Sales
Webinars & Broadcasts
2024 Retirement Plan Sales Webinar
2024 Retirement Plan Sales – Booklet
2024 Retirement Plan Sales – Slides
2024 Retirement Plan Sales – Broadcast
Marketing Tools
Administrative Tools
Financial Professional Referrals
Investment Providers
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Amy Garman Retirement Business Development Specialist |
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Great-West Retirement Services |
Henry Giano |
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Barry Newman Regional Vice President |
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David Ravarino TPA Services |
Caroline Perry TPA Regional Vice President |
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Matthew Nault Internal Retirement Sales Associate Angelo Cabral Regional Vice President |
Zach Carstensen Regional Vice President Christopher McDavid Regional Vice President |
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Fred Bloodgood Advanced Sales and Business Development |
Bonnie L. Nave Senior Business Development Manager |
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Kevin Drucker Managing Director |
David Popalardo Sales Consultant |
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Timothy R. Guay, MBA, CIMA, ARPC
Director Investment Specialist Group |
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Kari Lusby, CFP, AIFA
Regional Vice President |
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Victoria Frey
Relationship Manager |
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Matt Beaulieu
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Department of Labor
Professional and Educational
Other Government Agencies
2021 Training
CARES Act Loan Re-Amortization
2020 5500-Ez
DOL Guidance to Missing Participants
Appropriations Act
DOL Clarifying Pandemic Relief Ext
New Client Policy
Microsoft 365 Training
Rollovers of After Tax Contributions
Designated Roth Accounts – In Plan Rollovers to Designated Roth Accounts
Understanding the Mega Back Door IRA
Summary of Major Plan Provisions
Into Email – Ann
Restatement Procedures/Forms