Sales
Webinars & Broadcasts
CalSavers – Are you Ready? Invite.
CalSavers Retirement Savings Program – Booklet
CalSavers Retirement Savings Program – Slides
CalSavers Retirement Savings Program – Proposal
NH Hicks November 2021 Webinars: Qualified Plans in Today’s Environment
Qualified Plans in Today Environment DC Booklet
Qualified Plans in Today’s Environment DC Slides
Qualified Plans in Today’s Environment DC Broadcast
Qualified Plans in Today’s Environment DB Booklet
Qualified Plans in Today’s Environment DB Slides
Qualified Plans in Today’s Environment DB Broadcast
Qualified Plans in Today’s Environment Legal Booklet
Qualified Plans in Today’s Environment Legal Slides
Qualified Plans in Today’s Environment Legal Broadcast
NH Hicks August 2021 Webinars: Selling Retirement Plans
How to Sell Retirement Plans Booklet
How to Sell Retirement Plans Slides
How to Sell Retirement Plans Broadcast
Marketing Tools
Administrative Tools
Financial Professional Referrals
Investment Providers
 |
Amy Garman Retirement Business Development Specialist |
||
 |
Great-West Retirement Services |
Henry Giano |
|
 |
|||
 |
David Ravarino TPA Services |
Caroline Perry TPA Regional Vice President |
|
 |
Matthew Nault Internal Retirement Sales Associate Angelo Cabral Regional Vice President |
Zach Carstensen Regional Vice President Christopher McDavid Regional Vice President |
|
 |
Fred Bloodgood |
Bonnie L. Nave Senior Strategic Relationship Manager: TPA Channel |
|
 |
Kevin Drucker Managing Director |
David Popalardo Sales Consultant |
|
 |
Timothy R. Guay, MBA, CIMA, ARPC
Director Investment Specialist Group |
||
 |
Kari Lusby, CFP, AIFA
Regional Vice President |
||
 |
Victoria Frey
Relationship Manager |
||
 |
|||
 |
Matt Beaulieu
|
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