Rekon Intelligence Announces the Strategic Pension Services Business Development Symposium in Albany, NY

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All Financial Advisors, RIAs, and CPAs interested in growing their 401(k) business are invited. Sponsors include Great West, Guardian, Mass Mutual, John Hancock and others. Scheduled events are designed to help FAs, RIAs, and CPAs grow and manage their qualified plan business.

Marisa Teller, ERPA, QPA, AIF, Founder of Strategic Pension Services(SPS), LLC, headquartered in Albany, NY, states, "Our mission is to become a trusted resource for financial advisors, RIAs, and CPAs. By partnering with Rekon Event Management and our investment providers, we can bring national conference quality education to our advisors in Albany, NY."

SPS offers comprehensive retirement plan services, which begins with a plan analysis. SPS works with their vendor partners to assist RIAs, Financial Advisors, and CPAs in determining the appropriate record keeper for their client's retirement plan. SPS' administration services include: census collection, eligibility determination, contribution allocations, non-discrimination testing, determination of vesting, loan processing, trust accounting, Form 5500 preparation, participant statements and annual reports to plan sponsors.

Rekon Event Management (REM), a division of Rekon Intelligence, combines national conference content with local venue convenience. Along with 401(k) Rekon, REM hosts more than 100 events each year for 5,000+ financial advisors and RIAs.

For more information, contact Rekon Event Management at 877-401-5489.


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Ross Marino, CFP, ChFC

Trey Dowdy
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