Advocating for successful retirement plan outcomes
East Windsor, CT – November 9, 2023. The members of the Retirement Advisor Council have elected Kelly Famiglietta AIF®, C(k)P®, CPFA®, CFP®, Partner at Charles Stephen and Company, Inc. as Board Member representing the Advisor College and Amy Glynn, Managing Partner and Chief Financial Wellness Officer at Viking Cove Institute as Board Member representing the Practice Leader College to its Board. .
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.
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. .
East Granby, CT - July 6, 2021 - – We are pleased to announce that State Street Global Advisors has joined the Retirement Advisor Council as part of the Investment Manager college.
East Granby, CT - May 10, 2021 - – We are pleased to announce that Carillon Tower Advisers has joined the Retirement Advisor Council as part of the Investment Manager college.
East Granby, CT - March 9, 2021 - The Retirement Advisor Council announces publication of its fourth VIEWPOINT piece designed to help employers establish Financial Wellness programs. This fourth VIEWPOINT addresses the specific needs of executives.
East Granby, CT - January 14, 2021 - The Retirement Advisor Council announces publication of its Research Report, “Advisors Take Steps to Measure Employee Engagement in Financial Wellness Programs.”
East Granby, CT - December 21, 2020 - The Retirement Advisor Council announces publication of its VIEWPOINT “A Return on Wellness – Measuring Financial Wellness Programs”
East Granby, CT: November 24, 2020 - The Retirement Advisor Council announces publication of its VIEWPOINT “Creating More Impactful Programs For Women”
East Granby, CT- Today, the Retirement Advisor Council recognized four retirement plan sponsors and their respective retirement plan partners, as honorees of its Financial Wellness Program Awards..
East Granby, CT- The Retirement Advisor Council published a research report projecting the number of 401(k) plan sponsors offering an emergency savings program for employees to grow from 10% to 34% by July 31, 2021.
East Granby, CT – The Retirement Advisor Council announces publication of its VIEWPOINT “What do you Mean When You Say Financial Wellness?”
East Granby, CT – The Retirement Advisor Council is pleased to announce that the following retirement plan advisors have joiedn the Retirement Advisor Council effective January 1, 2020.
East Granby, CT – Jeffrey M. Petrone QPFC Managing Director of SageView Advisory Group’s Retirement Services Practice has joined the Retirement Advisor Council effective January 1, 2020.
East Granby, CT – Jeanne Fisher, Managing Director at Strategic Retirement Partners has been invited to join the Retirement Advisor Council effective January 1, 2020.
East Granby, CT – Michael R. Paris of Paris International Family of Companies has been invited to join the Retirement Advisor Council effective January 1, 2020.
East Granby, CT – Nathan Cassel, Senior Consultnat at Plan PILOT has been invited to join the Retirement Advisor Council effective January 1, 2020..
East Granby, CT – Brad Grist, Partner and Chief Compliance Officer of Legacy 401k Partners has been invited to join the Retirement Advisor Council effective January 1, 2020..
East Granby, CT – Christopher Schneider, Partner and Director of the Corporate Investment & Retirement Division at TriBridge Partners, LLC has been invited to join the Retirement Advisor Council effective January 1, 2020..
East Granby, CT – Mark Tonelli AIF®, Managing Director at Sheridan Road Financial has been invited to join the Retirement Advisor Council effective January 1, 2020.
East Granby, CT – Jerome D. (Jerry) Bosch AIF® of RBC Wealth Management has been invited to join the Retirement Advisor Council effective January 1, 2020.
East Granby, CT – James Modelski, Partner and Senior Consultant at DiMeo Schneider has been invited to join the Retirement Advisor Council effective January 1, 2020.
East Granby, CT – Emily G Minnich, both a Senior Retirement Plan Consultant and Senior Wealth Strategy Associate with UBS Financial Services, has been invited to join the Retirement Advisor Council effective January 1, 2020.
East Granby, CT – George Fraser, Managing Driector at Retirement Benefits Group has been invited to join the Retirement Advisor Council effective January 1, 2020.
East Granby, CT – A.J. Walker of Guidance Point Retirement Services has been invited to join the Retirement Advisor Council effective January 1, 2020..
East Granby, CT – The Retirement Advisor Council is pleased to announce Troy Redstone, AIF®, CFEI®, CBFA, CPFA® of PHD. Retirement Consulting has been named president of the Retirement Advisor Council..
East Granby, CT – The Retirement Advisor Council recognized Pankow Builders and Dawn Food Products and their respective retirement plan partners, as recipients of its annual Financial Wellness Program Awards.
East Granby, CT – Erin Hall, Associate Vice President for Investments at Bermudez Hall Group at Wells Fargo has joined the Retirement Advisor Council..
East Granby, CT – Michael M. Kane Founder and Managing Director of Plan Sponsor Consultants has been named President of the Retirement Advisor Council..
East Granby CT - Christopher Dubie CRPS® joins the Retirement Advisor Council.
East Granby, CT – Chris Krueger has joined the Retirement Advisor Council.
East Granby, CT – Colin Clark has joined the Retirement Advisor Council.
East Granby, CT – Courtenay Shipley has joined the Retirement Advisor Council.
East Granby, CT – Dan Gaertner has joined the Retirement Advisor Council.
East Granby, CT – Debra Moran has joined the Retirement Advisor Council.
East Granby, CT – Glenn Able has joined the Retirement Advisor Council.
East Granby, CT – Harris Gignilliat has joined the Retirement Advisor Council.
East Granby, CT and Red Bank, NJ– Jamie Greenleaf has joined the Retirement Advisor Council.
East Granby, CT – Jeb Graham has joined the Retirement Advisor Council.
East Granby, CT – Jessica Ballin has joined the Retirement Advisor Council.
East Granby, CT – Jim McQuillan has joined the Retirement Advisor Council.
East Granby, CT – John Ludwig has joined the Retirement Advisor Council.
East Granby, CT – Josh Mott, Financial Advisor has joined the Retirement Advisor Council.
East Granby, CT – Kaci Skidgel has joined the Retirement Advisor Council.
East Granby, CT – Karen Yasukawa has joined the Retirement Advisor Council.
East Granby, CT – Kim Hammond has joined the Retirement Advisor Council.
East Granby, CT – Michael Perry has joined the Retirement Advisor Council.
East Granby, CT – Mike Webb has joined the Retirement Advisor Council.
East Granby, CT – Nathan Rasmussen has joined the Retirement Advisor Council.
East Granby, CT – Russell LaGreca has joined the Retirement Advisor Council.
East Granby, CT – Sarah Keibler has joined the Retirement Advisor Council.
East Granby, CT – Sean Duggan has joined the Retirement Advisor Council.
East Granby, CT – Steve Glasgow has joined the Retirement Advisor Council.
East Granby, CT – Steve Puckett has joined the Retirement Advisor Council.
East Granby, CT –
The Retirement Advisor Council is pleased to announce that Tina Wisialowski, Senior Institutional Consultant with The Parks Group at Graystone Consulting, a business of Morgan Stanley, has joined the Council effective January 1, 2019.
East Granby, CT and New York, NY
The Retirement Advisor Council is pleased to announce that Todd Gutkin, First Vice President and Financial Advisor with Morgan Stanley has joined the Council effective January 1, 2019.
East Granby, CT – Tom Robertson has joined the Retirement Advisor Council.
East Granby, CT – Nathan Fisher has joined the Retirement Advisor Council.
East Granby, CT – Patrick McKiernan C(k)P® has joined the Retirement Advisor Council, a national organization that advocates for successful qualified plan and participant retirement outcomes.
East Granby, CT – Paula Hendrickson has joined the Retirement Advisor Council..
East Granby, CT –The Retirement Advisor Council welcomes 37 new member plan Advisors.
East Granby, CT – Jason Navarro has joined the Retirement Advisor Council.
East Granby, CT – Andrew Zito, Executive Vice President of Retirement Plan Services with LAMCOs has joined the Retirement Advisor Council..
