Investment Manager Membership
MEMBERSHIP LEVEL
- Firm-level
- Voting (one vote per firm)
- Up to 5 individual contacts plus marketing contact
MEMBERSHIP TERM
- Rolling 12-months (not calendar year)
BENEFITS OF MEMBERSHIP
- Vote in Board elections (Investment Manager college)
- News release announcement to the trades, social media posts (LinkedIn and Twitter) (first year),
- Announcement in the online community (first year),
- Announcement in the next issue of UPDATE (member e-newsletter),
- Attendance at Council meetings (two 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 on screen and on signage at Council meetings.
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
- Advisor membership
- Advisor Tools
- Business and Internal Affairs
- Financial Literacy and Financial Wellness Promotion
- Government affairs
- Marketing and PR
- Meeting Planning
- Research and Strategic Issues
- Ad-hoc Council-wide meetings as needed,
- Ad-hoc editorial boards for VIEWPOINT publications.
COST
$17,500/year (12-months)
NOTE: Effective January 1, 2024 – First year dues will increase to $21,875 and renewal dues remain at $17,500.
COUNCIL MISSION
- PR advocacy mission statement posted HERE
UNIQUE FEATURES
- Collaborative in nature
- 150 “Elite” Plan Advisors (Recommendation, nomination, invitation, application, due diligence)
- National Retirement Practice Leaders
- Service Providers
- Investment Managers
- Associate Members / Members-at-large
- 150 advisors advise 17,00 plans with 8.5 million participants and $1.007 trillion in plan assets.
GOVERNANCE
- Board of 5
- Elections by college (Advisor, Practice Leader, Service Provider, Investment Manager)
- Council President (Senior Board member in the Advisor College)
FOLLOW US
JOIN
You can join HERE in the online community or off-line with a printable membership agreement.
CONTACT
Eric Henon
16A Pasco Drive
East Windsor, CT 06088
+1.860.254.5042
+1.860.254.5046
+1.860.221.4449
