| Name | Title | Contact Details |
|---|---|---|
Dan Larsen |
Assistant General Counsel | Profile |
Headquartered in Dallas, Texas, Custodia Financial is an innovator dedicated to improving retirement outcomes. The company is a collaboration of industry experts with a history of successfully launching attractive new products into defined contribution platforms. Custodia spent four years developing its proprietary Retirement Loan Eraser™ platform. Designed to prevent retirement leakage caused by involuntary loan defaults, Retirement Loan Eraser ensures tax and regulatory compliance to effectively meet the needs of participants, plan sponsors and plan providers.
North Shore Credit Union is a vibrant, innovative financial institution that ranks among the fastest-growing credit unions in Canada. We provide almost 300 employees with an environment that supports a healthy lifestyle, including a strong work
Pacific Premier Trust is a leading self-directed IRA custodian, helping individuals and institutions hold private equity, real estate, notes and alternative assets. Contact us.
Since 1981, Flexible Plan Investments has been dedicated to preserving and growing wealth through dynamic risk management. We are a turnkey asset management program (TAMP), which means advisors can access and combine our many risk-managed strategies within a single account. Our fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes on an array of different platforms. We also offer advisors our OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress. Headquartered in Michigan, Flexible Plan Investments` OnTarget Reporting process has helped set and maintain client expectations, while providing an investment approach to deliver effective money management solutions to the brokerage community. Our strategically diversified portfolios of actively managed strategies are available within wrap-fee trust accounts, VAs, VULs, 403(b)s and 401(k)s utilizing no-load mutual funds and ETFs.
Indiana Members Credit Union, headquartered in Indianapolis, Indiana, was founded in 1956 as the Indiana University Medical Center Federal Credit Union on the campus of IUPUI, and has since grown to 32 branches in Central and Southern Indiana, offering consumer and business members a better financial alternative and a full array of products and services including savings and checking accounts, auto and mortgage loans, free online banking and bill pay. Traditionally offering better rates on loans and deposits, IMCU maintains true to its roots by “Keeping It Simple” for members.