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Paul Temple, CIMA

Senior Vice President, National Retirement Sales Director

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Tenure

  • 28 YRS

    Industry

  • 18 YRS

    Oppenheimer

  • BS from Rider University

As the National Sales Director Paul oversees the sales and advisor support activities for a team of 12 Senior Retirement Consultants. Paul ensures that his team provides expert technical support that translates to actionable and practical strategies for advisors, relationship managers and consultants.

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  • BS from Rider University

Insights

Defined Contribution

Are Managed Accounts a Better QDIA Option?

Senior Vice President, National Retirement Sales Director

Target date funds merely consider age, but we believe managed accounts offer three key advantages.

Defined Contribution

3(21) Versus 3(38): The Investment Fiduciary Choice

We explain the importance of selecting and monitoring fiduciary investment support.

Retirement

Selecting and Monitoring 3(38) Investment Managers

Senior Vice President, National Retirement Sales Director

We propose a list of best practices for picking and working with these managers.

Defined Contribution

How 3(38) Fiduciary Status May Benefit Your Practice

Senior Vice President, National Retirement Sales Director

Retirement plan advisors may benefit from becoming an ERISA Section 3(38) investment manager.

Defined Contribution

Target Date Funds Have Evolved: Here's What You May Consider

Senior Vice President, National Retirement Sales Director

We explain how TDFs are evolving in light of their popularity among retirement savers.

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