BENEFITS

• Recommend advisors for membership (5 / more than 5),
• Attendance at Council meetings
• Membership limited/managed to advisor/vendor ratio at meetings,
• Survey of member advisors regarding services from National RIA / National Broker/Dealer firms (affiliated advisors), and partner firms (independent RIAs),
• Survey of up to 50 advisors of your firm eligible for Council membership (optional),
• Input into the advisor survey questionnaire at a September 2024 planning meeting (results in February 2025),
• Access to the group of the  group of the Council in the Online Community,
• Representation at committee (s) of your choice, input into their initiatives,
• Vote in Board elections,
• Deliverables from strategic initiatives (e.g., VIEWPOINT reports, research reports),
• Member seal for your booth at the NAPA 401(k) Summit and other trade shows,
• Member seal for institutional marketing pieces,
• Logo and positioning statement on the National Practice Leader page of the Website,
• Logo on screen and on signage at Council meetings,
• National Retirement Practice Leaders virtual meeting series.

ACTIVITIES

• Two in-person meetings
• Eight committees
  • 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.

MEMBERSHIP LEVEL

• Firm-level – HQ,
• One voting member per firm,
• Up to 5 HQ contacts including marketing contact.
• One attendee at each in-person meeting (2 meetings per year)

MEMBERSHIP TERM

• Rolling 12-months (not calendar year)

COST

• First-year:  $6,375
• Renewals: $5100

Eric Henon
16A Pasco Drive
East Windsor, CT 06088

ehenon@retirementadvisor.us

+1.860.254.5042

+1.860.254.5046

+1.860.221.4449