Retirement Advisor

Call for nominations for a #FinancialWellness award posted at retirementadvisor.us/index.php/fina… We accept nominations from any member (other than the jury) but only from members until EOD May 3 2024. #401k #403b #457b #retirementplan #RetirementAdvisorsMeet

If THANK YOU to @InvescoUS for hosting the 2026 Semi-annual meeting January 21-22 in Atlanta, GA #RetirementAdvisorsMeet

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.

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

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

Receiving the 2025 Vision Award at the @PLANADVISER Awards Reception in Manhattan. planadviser.com/2025-retiremen… #awards #401k #403b #457b

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

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

Wishing all our members, business partners, supporters, fans, employees, contractors, suppliers and stakeholders a very successful 2025! #401k #403b #457b #Retirementplans #HCM #Payroll #HappyNewYear2025

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

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

RETIREMENT ADVISOR COUNCIL MEMBERS: TODAY IS ELECTION DAY - ADVISORS - INVESTMENT MANAGERS - SERVICE PROVIDERS #ElectionDay #401k #403b #457b #RetirementPlans

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.

#NEWS @natixis Investment Managers joins the Retirement Advisor Council. #401k #403b #retirement #investments

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

DB , hybrid, cash balance plans gain interest. Read retirementadvisor.us/index.php/blog 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

wishing all our clients, business partners, staff, contractors, and volunteers a Happy July 4th Holiday extended weekend! #401k #403b #457b #retirementplans #financialwellness

RetirementAdvisorCouncil is hosting Financial Wellness Awards: Live From Franklin Templeton in San Mateo, CA. Make sure to attend it tomorrow. linkedin.com/events/finawel…