ROUNDTABLE ARCHIVE
If you have news of interest to plan advisers, email us at news@planadviser.com
Tim Soldan, Director of Compliance Services
Rick Ayers, Vice President of Retirement Plans
Kent Peterson, Director of Investment Services and Senior Associate Actuary
Jennifer Seligson, Head of Retirement Business Management and Strategy
Roger Gray, Head of Retirement Relationship Management
Ron Cohen, Head of Retirement Services
Anne Lester, Mng Dir/Sr Portfolio Mgr for JPMorgan SmartRetirement Funds
David Musto, Mng Dir/Head of DC Investment Solutions (DCIS)
Heidi Walsh, VP/leader for DCIS National Accounts
Mark Glavin, Vice President, National Sales and Service Distribution
Thomas Foster Jr., Vice President and national retirement plans spokesperson for the Retirement Plans Group at Hartford
Securian Retirement offers plan practices a fiduciary can embrace
Skip Schweiss, President of TD Ameritrade Trust Company, shares the merits and opportunities associated with ETFs as an investment option in the corporate retirement plan mix.
Skip Schweiss, President of TD Ameritrade Trust Company,
DWS takes a new look at investment advice
Emerging DC trends focus industry attention on strengthening participant outcomes
AUL, a OneAmerica® company, reinvents its adviser approach.
Advisers who want to broaden their retirement plans practices can consider adding professional practice clients
Plan providers can offer a wide variety of support options for advisers—which is why selecting one with which to work requires careful consideration
Chris Augelli, Vice President of Alliance Programs and Business Development for ADP Retirement Services
Anthony Girellini, Chairman and CEO of Principled Advisors
Here’s how two unique retirement plan sponsors make the most of their advisor relationships in order to give the most to their plan participants.
Kristen Flynn, VP/Human Resources Director at Fullerton Community Bank
Elizabeth Paul, VP of Finance for Powdr Corp.