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New strategies for frozen defined benefit plans

Mar 12, 2024 11:00 AM Eastern Daylight Time - Mar 12, 2024 12:00 PM Eastern Daylight Time
Location To Be Determined

Join us for an informative webinar where guest speakers Gary Burczek and David Sandstead will outline strategies for defined benefit plans.
Hosted by:
Chad Goerner, CFP®, CIMA® Senior Vice President – Financial Advisor
Senior Portfolio Manager – Portfolio Focus Corporate Retirement Director and Senior Institutional Consultant
Stacia Apostolos, AIF®, CPFA™ Financial Advisor
Guest speakers:
Gary Burczek- Actuary, Defined Benefit Plan Solutions

Principal Financial Group
David Sandstead- Regional Vice President – Retirement Services
Principal Financial Group

RSVP to Chad Goerner at chad.goerner@rbc.com or Stacia Apostolos at stacia.apostolos@rbc.com by Friday, March 8, 2024.

A nationally recognized institutional consulting team

We are a team of seasoned investment professionals with the insight and skill to deliver what our clients need: proactive investment advice, prudent risk management and thoughtful, timely investment manager research. Princeton Financial Partners provides institutional consulting services for corporate retirement plans, endowments, foundations and health savings accounts.

Michael Gara and Chad Goerner - Recognized as industry leaders.

Michael Gara

Barron’s Top 1,200 Financial Advisors: 2020, 2021, 2023, 2024
Forbes Best-In-State Wealth Advisors, New Jersey: 2021, 2023, 2024

Chad Goerner, CFP®, CIMA®, CRPSTM, CSRIC^TM

Financial Times Top 401 Retirement Plan Advisors: 2020
Forbes Best-In-State Wealth Advisors, New Jersey: 2020, 2021, 2023, 2024
Plan Adviser’s Top Retirement Plan Advisor: 2022, 2023, 2024

We are proud to be recognized by Forbes as a Best-in-State Wealth Management Team in 2024.

The 2020 Forbes "Best-In-State Wealth Advisors" award was announced January 2020. Data as of 6/30/2019. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2020 Financial Times "Top 401 Retirement Advisors" award was announced October 2020. Data as of 12/31/2019. The award is an independent listing produced annually by the Financial Times. The FT 401 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. Criteria for the award includes defined contribution (DC) plan assets under management, growth in DC plan business, specialization in the DC business, years of experience, industry certifications and compliance record. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

The 2021 Forbes "Best-In-State Wealth Advisors" award was announced February 2021. Data as of 6/30/2020. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: <a href="http://www.SHOOKresearch.com" target="_blank">www.SHOOKresearch.com</a>.

The 2023 Forbes “Best-In-State Wealth Advisors” award was announced April 2023. Data as of 6/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: <a href="https://www.SHOOKresearch.com" target="_blank">www.SHOOKresearch.com</a>.

The 2024 Forbes Best-In-State Wealth Management Teams award was announced January 2024. Data as of 3/31/23. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

The 2024 Forbes "Best-In-State Wealth Advisors" award was announced April 2024. Data as of 6/30/2023. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor based on qualitative criteria such as: best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

There are no events to show

New strategies for frozen defined benefit plans

A nationally recognized institutional consulting team

Michael Gara and Chad Goerner - Recognized as industry leaders.

Michael Gara

Chad Goerner, CFP®, CIMA®, CRPSTM, CSRIC^TM

We are proud to be recognized by Forbes as a Best-in-State Wealth Management Team in 2024.

2024 Top DC Advisor Team

Strength you can trust

Global Insight Monthly

Debunking debt disaster

Let's take the next step together

Meet the team

Latest Insights

Four ways to pass down your family home to your children

Let's start the conversation

There are no events to show

New strategies for frozen defined benefit plans

A nationally recognized institutional consulting team

Michael Gara and Chad Goerner - Recognized as industry leaders.

Michael Gara

Chad Goerner, CFP®, CIMA®, CRPSTM, CSRICTM

We are proud to be recognized by Forbes as a Best-in-State Wealth Management Team in 2024.

2024 Top DC Advisor Team

Strength you can trust

Global Insight Monthly

Debunking debt disaster

Let's take the next step together

Meet the team

Latest Insights

Four ways to pass down your family home to your children

Let's start the conversation

Chad Goerner, CFP®, CIMA®, CRPSTM, CSRIC^TM