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DCIO Team

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National
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Paul Temple
National Retirement Sales Director
Contact
New England
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Eric Kristenson
Senior Retirement Consultant
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Joe Broderick
Regional Retirement Consultant
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New York Metro
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Bill Schories
Senior Retirement Consultant
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Harley Monk
Regional Retirement Consultant
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New Jersey & Eastern Pennsylvania
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Tom Loncar
Senior Retirement Consultant
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Harley Monk
Regional Retirement Consultant
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Middle Atlantic
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Mike Rock
Senior Retirement Consultant
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Domenic Qualtieri
Regional Retirement Consultant
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Domenic Qualtieri

Southeast
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Lea Anna Hartman
Senior Retirement Consultant
Contact
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Lea Anna Hartman

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Joe Broderick
Regional Retirement Consultant
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North Central
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Rob Duffey
Senior Retirement Consultant
Contact
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Domenic Qualtieri
Regional Retirement Consultant
Contact
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Domenic Qualtieri

Upper Midwest
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Mike Daley
Senior Retirement Consultant
Contact
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George Clarkson
Regional Retirement Consultant
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South
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Vinnie Iacono
Senior Retirement Consultant
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George Clarkson
Regional Retirement Consultant
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South Central
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Rhea Berglund
Senior Retirement Consultant
Contact
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Nik Jurasic
Regional Retirement Consultant
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Rocky Mountain
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Michael Staples
Senior Retirement Consultant
Contact
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Nik Jurasic
Regional Retirement Consultant
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Pacific Southwest
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Cary Wozniak
Senior Retirement Consultant
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Mike Polfus
Regional Retirement Consultant
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Northwest
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Scott Kelley
Senior Retirement Consultant
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Mike Polfus
Regional Retirement Consultant
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Guiding Clients to a Financially Secure Retirement

Helping clients understand many important issues in retirement planning.

DCIO Insights

Our investment insights provide strategies that help advisors ensure
defined contribution (DC) plan menu efficiency and effectiveness.

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Exploring the Value of Custom Models in DC Plans

The fastest growing type of TDF in DC plans is the custom target date fund.

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Using Alternatives in Defined Contribution Plans

Alternative investments can help meet participant and sponsor needs in DC plans.

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Fine-tuning Fixed Income in DC Investment Lineups

DC plan sponsors should consider expanding fixed income offerings on investment menus.

DCIO Advisor Corner

Maintaining a successful retirement practice is challenging.
Our tools, services, and expertise can help advisors grow their business.

(k)ustom Advisor

Custom TDF resources and practical tools that can help you differentiate your practice.

Fiduciary Focus

The Fiduciary Focus series offers practical guidance on issues impacting plan sponsors.

Investment and Benchmarking Tools

Our robust tools & services help advisors monitor investments & benchmark plan efficiency.

Implementing Semi-Custom TDF Videos

Learn how to develop customized investment options to help meet your client's plan objectives.

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