining to 401(k) plans. He also consults in the areas of control/restricted stock, life insurance/annuities, and estate planning.

He is an adjunct lecturer with The Plan Sponsor University (TRAU) with a focus on subjects pertaining to reducing plan risks and costs. Mr. Bogner also has been asked to share his perspectives on the retirement plan industry in such publications as PLANSPONSOR and The New York Times.

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.

About Treasury Partners

Treasury Partners is a team of investment professionals registered with HighTower Securities, LLC, member FINRA, MSRB; and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through High Tower Advisors, LLC.

Learn more about Treasury Partners at http://treasurypartners.com

Learn more about the Retirement Advisor Council at www.retirementadvisor.us

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