01
Sales Strategy
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Distribution Intermediary — extending your reach into retirement plan aggregator home offices
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Navigating the Retirement Landscape — advisor-sold marketplace
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Capital Introduction — connecting asset managers with DC advisory firms, 3(38) fiduciaries, and model managers as opportunities arise.
02
CIT Product Development
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Expansion of Investment Vehicles — support in establishing a CIT or additional fee class
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CIT Pricing — CUSIP eligibility requirements and marketability within the retirement plan marketplace
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Investor Onboarding — documentation and operational support when qualified plan investors implement a CIT
03
RFP and Evaluation Processes
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Third-Party Trustee — managing the RFP process for asset managers seeking a trustee relationship
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Qualified Plan Financial Advisors — facilitating RFP processes or identifying advisor candidates for inclusion
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Candidate Screening — supporting your hiring process for roles in the retirement plan marketplace
04
Education & Collateral
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Insights into the retirement plan marketplace
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Legislative Education — post-ERISA legislative updates that have driven the growth and evolution of CITs
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Collateral Collaboration — creation and development of retirement plan marketing materials
05
Inspirational Speaking
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Fearless with Positive Energy®
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Keynotes and Custom Talks — for meetings, events, and conferences
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Personal Experiences — inspired by running a half marathon on every continent and visiting all Seven Wonders of the World
