THE RETIREMENT PROMISE
The private retirement system in the US serves tens of millions of people, but our industry has yet to truly live up to its potential.
These are conversations about the quality of vision, investment, and commitment we need if we’re going to help even more people achieve a successful retirement outcome.
Hosted by iJoin CEO Steve McCoy
Episode 2: Michelle Richter
Principal Fiduciary Insurance Services
Steve and Michelle talk about the opportunities and challenges of delivering guaranteed income products.
Episode 1: Micah DiSalvo
Chief Revenue Officer EDGECo Holdings / American Trust
Steve and Micah talk about the opportunities and challenges of delivering BPO recordkeeping services.