RetireMap HQ

As retirement plan advisors become increasingly important sources of distribution, virtually all providers want to know how they can grow their share of advisors.

In this short video clip, Jason Chepenik, who in 2010 was named the Top Advisor in the Mid-Market Retirement Plan space by the 401kWire, explains some of the steps providers can take if they want to deliver real value to advisors like him (scroll over “Playlist” to view more videos):

One of the coming trends in the retirement plan space is the “DB-ization” of defined contribution plans.

In this short video clip, Jason Chepenik, who in 2010 was named the Top Advisor in the Mid-Market Retirement Plan space by the 401kWire, explains why the next generation of retirement income products from leading fund companies matter:

As part of a new video series interviewing advisors and other folks involved in the retirement plan industry, Jason Chepenik, CFP® AIF® who is a Managing Director at Chepenik Financial, offered to kick things off.

If you haven’t already heard of Jason, in 2010 he was named the Top Advisor in the Mid-Market Retirement Plan space by the 401kWire and is a frequent speaker at conferences. More importantly, Jason is fun to watch on video (though we did edit out his on-air sneeze).  

Boulevard R is happy to announce the sponsorship of a Financial Planning Association® webinar with Jason Chepenik, CFP®, AIF® on Wednesday, May 25 at 2pm Eastern.

To register on FPA’s website, click here.

The webinar, designed for financial advisors, is entitled How to Win More Retirement Plans and will cover:

• How the retirement plan industry is changing and what that means for fiduciaries and non-fiduciaries
• How fee disclosure and increased demand to improve plan outcomes is creating opportunities for financial advisors
• How you can use some of the same prospecting strategies and tools that top plan advisors employ to win new plans

We’re very fortunate to have Jason running this webinar.  Recognized as one of the top advisors in the country, Jason is a Managing Partner at Chepenik Financial.  Jason’s professional highlights include:

• 16 years Investment/Retirement Industry Experience
• Named to 2011 The 401kWire 60 Most Influential DC Advisors
• 2010 Top Advisor in the Mid-Market Retirement Plan space by the 401kWire
• 2010 401kWire “100 Most Influential People in the Defined Contribution Industry” Recipient
• 2009 401kWire “Top 40 Defined Contribution Advisor” Recipient
• 2009 Institutional Investor “Rising Star” Recipient
• 2007-2009 PLANSPONSOR “Most Successful Retirement Plan Advisors” Recipient
• BlackRock Defined Contribution Council Member (2010)
• Prudential Financial Advisory Council (2010 Member)
• Putnam DC Advisory Council (2010 Member)

To sign up for the webinar (free for FPA members) visit:
http://www.fpanet.org/professionals/Learn/VirtualLearningCenter/ClassDescriptions/MoreRetirementPlans/