Joshua Ulmer, CFA®, CIMA®, CRPS®, AIF® has joined the Retirement Advisor Council

East Granby, CT – – Joshua Ulmer, CFA®, CIMA®, CRPS®, AIF® has joined the Retirement Advisor Council effective January 1, 2017.

As Corporate Client Group Director at SeaPort Group at Morgan Stanley, Joshua Ulmer has a specific mission: to be the leading provider of diligent, personalized service and innovative investment and planning strategies for the retirement plan marketplace. To reach this goal, Mr. Ulmer works closely with each client, taking the time to thoroughly understand their unique objectives, while never losing sight of the need to continually deliver results.

Mr. Ulmer was nominated for a seat on the Retirement Advisor Council in November 2016. The Nomination Committee recommended his application for Council membership after a comprehensive review process that took multiple factors into consideration including his extensive industry experience and his standing as a leading retirement plan expert. The Executive Board of the Council approved Mr. Ulmer’s nomination in January of 2017.

“It is truly an honor to be a member of a group that brings top practitioners together to advance the industry and improve the quality of advice to retirement plans. I’m very excited about the opportunity to learn from the other experts and share my own ideas on best practices. There is so much good that come from this Council,” said Mr. Ulmer.

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.

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

Learn more about Seaport Group at www.morganstanley.com