What's On The Menu? Why You Should Offer a Retirement Plan?

Our speaker will be Patrick Euston, Vice President of Sales & Marketing:

Patrick has been in the employee benefits industry for over 12 years. Most of his retirement plan experience comes from 8 years he spent at DailyAccess Corporation (now a part of Newport Group). Patrick has supported the advisor and plan sponsor community in multiple roles from sales to management. At DailyAccess Patrick was an integral part of launching new services including; fiduciary support, cash balance/defined benefit plans, including the industry’s first daily valued cash balance plan and employee benefits. Additionally, he was the point of contact for the largest broker dealer and RIA firms in the country, where he developed and implemented new sales and service models. Patrick’s experience includes providing guidance to plan sponsors of all sizes from startup to groups with thousands of employees and hundreds of millions in assets. Most recently Patrick supported the financial advisor community at Lockton Affinity by providing E&O Insurance, Fidelity Bonds and Fiduciary Liability Insurance. Patrick is based in the Kansas City metro area where he will be able to extend our sales and service support in the Midwest.