News

East Windsor, CT - August 7, 2024

We are pleased to announce that Natixis Investment Managers, ranked among the world’s largest asset managers1 with more than $1.3 trillion assets under management2, has joined the Retirement Advisor Council as a Member Investment Manager.

East Windsor, CT - July 29, 2024

We are pleased to announce that 401GO, a fintech retirement plan provider, has joined the Retirement Advisor Council as a Member-at-Large.

Live From the 2024 Annual Planning Meeting of the Council in San Mateo, California

East Windsor, CT – June 21, 2024.

The Retirement Advisor Council recognized two retirement plan sponsors and their respective retirement plan partners as honorees of its Financial Wellness Awards.

East Windsor, CT – April 15, 2024.

The RETIREMENT ADVISOR COUNCIL opens Plan Sponsor Wellness Award nominations.

East Windsor, CT – March 15, 2024. 

We are pleased to announce that DIETRICH & Associates has joined the Retirement Advisor Council as a Member at Large.

East Windsor, CT – January 2, 2024. 

We are pleased to announce that Morningstar Retirement, a group within Morningstar Investment Management LLC that is a subsidiary of investing insights firm Morningstar, Inc., has joined the Retirement Advisor Council as an Associate Member.

East Windsor, CT – November 9, 2023 - The Retirement Advisor Council Elects Board Members Kelly Famiglietta and Amy Glynn.

East Windsor, CT – October 10, 2023.  The Retirement Advisor Council announces the launch of FinLitFuture$.

East Windsor, CT – August 1, 2023.  We are pleased to announce that Ubiquity Retirement + Savings^® (Ubiquity) has joined the Retirement Advisor Council as a Member-at-Large.

East Windsor, CT – June 20, 2023.  The Retirement Advisor Council recognized two retirement plan sponsors and their respective retirement plan partners, as honorees of its Financial Wellness Awards.

Watch the ceremony and panel discussion HERE live from Kansas City, MO today June 20 at 4:10 p.m. Central Time and learn more about the honorees and the awards in real time.

The winners are:

TXEX / VIA Renewables of Houston, Texas.  Tiffany Miller, Director of Human Resources, will accept the award on behalf of TXEX.  The company is a client of Fidelity Investments and The Gibson Group of Morgan Stanley (Council member Lisa Gibson CRPS®).

The Queen’s Health System of Honolulu, Hawaii. YeeYeng Ling, Benefits Manager will accept the award on behalf of Queen’s Health.  The organization is a client of Fidelity Investments and HUB International (Jeremy Weith AIF®, CPFA™ and Council member Jim O’Shaughnessy AIF®, PRP®).

East Windsor, CT – June 13, 2023.  We are pleased to announce that Fidelity Investments has joined the Retirement Advisor Council in the Investment Manager college.

East Windsor, CT – May 2, 2023.  We are pleased to announce that Retirement Plan Advisory Group (RPAG) has joined the Retirement Advisor Council as an Associate Member.

East Windsor, CT – April11, 2023.  We are pleased to announce that OneAmerica^®  has joined the Retirement Advisor Council in the Service Provider college.

East Windsor, CT – March 15, 2023.  We are pleased to announce that Ameritas Retirement Plans has joined the Retirement Advisor Council in the Service Provider college

East Windsor, CT – February 2, 2023.  Today, the Retirement Advisor Council has published another in the VIEWPOINT series exploring timely and relevant issues confronting plan fiduciaries.

East Windsor, CT – January 30, 2023.  Today, the Retirement Advisor Council made public and freely available a template Request for Proposal (RFP) questionnaire for use by Foundations and Endowments (F&E) looking to select an Investment Advisor.

East Windsor, CT – January 18, 2023,the Retirement Advisor Council recognized two retirement plan sponsors and their respective retirement plan partners, as honorees of its Financial Wellness Awards.

East Windsor, CT – December15, 2022 - The Retirement Advisor Council just released a simplified version of its Advisor Search RFP Template.

East Windsor, CT – September 13, 2022 - The Retirement Advisor Council announces publication of its VIEWPOINT: “Time to take a closer look at managed accounts.”

East Windsor, CT – August 16, 2022, the Retirement Advisor Council recognized four retirement plan sponsors and their respective retirement plan partners, as honorees of its Financial Wellness Awards.