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  1. Thanks for pointing out attachment fail. I pasted info and removed your post. - Dan 

  2. Admin

    Thanks for pointing out attachment fail. I pasted info and removed your post. - Dan 

  3. Hey All, One of our favorite firms, Aspire Financial Services, has an Account Executive Director position open (see below). Please share with anyone you think might be a good fit. Interested persons should contact Tonya.Kachurak@Aspireonline.com - Dan DEPARTMENT: Client Management POSITION: Director | Account Executive FLSA: Exempt DATE: 08/2018 JOB SUMMARY: The Director | Account Executive is responsible for the overall health, retention and growth of key channel client relationships throughout the entire lifecycle from proposal to steady support state. Provides management oversight for the day-to-day support of all account service functional activities and targeted initiatives. Ensures Aspire is consistently meeting and or exceeding service quality, productivity and financial metrics. Serves as a key member of the Client Management Team and provides industry insight, input and support in defining, developing and executing Aspire’s service strategies, as well as operational and financial objectives. DUTIES & RESPONSIBILITIES: 1. Team Management • Coach and mentor Business Relationship Consultant (BRC) team to deliver high performance. • Develop and maintain an appropriate and cost effective team structure that supports the needs of the business. • Supervise recruitment, development and retention of the BRC team. 2. Service & Support: • Develop and cultivate relationships with all key channel clients. • Work with departmental management to continually identify, define, monitor and ensure all key performance metrics meet or exceed expectations. • Ensure continuous delivery of quality customer service through oversight of service level agreements. • Implement and maintain client feedback framework to provide insight and visibility to identify service delivery and support improvement opportunities. • Establish and facilitate strong communication with sales and marketing teams to identify opportunities to cross-sell solutions to existing clients. • Partner with key internal units to develop account management strategies, resolve issues, and streamline processes. 3. Client Retention & Growth: • Lead the sales development strategies and efforts including, but not limited to continuous introduction of the full suite of services and programs to significantly increase awareness and growth opportunities. • Partner with Sales and Project Management Office (PMO) to cultivate and facilitate the on-boarding of new channel and BPO relationships throughout all phases of the engagement cycle, including but not limited to: • Define and facilitate due diligence and discovery process. • Develop and execute a full-scale implementation and transition plan. • Establish operating parameters. • Track project milestones using appropriate tools. • Identify and coordinates implementation of internal and external resources to define project objectives. • Manage project scopes, goals and deliverables that support the business strategy in collaboration with senior management and stakeholders. • Act as a facilitator between the groups to resolve issues. • Ensure consistent and frequent communication of project status to stakeholders. 4. Support Platform Migration and Ongoing Evolution: • Work with IT team to support and facilitate the implementation of functionality enhancement. • Lead effort to develop and facilitate formal migration and deployment plan. • Lead and support Aspire’s communication strategy and plan. 5. Leadership & Strategy: • Translate business strategy and objectives into tangible goals for the service delivery teams. • Keep current with trends and issues in the IT industry, including current technologies and prices. Advise, counsel, and educate executives and management on the competitive or financial impact. • Demonstrate Aspire's core values and customer service standards. 6. Any other duties assigned by Management JOB REQUIREMENTS: • Ability to structure and solve complex problems using a fact driven analytical approach • Ability to structure work, manage strategy projects and provide thought leadership to the team members • Strong oral and written communication skills; ability to synthesize and effectively communicate key messages • Must have excellent active listening skills • Proven track record of thought leadership • Expertise in business strategy or operations strategy • Ability to create strategy tools, frameworks and processes • Strong executive presence; not through arrogance, rather collaboration and influencing; a strong, humble leader • High cross-cultural awareness • A team player able to work with and through others with the ability to influence others and move toward a common vision or goal • Ability to ask probing questions and drive to find the right answer • Commitment to excellence REQUIRED EDUCATION/KNOWLEDGE/EXPERIENCE: • BS in related field required; MBA in related field desired • A minimum of fifteen (15) years broad based operational experience within the financial services industry (preferably retirement) with demonstrated results in the execution of relationship strategies, including a proven track record of identifying, developing and nurturing strategic partnerships • History of collaborating closely and effectively with delivery, operations and practice teams in business development, relationship management and competency building scenarios • Possesses deep financial services and retirement industry expertise; heavily steeped in front, middle and back office processes • Travel up to 40% • Experience and track record of closing new business through strategic outsourcing engagements and partnerships with C-level buyers. • Sitting, typing and computer monitor viewing for extended periods. Occasional lifting up to 40 pounds. Must be able to type and perform repetitive key strokes.
  4. Axa Equitable is looking to grow its retirement adviser arm and focus on growth opportunities in the 403(b) space as it reported outflows from its investment management and individual retirement arms. Announcing its Q2 results, the recently floated US operations of the French insurance giant blamed net outflows of $7.7billion.
  5. Thanks for the report, Steve! I wish I could have gone. I have followed this movement closely for the past few years.
  6. Hey All, It took some time, but the latest — and 7th edition — of Teach and Retire Rich is now available for purchase. We have a fancy new website (and cover) as well (thanks, Amanda!): Teach and Retire Rich 7th edition.
  7. Hey Michael, Great to hear from you. Thanks for superb contribution. I hope all is well. - Dan
  8. Important article on need for disability insurance from one of the members of our 403(b)wise Fiduciary Directory: Disability Protection
  9. This is the single best story I have seen on this topic. As Steve, points out, it really helps explain, without even mentioned the plan, why the K-12 403(b) largely stinks. As MoeMoney mentions, there is much original thinking in this story. - Dan
  10. Admin

    403(b) Choices

    Sorry for being a little late to this discussion. Kevin, thank you for sharing this, and thank you for trying to make sense of the insane world that is the K-12 403(b). Thank you too to all of the 403(b) advocates helping you out. I don't believe this was shared but if you want to use an advisor ask them these questions: https://403bwise.com/pdf/403bwise_Advisor_Questionnaire.pdf and make them sign this pledge: https://403bwise.com/pdf/403bwise_Fiduciary_Pledge.pdf We have created a special directory of fiduciary advisors who pledge to answer these questions and to sign the Fiduciary Pledge. These advisors will work across state lines. I know that Amy and Anthony are in the New York area: https://403bwise.com/directory
  11. 403bwise Discussion Board http://board.403bwise.com/topic/6120-security-benefit’s-neadirect-invest-vanguard-admiral-funds/ http://board.403bwise.com/topic/6400-security-benefits-nea-directinvest-vs-lincoln-investments-partic/ http://board.403bwise.com/topic/6803-choosing-a-403b-plan/?page=2&tab=comments#comment-37383 Bogleheads https://www.bogleheads.org/forum/viewtopic.php?t=180418
  12. I thank Steve Schullo for sharing this article. Brief in University of Pennsylvania 403(b) Lawsuit Points Out Differences From 401(k)s An amici curiae brief filed by the American Council on Education and other higher education associations details the history of higher education 403(b) plans. My Take: It’s an interesting argument being made by the American Council on Education: original design of University retirement plans permitted/acknowledged movement of faculty + 403(b) plan just different than 401(k). On one hand, I fear defendants in any K-12/non-ERISA lawsuits could use a similar argument: plan is different; high fees are part of the culture, but other argument would not fly: plan designed for employee movement. I suspect most K-12 teachers stay in place or move among one state. - Dan
  13. Some Colleges Bail from TIAA, Objecting to Increase in Fund Fees Groups in Wisconsin, Virginia combine members’ retirement assets to gain scale after TIAA raised fees on small clients. BTW: Will need subscription to read entire article.
  14. Thanks, Steve. You, Sandy and the other organizers should be very proud. What a great event!!
  15. The NY Times and Tara Siegel Bernard and Ron Lieber, in particular, are killing it with this 403(b) series.
  16. Good idea. Do you have any contacts?
  17. Cloning takes years off your life (in a good way!).
  18. Admin

    Retire Early

    First of all, congratulations on how well you have planned for early retirement. Well done. Health care is always the biggest concern in this country when contemplating an early exit (sigh). I wouldn't be able to comment on the language of your employer's health care policy, but have you looked at the "Obamacare" exchanges in your area? This could provide a bridge to eligibility. Dan Otter
  19. New Wise : Speaking Directly (About Advice and Cloning)
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