Service Provider 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 (MEMBER-AT-LARGE)
- Vote in Board elections (Service Provider college)
- News release announcement to the trades, social media posts (LinkedIn and Twitter),
- Announcement in the online community,
- 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
- 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,
- Ad-hoc editorial boards for VIEWPOINT publications.
COST
$11,600/year (12-months)
NOTE: Effective January 1, 2024 – First year dues will increase to $14,500 and renewal dues remain at $11,600.
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
