BENEFITS OF MEMBERSHIP

• Two in-person meetings (January 23-24, 2024 in Atlanta, June 24-26, 2024 in San Mateo, CA)
• Vote in Board elections (Service Provider college AND Investment Manager college)
• News release announcement to the trades, social media posts (LinkedIn and Twitter),
• Announcement in the online community,
• Announcement in the next issue of UPDATE (member e-newsletter),
• Attendance at Council meetings (3 registrations),
• Attendance/membership managed to 50%+ advisor ratio at meetings,
• Input into priority initiatives (e.g., VIEWPOINT, Research Publications, meeting agenda, etc.),
• Representation at committee (s) of your choice, input into their initiatives,
• Access to the group of the Council and committee groups in the Online Community,
• Deliverables from strategic initiatives (e.g., VIEWPOINT reports, research reports),
• Apply your company name, logo, and contact info to VIEWPOINT reports and research reports,
• Member seal for your booth at the NAPA 401(k) Summit and other trade shows,
• Member seal for your institutional marketing pieces,
• Logo and positioning statement on the Service Provider page of the Website,
• Logo and positioning statement on the Investment Manager page of the Website,
• Logo on screen and on signage at Council meetings (service provider sign)
• Logo on screen and on signage at Council meetings (investment manager sign).

ACTIVITIES

• Two in-person meetings (June 20-21, 2023, in KC, January 23-24, 2024, in Atlanta, June 18-19, 2024),
• Eight committees and their subcommittees
  • 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,
• Ad-hoc editorial boards for VIEWPOINT publications.

MEMBERSHIP LEVEL

• Firm-level
• Voting (2 votes per firm: Investment Manager AND Service Provider)
• Up to 10 individual contacts plus marketing contacts in the roster

MEMBERSHIP TERM

• Rolling 12-months (not calendar year)

ELIGIBLE FIRMS (IN ADDITION TO CURRENT MEMBERS)

Nuveen/TIAA                     VANGUARD                        VOYA                       JP Morgan

COST

• $29,125 (first year)
• $23,300 (renewal)

UNIQUE FEATURES

• “Elite” Plan Advisor membership by invitation (Recommendation, nomination, application, due diligence)
• 150 advisors advise 17,000 plans with 8.5 million participants and $1.007 trillion in plan assets.
• Collaborative in nature
  • National Retirement Practice Leaders
  • Service Providers
  • Investment Managers
  • Enterprise Members
  • Associate Members / Members-at-large

COUNCIL MISSION

• PR advocacy mission statement posted HERE

GOVERNANCE

• Board of 5
• Elections by college (Advisor, Practice Leader, Service Provider, Investment Manager)
• Council President (Senior Board member in the Advisor College)

Eligible firms can upgrade to Enterprise Member status off-line with a printable membership agreement and invoicing.

Eric Henon
16A Pasco Drive
East Windsor, CT 06088

ehenon@retirementadvisor.us

+1.860.254.5042

+1.860.254.5046

+1.860.221.4449