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Join an exclusive circle of collaborative and elite retirement practices with Retirement ACE - a program that empowers financial advisors to integrate comprehensive retirement planning into their service offering.
MIKE DICENSO
Mike is a seasoned professional in the retirement industry, carrying over three decades of rich experience. His expertise spans a broad range of competencies:
- Crafting visionary strategies and direction, marked by critical thinking and market leadership
- Proficient in practice management and mastering business metrics
- Demonstrated organizational leadership, with a focus on revenue, asset, and profit growth
- Proven track record in sales and marketing leadership, formulating effective models, and offering mentoring
- Remarkable team-building and recruitment capabilities
- Strong expertise in managing mergers and acquisitions
- Held prominent positions such as CEO, COO, and CMO
- Well-versed in providing holistic solutions and leadership
ERIC DYSON
Eric, a former US Navy nuclear-trained submarine officer, brings to the table over thirty years of comprehensive experience in ERISA-qualified plans. His specific highlights include:
- Consultation services concerning fiduciary best practices for plan sponsors and ERISA advisors
- Experienced in conducting ERISA Plan Requests for Proposals (RFP) and conducting fee benchmarks
- Proficient in design and implementation of investment policy statements (IPS)
- Expertise in substantive and procedural prudence and ERISA fiduciary training
- Accomplished in conducting fiduciary best practices audit to help plan sponsors adhere to DOL guidance
- Possesses experience as an ERISA 3(21) and ERISA 3(38) investment fiduciary
- Noted keynote speaker, imparting actionable knowledge to advisors and plan sponsors from ERISA class action litigation