BFW/Marcum Engineering and HAI Group Honored With a Financial Wellness Award

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.

Watch the ceremony and panel discussion HERE live from San Mateo, California, 10:15 AM Central Time on Wednesday June 26, and learn more about the honorees and the awards in real time.

The winners are:

BFW/Marcum Engineering of Paducah, Kentucky. They are a client of Fidelity Investments and use Ramsey SmartDollar to support the financial wellness program.

HAI Group of Cheshire Connecticut. They are a client of Marsh McLennan and Fidelity Investments.

The awards will be presented at the Retirement Advisor Council’s 2024 Annual Planning Meeting in San Mateo, California. The winners distinguished themselves through their commitment to a culture of financial wellness throughout their organizations encouraging their employees to make healthy financial decisions for themselves and their families.

About The Retirement Advisor Council

Formed in 2009, 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.

Find out more about the Retirement Advisor Council at www.retirementadavisor.us

Retirement Advisor Council is a brand of EACH Enterprise, LLC. 

Share Our Page

The Retirement Advisor Council is a d.b.a. of EACH Enterprise, LLC.
EACH Enterprise, LLC is a single-member LLC owned by Eric A. C. Henon, President
Follow Us
twitter x up  linkedin up1