Retirement security is an issue that commands much of my time, energy and passion. At Wealth2k® I am overseeing the development of communications technology, IRA rollover applications and retirement income investing tools that help financial advisors, product manufacturers and plan sponsors more effectively deliver income planning services and investor education.
My work in the retirement field also includes serving as Secretary, Board member and Chair of the Member Services Committee of the Retirement Income Industry Association (RIIA). RIIA is a non-profit think tank that has brought together leading financial services companies in a cross-silo exploration of retirement security issues.
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