Sales
Webinars & Broadcasts
2025 How To Build A Successful Retirement Plan Business
How To Build A Successful Retirement Plan Business – Booklet
How To Build A Successful Retirement Plan Business – Slide
How To Build A Successful Retirement Plan Business – Broadcast
2025 Unlocking The Creative Potential of Your Owner Only Retirement Plan Business
2025 Unlocking The Creative Potential of Your Owner Only Retirement Plan Business – Booklet
2025 Unlocking The Creative Potential of Your Owner Only Retirement Plan Business – Slides
2025 Unlocking the Creative Potential of Your Owner Only Retirement Plan Business – Broadcast
2025 Insights From Top Recordkeepers Panel Discussion
2025 Insights From Top Recordkeepers Panel Discussion
2024 Defined Contribution & Defined Benefit Plans Webinar
2024 Defined Contribution & Defined Benefit Plans – Booklet
2024 Defined Contribution & Defined Benefit Plans – Slides
2024 Defined Contribution & Defined Benefit Plans – Broadcast
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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Marc Laleggio (415) 828-9578 External Retirement Plan Rep for N. CA & N. NV |
Stephen LaFluer (800) 421-8305 Internal Retirement Plan Rep for N. CA & N. NV |
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Empower Retirement Services |
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Barry Newman Regional Vice President |
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Blake Bandani (860) 380-0822 External Sales Rep for Sacramento Region |
Bill Hayward (408) 410-9138 External Sales Rep for Bay Area |
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Jay Brinley (617) 663-4632 Internal Retirement Plan Rep N. CA Angelo Cabral (925)357-0069 External Retirement Plan Rep Bay Area |
Zach Carstensen (916) 215-9240 External Retirement Plan Rep N. CA Christopher McDavid (415) 497-8532 External Retirement Plan Rep Pleasanton, Walnut Creek, East Bay |
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Fred Bloodgood Advanced Sales and Business Development |
Bonnie L. Nave Senior Business Development Manager |
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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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Matthew Fraisse (916) 747-3497 External Retirement Plan Rep N. CA |
Scott Poppenhusen (925) 357-6234 External Retirement Plan Rep N. CA |
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Matt Beaulieu
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Matthew Owens (719) 278-5663 Internal Sales Rep for N. CA & N. NV |
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Camila Jauregui (480) 713-2662 Internal Sales Rep for N. CA, NV, UT |
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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
