ERISA Advisory Council

• 

  The Successful Retirement Plan Advisor, Pt. 3: Profile in Success— Jason Chepenik

  By Liz Davidson, Financial Finesse  |  March 4, 2013

  Advisor Jason Chepenik’s two key principles for success: setting the stage for referrals by working tirelessly to find the root problem to his clients’ retirement issues and building custom plans to meet plan sponsors' needs.

• 

  The Successful Retirement Plan Advisor, Pt. 2: Profile in Success—Trisha Brambley

  By Liz Davidson, Financial Finesse  |  February 25, 2013

  As part of our series on what the most successful retirement plan advisors have in common, we profile Trisha Brambley of Retirement Playbook Inc.

• 

  New Hire Roundup: Beale, Kayajanian Join Security Benefit; DOL Picks New ERISA Council Members

  By Marlene Y. Satter, AdvisorOne  |  December 18, 2012

  This week in new hires, Security Benefit welcomed George Beale and Jeffrey Kayajanian, CapWealth named Phoebe Venable president and COO, and the DOL named five new ERISA Advisory Council members.

• 

  Retirement Planning Groups to SEC: Stop Messing With Money-Market Funds

  By Melanie Waddell, AdvisorOne  |  August 21, 2012

  In a joint letter to the SEC Tuesday, the ICI, FSI and others said the proposed changes would render the funds "far less desirable—if not unusable—for retirement savers."

• 

  Providers of 403(b) Plans Gear Up for Regulatory Challenges

  By Melanie Waddell, AdvisorOne  |  January 12, 2012

  Providers of 403(b) plans that are subject to ERISA will face regulatory challenges this year–namely complying with the Department of Labor’s fee disclosure rule as well as the expanded Form 5500 reporting requirements.

• 

  New Hire Roundup–Securities America Promotes Hulett; Hendrickson Joins HSBC

  By Marlene Y. Satter, AdvisorOne  |  January 4, 2012

  This week in new hires, Securities America announced officer promotions and Damion Hendrickson joined HSBC.

• 

  Olivia Mitchell: Helping Women Improve Their Financial Literacy—Top Women Extended Profile

  By Marlene Y. Satter, AdvisorOne  |  July 13, 2011

  Wharton professor, researcher and mentor tells AdvisorOne that her focus is on the next generation.