Tag: Client satisfaction

Lessons in Building Talented Teams

In a dialogue with PLANADVISER, Dominique Henderson, founder of an adviser mentorship program called JumpStart, reflected on his own entrance into this industry and helping others find their ‘why, who and how.’

An M&A Q&A with Voya Retirement CEO Charlie Nelson

In a discussion with PLANADVISER, Nelson commented on the recently announced deal that will send 900 retail-focused financial advisers to Cetera, with Voya retaining 600 advisers focused on the workplace.

15th Anniversary of RPAY: Joe Connell

Though he now works under a different firm than when he won recognition as a PLANSPONSOR Retirement Plan Adviser of the Year in 2014, Joe Connell says his core approach to the business remains the same.

15th Anniversary of RPAY: Pensionmark

Given the firm’s forward-thinking attitude, not all that much has changed since Pensionmark was recognized as the 2013 PLANSPONSOR Multi-Office Adviser Team of the Year, apart from the size of the firm.

15th Anniversary of RPAY: Jeb Graham

One sign of the changing times since Jeb Graham was named Retirement Plan Adviser of the Year in 2013 is that plan sponsors are much more interested in the financial and physical well-being of their employees.

15th Anniversary of RPAY: Stace Hilbrant

The 2012 winner of the PLANSPONSOR Retirement Plan Adviser of the Year award says more change has happened in the past eight years than occurred immediately after the passage of the landmark ERISA legislation.

15th Anniversary of RPAY: the Prince Group

When the Prince Group won the Retirement Plan Adviser Team of the Year award in 2010, it did not offer 3(38) fiduciary services. Times have changed, says Doug Prince, CEO.