Will Hackler is a big personality with a big book of 401k business, and he’s also our Top Advisor By Participant Outcomes recipient for January.
One of the most competitive advisors we’ve come across, the president of Integrated Pension Services joins us to describe the particular case of which he’s most proud, why he chose to narrow his business focus, and his surprising take on auto portability.
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.