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
Ameritas is one of 13 service providers in Council membership. The company will be represented by Jim Kais, Executive Vice President of Retirement Plans, who will participate in the Research and Strategic Issues committee..
“Ameritas is honored to join the Retirement Advisor Council. We look forward to collaborating with leading advisors to advance retirement plan coverage across all segments of the employer population,.” says Jim Kais.
Ameritas recently reached a key milestone in 2022, placing more than $1 billion in new asset sales and over 1,500 plans, a first in a single year for the retirement plans division. This growth is a testament of the company’s efforts to build trusting relationships, to deliver meaningful technology and strong service in retirement plans. The milestone also comes at the one-year mark of Ameritas’ acquisition of BlueStar Retirement Services, a subsidiary. that specializes in MEPs, open architecture retirement plans and in serving Registered Investment Advisers (RIAs) with a high-touch delivery model..
Learn more about Ameritas retirement plans at ameritas.com/retirement-plans./
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
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. Learn more at www.retirementadvisor.us
