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Retirement Advisor @RetAdvisors

The Retirement Advisor Council advocates for successful qualified plan and participant retirement outcomes

Joined December 2013
  • Tweets 738
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  • Followers 1,015
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Retirement Advisor
@RetAdvisors
17 Apr 2024
Call for nominations for a #FinancialWellness award posted at retirementadvisor.us/index.p… We accept nominations from any member (other than the jury) but only from members until EOD May 3 2024. #401k #403b #457b #retirementplan #RetirementAdvisorsMeet
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NEWS RELEASE: The 2026 Annual Planning Meeting of the Retirement Advisor Council will take place at Boston College Law School, co-hosted by @RetirementRsrch and First Eagle Investments lnkd.in/eiAqwDpx
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Retirement Advisor retweeted
Summit Group Retirement Planners, Inc.@SGRPInc
Apr 20
@SGRPINC interviews Mike Webb of CAPTRUST discussing his #service with @JA_USA through @RetAdvisors. Thank you Mike! We are looking for more #Financialadvisors to #Volunteer! #Financiallitearcy. @NAPA401K @usa_retirement @401kspecmag @PLANSPONSOR @PLANADVISER @TPSUniversity
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In the business, we talk a lot about the importance of diversifying a portfolio, writes Colby Palmer in "The Relevance Imperative: Why Diversity in the Retirement Plans Sector Is a Business Issue, Not a Buzzword" tinyurl.com/msuvp7p9 #401k #403b #457b #diversity #advisor
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planadviser.com/the-appeal-o…

The Appeal of—and Concerns About—Private Markets in DC Plans | PLANADVISER

Retirement Advisor Council survey respondents shared which plans they think are best suited for private assets investments.

planadviser.com
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If THANK YOU to @InvescoUS for hosting the 2026 Semi-annual meeting January 21-22 in Atlanta, GA #RetirementAdvisorsMeet
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Veterans Day '26 is also Election Day in the Practice Leader college Voters representing member firms will elect one of their peers to represent the college on the Board, to succeed Amy Glynn. @MikeWebb_CRG of CAPTRUST is running unopposed. Polls will open at 8 a.m. EST and close at 6 p.m. PST. Voters have the option to abstain.
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At 10:50 a.m. Central today June 17, watch the 2025 Financial Wellness Awards live from @Morningstar Inc in Chicago at vimeo.com/1093397875

The Retirement Advisor Council Financial Wellness Awards

The Retirement Advisor Council Financial Wellness Awards recognize the unique and profound commitment of an organization to the financial wellness of its employees.

vimeo.com
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Executive Director Eric Henon is honored to have received the 2025 @PLANADVISER Vision Award. Also pictured and accepting the award on behalf of the Council membership is President Kelly Famiglietta and President-elect Lisa Buffington. Photography credits: Anthony Collins #401k #403b #457b #retirementplan #advisors
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Receiving the 2025 Vision Award at the @PLANADVISER Awards Reception in Manhattan. planadviser.com/2025-retirem… #awards #401k #403b #457b

PLANADVISER'S 2025 Retirement Plan Adviser of the Year Winners | PLANADVISER

Winners were announced at the Industry Leader Awards dinner in New York along with recognition for top advisers and the launch of a new awards program to recognize excellence in operations.

planadviser.com
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How else can you leverage AI to enhance your practice? Did you miss out on the 1 session that left the most positive impression at the 01/25 meeting? Join us on Zoom 03/13 at 2p CDT. THANKS Julie Braun of @MorganStanley, @401kconsultant and @401kottler for your insights. Members add to calendar at lnkd.in/eFGz8Evr #401k
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Record attendance at the January 2025 semi-annual meeting that @Fidelity is hosting in Westlake, TX. Thanks to all members of the meeting planning committee for putting together the program of this unique industry peer discussion meeting #RetirementAdvisorsMeet
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Wishing all our members, business partners, supporters, fans, employees, contractors, suppliers and stakeholders a very successful 2025! #401k #403b #457b #Retirementplans #HCM #Payroll #HappyNewYear2025
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Wishing all members, clients, supporters, staff, contractors, suppliers, business partners, their friends and families a very Merry Christmas! 🎄 #HCM #HRIS #Payroll #401k #403b #457b #retirementplans #Christmas2025
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Board election results in the Advisor college: Congratulations to Lisa Buffington, AIF® CPFA® of @MarshMcLennan Agency who will join the Board on January 22, 2025 when Council President Alex Assaley, AIF® retires from his position and Kelly Famiglietta, AIF®, C(k)P®, CPFA®, CFP® becomes the new President. #401k #403b #457b #retirementplan #advisor #Elections2024
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RETIREMENT ADVISOR COUNCIL MEMBERS: TODAY IS ELECTION DAY - ADVISORS - INVESTMENT MANAGERS - SERVICE PROVIDERS #ElectionDay #401k #403b #457b #RetirementPlans
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Enjoy a relaxing Labor Day Weekend! 😎 Thanks to our staff and contractors. Thanks to our clients, members, and business partners in and outside the Retirement Plans business.
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#NEWS @natixis Investment Managers joins the Retirement Advisor Council. #401k #403b #retirement #investments
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News Release: @401GOtoday joins @RetAdvisors as a member-at-large posted at lnkd.in/e9tM8wsD includes a quote from @401Go CEO and Co-founder Dan Beck #401k #403b #457b #retirementplans #advisors
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DB , hybrid, cash balance plans gain interest. Read retirementadvisor.us/index.p… Sarah Murray, FSA, EA, MAAA and Mary Markham, @millimaninsight explain what piques employers' interest. First in a series to help member advisors expand DB plan knowledge and grow revenue. #Advisors
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