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Director of Regulatory Operations and Compliance

PCS Retirement
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Internal Channel Sales Team Lead

July Business Services
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Director, Strategic Accounts and Channel Development

July Business Services
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Regional Sales Director-Mid Atlantic

July Business Services
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Relationship Manager – Defined Contributions

Daybright Financial
(Remote)

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Team Leader

Nova 401(k) Associates
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Senior Client Success Manager

Independent Retirement
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Plan Administration Analyst

EPIC RPS
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Regional Sales Director-Heartland

July Business Services
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Consulting Actuary

Daybright Financial
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Relationship Manager

Daybright Financial
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Consultant / Account Manager

Spectrum Pension Consultants (part of Daybright Financial)
(Remote / Tacoma WA / CA / OH)

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Plan Administrator

Stones River Consulting
(Remote / TN)

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Manager of Client Service

EPIC RPS
(Remote / Norwich NY)

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Experienced Employee Benefits Attorney

Shipman & Goodwin LLP
(Hartford CT / Stamford CT / Boston MA / Hybrid)

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2 Matching News Items

1.  FinanceBuzz Link to more items from this source
Jan. 6, 2026
"According to the Federal Trade Commission's annual report to Congress released earlier this month, adults age 60 and older reported $2.4 billion in scam losses last year, which is an increase of 26.3% from $1.9 billion in 2023 and a 300% jump from $600 million in 2020. To avoid wasting your retirement savings, here's how to spot and stamp out 401(k) and retirement account fraud so you can keep your savings safe."
2.  FinanceBuzz Link to more items from this source
Oct. 17, 2024
"2 out of every 5 people with retirement accounts have taken money out of them early, including more than 10% that have done so multiple times. Only 43% report paying back the amount withdrawn.... More than 80% of people are unaware of an IRS change allowing a $1,000 emergency withdrawal. Personal debt is the #1 reason for making an early withdrawal, cited by nearly one-fourth (24%) of people who have taken an early withdrawal."

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