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Nova 401(k) Associates
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Internal Channel Sales Team Lead July Business Services
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EPIC RPS
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Daybright Financial
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Director of Regulatory Operations and Compliance PCS Retirement
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Stones River Consulting
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Daybright Financial
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Regional Sales Director-Mid Atlantic July Business Services
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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EPIC RPS
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Independent Retirement
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Spectrum Pension Consultants (part of Daybright Financial)
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Regional Sales Director-Heartland July Business Services
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Relationship Manager – Defined Contributions Daybright Financial
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Director, Strategic Accounts and Channel Development July Business Services
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Susan Mangiero, in Advisor Perspectives
Nov. 20, 2025
"Unlike publicly traded funds, data about alternative investment funds is not always readily available nor easy to interpret.... Financial advisors can help retirement plan participants navigate the brave new world of customized alternatives by doing a deep dive into what's available and how they compare with traditional bonds, cash, and stock. This is easier said than done. New products won't have a long track record. Performance metrics will differ."
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