Record Keepers

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While getting retirement plan fund slots (DCIO) or taking over retirement plans (Advisor Broker of Record) are not easy, perhaps the biggest challenge in the industry is having a plan sponsor decide to change record keeping platforms! It’s time to partner with someone who understands the challenges of your business. Vindicated can help you network with the best retirement advisors in the industry.

Our sophisticated wine themed courses can be integrated with your firm’s current message and will add value to your message. Our goal is to raise the profile of our event sponsors and attract elite retirement advisors and teams. Our courses can be held at local venues, or in the advisory team’s office. Vindicated has put together a powerful invitation list consisting of the best advisors, by state, as rated by Barrons, The Financial Times, and other, similar publications. We can work with you to use our list to add names to the list of guests you wish to invite to an event.

We can help you network with DCIO wholesalers, local TPA’s etc. Vindicated offers customized emails for all events and provides detailed attendance tracking.
 
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