401(k) Specialist Issue 4 - 2017 - 24
Top Advisor
by PARTICIPANT OUTCOMES
WHO WAS HONORED
as the 2017 Top Advisor By Participant Outcomes?
Excel 401(k): The Advisors' Conference combined education
and excitement in the run-up to the big announcement
By Editorial Staff
S
Retirement Benefit Group's George Fraser.
24
ISSUE 4 2017 | 401kSpecialist.com
Scenery, sunshine and parties on the strip were the perfect
complement to the hard work and high-quality sessions at Excel
401(k): The Advisors' Conference at the Paris Las Vegas Hotel and
Casino in late October.
Hosted by Ross Marino and Rekon Intelligence, the fast-paced
nature of the event kept Sin City distractions to a minimum, and
401(k) advisors returned home with wallets and livers (somewhat)
intact.
Opening night festivities included female 401(k) industry leaders
at the Eiffel Tower Restaurant for a WiPN event and a general
attendee swill-fest at the Beer Park.
Monday morning brought an opening general session on the
future of the 401(k) marketplace, as well as the announcement
of 401(k) Specialist's 2017 Top Advisor by Participant Outcome
recipient.
With the monthly TAPO designees on hand to be recognized
and celebrated, Retirement Benefit Group's George Fraser was
named to the top honor for the care and creativity he displays in
ensuring successful retirement outcomes for participants in the
plans with whom he works.
An independent panel of judges-including Barbara March of
Bridgepoint Group, Richard Carpenter of USVI Pensions, Tony
Mingo of VWise and John Moody, most recently with Matrix
Financial Solutions, a Broadridge Company-selected Fraser for
the behavioral simplicity he employs.
" George's hands on approach with participants of all income
levels is admirable and inspiring, " wrote vWise's Mingo. " There is
no shortage of advisors who care about, and make efforts to help,
lower income participants save for retirement. However, there are
few advisors who have been effective in leading those participants
to take actions that result in long-term, positive behavior changes
around saving for retirement. Well done, George! "
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401(k) Specialist Issue 4 - 2017
Table of Contents for the Digital Edition of 401(k) Specialist Issue 4 - 2017
Table of Contents
401(k) Specialist Issue 4 - 2017 - Cover1
401(k) Specialist Issue 4 - 2017 - Table of Contents
401(k) Specialist Issue 4 - 2017 - 1
401(k) Specialist Issue 4 - 2017 - 2
401(k) Specialist Issue 4 - 2017 - 3
401(k) Specialist Issue 4 - 2017 - 4
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401(k) Specialist Issue 4 - 2017 - Cover3
401(k) Specialist Issue 4 - 2017 - Cover4
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