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
https://t.co/zt29QYiWOf
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" https://t.co/Pwfur0xuUA
#401k#403b#457b#diversity#advisor
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.
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
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 https://t.co/bj4bubWIA3 #401k
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
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
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.
DB , hybrid, cash balance plans gain interest. Read https://t.co/78qGZQ5cKj 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