Prime Capital Investment Advisors announced this week that Matthew Eickman, J.D., AIF, one of the retirement industry’s higher-profile thought leaders, is transitioning from his role as National Retirement Practice Leader at Qualified Plan Advisors, the firm’s retirement plan consulting business, to pursue a full-time career in law, writing, and public speaking effective July 2024.
Eickman’s not going far, as he will be teaming up with another high-profile retirement industry thought leader in Bonnie Treichel J.D., founder and Chief Solutions Officer at Endeavor Retirement, also based near QPA’s home in Overland Park, Kansas. Eickman will assume the role of Managing Partner of Endeavor Law and Chief Content Officer of Endeavor Retirement.
“We are excited to continue to grow the team at Endeavor Retirement and Endeavor Law in furtherance of our mission in the world of retirement to make more tools, training and resources available to all financial professionals, including new entrants to the marketplace,” Treichel said. “As we continue to pursue this mission, we are excited to grow with experts like Matthew that have demonstrated expertise.”
Eickman and Treichel recently co-authored a paper, “A Call to Action on Retirement Income—It’s Time to Solve the Problem,” detailing a number of common objections and how advisors can overcome them.
“Matthew and I have found many synergies working together on important projects like in-plan retirement income. We have also had the opportunity to present together at events for plan advisors, so he was a natural addition to the team,” Treichel added. “We look forward to what’s to come and how we can continue to contribute to the retirement plan community.”
In a press release from PCIA, Eickman expressed his gratitude for the opportunities at PCIA, reflecting on the firm’s commitment to prioritizing the needs of plan participants and fostering a supportive and growth-oriented environment. Eickman will maintain an ongoing relationship with PCIA where he will contribute to educational resources and continue to serve as a source of thought leadership for the firm and within the retirement industry.
Eickman’s new role at Endeavor will allow him to focus on his professional passions while continuing to support PCIA’s largest retirement plan clients and contributing to the industry through advisory roles and thought leadership. “I began my professional career under the mentorship of one of the country’s best ERISA attorneys. Over the last 12 years, I’ve had the privilege to work at a fiduciary investment firm that puts participants first. As I return to a greater focus on the practice of law, I look forward to building a platform that combines those experiences and helps organizations across the country to safely implement the participant-first solutions that PCIA has long had the courage to provide,” Eickman said.
“I am personally very excited for Matthew, as he has a great deal of passion for this next chapter. On the other hand, we will miss his leadership as a senior Advisor to our clients and as the leader of our retirement consulting services and financial wellness services, said Glenn Spencer, CEO at Prime Capital Investment Advisors. “We look forward to continued collaboration with Matthew and appreciate that he’ll remain a resource for our clients and advisors.”
“I know we’ll turn to him as we have for over a decade to advance innovative ideas when others’ fears hold them back. Our firm is better off because of his time here.”
Scott Colangelo, Chairman and Managing Partner at PCIA
During his tenure, Eickman served as ERISA counsel, Retirement Plan Advisor, and National Retirement Practice Leader, most recently spearheading the firm’s financial wellness business, Financial Fitness for Life. His leadership enhanced PCIA’s offerings and client service capabilities at every step, ensuring the firm’s position at the forefront of fiduciary consulting and wellness services.
Scott Colangelo, Chairman and Managing Partner at Prime Capital Investment Advisors praised Eickman’s impact on the industry and the firm. “Over the last decade, our firm has been ahead of the market when we launched CITs, built a proprietary financial wellness platform, and worked with a consortium of industry leaders to bring in-plan retirement income to participants through Income America. Matthew has been a critical part of identifying what’s next in our industry and propelling our firm’s growth into a national leader in those areas,” Colangelo said.
PCIA is launching a national search to find a successor who will continue to advance the client-focused legacy Eickman leaves behind. The ongoing relationship with Eickman assures that PCIA’s retirement practice will continue to be well-served during the selection process to identify a candidate that embodies the firm’s values and vision for growth.
“I know we’ll turn to him as we have for over a decade to advance innovative ideas when others’ fears hold them back. Our firm is better off because of his time here. Because of what Matthew helped build, we’ll be able to attract a highly qualified thought leader to follow in his footsteps,” Colangelo added.
SEE ALSO:
• The 2024 Game Plan for In-Plan Annuities
• The Arbitrability of ERISA Claims