Navigating 401(k) Retirement Plans with Confidence
Join us for webinars designed to help you navigate the complexities of retirement planning. Learn expert strategies to maximize your savings, reduce fees, and make confident decisions for a secure financial future for your participants.
Next Webinar
Innovest Would Like to Treat You To a Webinar On How To Pay Less 401(k) Plan Fees And Avoid All The Retirement Plan Industry Tricks
Date: Wednesday, October 30th, 2024
Time: 9:00 AM PT / 10:00 AM MT
Duration: 30-Minutes
Meet Your Webinar Hosts
Rick Rodgers, AIFA® | Principal
Rick is a Principal and Consultant at Innovest Portfolio Solutions. He is a member of Innovest’s Retirement Plan Practice Team, a specialized team that identifies best practices and implements process improvements to maximize efficiencies for our retirement plan clients. He is also responsible for new business development in Innovest’s retirement plan practice.
With more than 30 years of experience working as a consultant and educator to public and private-sector retirement plans, Rick offers clients a rich perspective. As a former professional musician, Rick is a gifted speaker. His thoughts, ideas, and successes concerning investment consulting, education, retirement planning practices, and fiduciary due diligence have been presented to plan sponsors, employee benefits professionals, and human resource organizations from coast to coast.
Rick worked with a California-based investment consulting firm, Advisory Consulting Group (ACG), as Director of Retirement Plan Consulting from 2018 to 2020. At ACG, he was responsible for leading the retirement plan and investment consulting practice. ACG was acquired by Innovest in 2020 to expand its existing operations in California, and Rick returned as a partner of the firm.
Rick joined Innovest in 2005 and was Co-Founder and CEO of InSight Employee Benefit Communications, a subsidiary of the firm. He also served as Director of Marketing & Client Services for the Colorado County Officials and Employees Retirement Association from 1998 to 2003. In addition, Rick was formerly a Managing Director with Nationwide Retirement Solutions and worked with the State of Florida Deferred Compensation Program before relocating to Colorado in 1991.
Rick has earned the Accredited Investment Fiduciary (AIF®) and Accredited Investment Fiduciary Analyst (AIFA®) designations from the University of Pittsburgh, Joseph M. Katz Graduate School of Business, and has received formal training in investment fiduciary responsibility assessment. Also, he has earned the Series 65 License (Registered Investment Adviser Representative) through FINRA. He is a member of the Institutional Investors Retirement Plan Advisory Board, National Association of Plan Advisers, and Western Pension & Benefits Council, and currently serves as Industry Chairman of the Board for the Colorado Public Pension Coalition.
rrodgers@innovestinc.com
Tomas Jansson | Vice President
Tomas Jansson is a Vice President and Consultant at Innovest Portfolio Solutions. As a member of our Retirement Plan Practice Group, he focuses on helping companies design, optimize, and govern the retirement plan benefits they offer their employees.
With more than 23 years of industry experience, Tomas has helped many clients strengthen their retirement plan programs. Using his deep retirement plan expertise, he shows clients how to improve investment options, while also reducing costs, minimizing risk, and eliminating administrative burdens.
Prior to Innovest, Tomas served as Managing Director of Institutional Consulting at First Republic Investment Management, where he led the development of the firm’s retirement plan offerings and advised a broad range of clients nationwide. Previously, he served as Vice President for a retirement plan service provider and worked as a Financial Advisor with the Merrill Lynch Global Private Client Group in San Francisco.
Tomas earned a Bachelor of Arts in Economics from San Francisco State University with minors in Finance and Business Administration. Born and raised in Sweden, he is also a member of the Swedish-American Chamber of Commerce.
Tomas resides in San Francisco with his wife, Michelle. When not working, he enjoys spending quality time with family and friends, traveling, and playing golf.
tjansson@innovestinc.com
About Innovest
Watch the video below to learn more:
We specialize in retirement plan investment consultation. We steadfastly seek to improve retirement outcomes for employees and reduce fiduciary risk for employers, all executed with uncommon service.
How We Make Retirement Work
Innovest is a trailblazer, a steward, and a true innovator in serving our clients from our offices in Colorado, California, Arizona and Florida. Guided by our mission of stewardship, our motto is Making Retirement Work. We steadfastly seek to improve retirement outcomes for employees and reduce fiduciary risk for employers, all executed with uncommon service.
At our founding in 1996, Innovest recognized the challenges facing retirement plan sponsors and participants and was compelled to bring forward innovative solutions. We set out to provide expert retirement plan consulting as a fiduciary, on a clear, transparent fee-only basis. We intentionally broke the pattern of hidden, confusing, opaque and often excessive mutual fund revenue sharing as the method of compensating advisors and recordkeepers. We saw misaligned incentives and expensive retirement plans as a source of diminished opportunity for participants to successfully and adequately save and invest for retirement. We brought together, in a single company, experts in retirement plan compliance, plan design, fiduciary governance, recordkeeping, education, and investment due diligence to create a truly comprehensive retirement plan consulting firm.
Great ideas garner significant attention, and our success using plan design to make it easy for participants to save for retirement has been nationally recognized. Objective and independent investment discipline has led us to the creation of customized, streamlined, modern, and conflict-free investment menus that help ensure the investment options offered to your employees will help them reach their retirement goals. Our success and focus also extends to serving the needs of plan sponsors by offering uncommon service and decreasing administrative burdens.
Many prominent and prestigious legal firms in the country recognize our extensive fiduciary expertise. In 2005, we were tabbed as an expert witness in one of the nation’s highest profile fiduciary breach cases. We have since consulted and provided testimony on 70+ significant, precedent-setting cases, having witnessed both the good and bad of retirement plan governance. Along the way we have learned firsthand how we can best protect our clients under the watchful eyes of plaintiff class-action attorneys.
“Innovest is distinctly positioned to help plan sponsors meet their unique goals, whether they be improving participation, reducing fees and expenses, conducting a provider RFP, dealing with compliance issues and ERISA, improving fiduciary processes and plan governance, increasing participant retirement readiness through financial education, constructing a menu, or choosing investments for the plan. We make the complex, simple.”
-Rick Rodgers, Innovest Partner
