Month: November 2018

Meet our New Board Members for 2019

Effective January 1, 2019, WiPN will welcome several new faces to its Board. We invite you to get to know a little bit about each of them and encourage you to say hello when you see them at upcoming events!   Val Ferrara, Incoming Director of Regional Chapters   What do you want our membership

November 2018 Member Spotlight

Lydia Jun Financial Advisor J.P. Morgan Securities My current job involves…providing advisory services for corporate retirement plans. As a fiduciary, I partner with plan sponsors to support and educate their participants achieve their retirement goals. I am part of a four-advisor group that manages over $3.6bn in assets with J.P. Morgan Securities, a wealth management

SageView Advisory Group seeks Retirement Plan Consultant

Location: Boston  For more information please contact:  Stephen Popper, QPFC, AIF® Managing Director | SageView Advisory Group 114 State Street, Suite 501 Boston, MA 02109 | Direct 617.982.7250    Responsibilities Provide client service and plan level consulting to 10-15 retirement plan sponsors (“client”) Partner with client’s HR and Benefits team members Partner with client’s recordkeeper vendor team