TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Retirement Planners and Administrators (RPA)
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Regional Sales Director (West) July Business Services
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New York City District Council of Carpenters Benefit Funds
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Senior Specialist 401k Recordkeeping T Bank N.A.
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July Business Services
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Defined Contribution Account Manager Nova 401(k) Associates
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Pollard & Associates
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Retirement Solutions Specialists
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Fringe Benefit Group
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Great Lakes Pension Associates, Inc.
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July Business Services
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Greenline Wealth Management
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Maximizing Your Investment in DC Advisor Value-Added Programs (PDF)
Chatham Partners July 25, 2014
"[1] There is a strong correlation between being a DC Advisors' preferred provider and offering strong value-added programs. [2] One size does not fit all, programs have varying appeal that is often dependent upon the type of advisor, channel, or, even, target market segment. [3] Value-added programs open doors or break ties. [4] Winning firms have adopted best practices around creating and managing their value-added programs for both DC Advisors and their Broker/Dealer and Advisory firm home offices."
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