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I am excited to announce that I am named as a 2025 PLANADVISER Top Retirement Plan Adviser. @PLANADVISER #2025TopRetirementPlanAdviser #RetirementPlanAdviser
Are you a plan sponsor looking to fulfill fiduciary duties and sharpen your skills to provide an effective employer-sponsored retirement plan to employees? Learn more about earning the Certified Plan Sponsor Professional certification (CPSP) for free. https://bit.ly/4e3d1mg The American Retirement Association (ARA), and its affiliate the Plan Sponsor Council of America (PSCA) have entered into an arrangement with RBC Wealth Management, a division of RBC Capital Markets, LLC (“RBC WM”) allowing RBC WM to introduce its clients to ARA and/or PSCA with the potential that ARA and/or PSCA may be able to assist such clients with enhancing their professional education. This email is being provided to you for informational purposes only and is not a recommendation or advice. RBC WM is registered as a broker-dealer and investment advisor with the U.S. Securities and Exchange Commission. ARA and PSCA are non-profit professional organizations that provide credentialing and certification programs to retirement professionals; and participate in the development of retirement policy through legislative advocacy. For additional information, please visit usaretirement.org/about/. Neither ARA nor PSCA are affiliated with RBC WM. RBC WM does not provide professional certification or continuing education services. Neither ARA or PSCA compensate RBC WM nor your Financial Advisor for introducing you to ARA and/or PSCA. RBC WM does not share client information with ARA or PSCA. Any personal identifying information provided to ARA and/or PSCA by you is subject to ARA’s privacy policies and procedures.
The RBC Institutional Consulting Group is a select group of financial advisors who serve the advisory needs of foundations, endowments, businesses and family trusts. We’ve passionately provided investment consulting services and retirement plans to institutional clients since 1940. Services are tailored to meet the unique needs of your organization.