About
Articles by Walter
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How the Coronavirus Crisis May Impact Your Corporate Retirement Plan - Webinar
How the Coronavirus Crisis May Impact Your Corporate Retirement Plan - Webinar
By Walter Grant
Activity
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A recent survey conducted by Discover Financial Services reveals that anxiety and avoidance significantly influence the financial behaviors of many…
A recent survey conducted by Discover Financial Services reveals that anxiety and avoidance significantly influence the financial behaviors of many…
Shared by Walter Grant
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Although a third of organizations claim to use generative AI in at least one business function, that number falls to just 3% when it comes to HR. But…
Although a third of organizations claim to use generative AI in at least one business function, that number falls to just 3% when it comes to HR. But…
Shared by Walter Grant
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With far-reaching implications—likely including the U.S. Department of Labor fiduciary rule—the nation’s highest court has set aside a long-standing…
With far-reaching implications—likely including the U.S. Department of Labor fiduciary rule—the nation’s highest court has set aside a long-standing…
Liked by Walter Grant
Experience & Education
Licenses & Certifications
Organizations
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TRAU - The Retirement Advisor University
Adjunct Lecturer
- PresentTRAU, The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education is the first retirement planning certification program associated with a nationally recognized institution of higher learning. Participating advisors and wholesalers can benefit by earning a certification that has real meaning to plan sponsor clients, prospects, and the retirement industry.
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National Association of Plan Advisors
Member
- PresentThe National Association of Plan Advisors, an affiliate organization of the American Retirement Association, was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors.
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RPAG
Member
- PresentFounded in 2004, RPAG is an exclusive alliance that shares one common goal – to create successful retirement plan outcomes for millions of hard-working Americans. RPAG’s premier practice management platform provides advisors with powerful systems, technology, compelling reports, and custom investment solutions, all surrounded by world-class training and support. RPAG’s advisors across the U.S serve over 60,000 plan sponsors, more than $500 billion in assets under influence, and 4 million plan…
Founded in 2004, RPAG is an exclusive alliance that shares one common goal – to create successful retirement plan outcomes for millions of hard-working Americans. RPAG’s premier practice management platform provides advisors with powerful systems, technology, compelling reports, and custom investment solutions, all surrounded by world-class training and support. RPAG’s advisors across the U.S serve over 60,000 plan sponsors, more than $500 billion in assets under influence, and 4 million plan participants.
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Fi360
Member
- PresentFi360, a fiduciary education, training, and technology company, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets. Since 1999, the firm has provided financial professionals with the tools necessary to act as a fiduciary in their work with investors.
More activity by Walter
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Hey Memphis! ☀️ Want a quick rundown of the most important business news impacting our city? Look no further than the Memphis Fourword, the Greater…
Hey Memphis! ☀️ Want a quick rundown of the most important business news impacting our city? Look no further than the Memphis Fourword, the Greater…
Liked by Walter Grant
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If you are in the #cannabisindustry, we can help with your #401k
If you are in the #cannabisindustry, we can help with your #401k
Liked by Walter Grant
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Owners of Memphis restaurant concepts take over Midtown space >> bit.ly/3RYsw5N
Owners of Memphis restaurant concepts take over Midtown space >> bit.ly/3RYsw5N
Liked by Walter Grant
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Wonderful conversation this afternoon about #401k #retirementincome “Income as an Outcome”. I feel like I have spent years with my brilliant…
Wonderful conversation this afternoon about #401k #retirementincome “Income as an Outcome”. I feel like I have spent years with my brilliant…
Liked by Walter Grant
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In a significant move, insurers are intensifying their efforts to secure an injunction against new retirement security rules. As reported by Alex…
In a significant move, insurers are intensifying their efforts to secure an injunction against new retirement security rules. As reported by Alex…
Shared by Walter Grant
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We are thrilled to welcome Nevin Adams, a legendary figure in the world of retirement plans, to the latest episode of the 401(k) Marketing #Podcast!…
We are thrilled to welcome Nevin Adams, a legendary figure in the world of retirement plans, to the latest episode of the 401(k) Marketing #Podcast!…
Liked by Walter Grant
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Despite increases in retirement confidence, new research out today from BlackRock highlights gaps and surrounding uncertainty when retirement…
Despite increases in retirement confidence, new research out today from BlackRock highlights gaps and surrounding uncertainty when retirement…
Shared by Walter Grant
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SECURE 2.0 includes significant tax credits for the adopting employers—significant enough to credibly make plans with 50 workers or less free for…
SECURE 2.0 includes significant tax credits for the adopting employers—significant enough to credibly make plans with 50 workers or less free for…
Shared by Walter Grant
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Do your highly compensated employees want to defer more than the IRS limits in the 401k plan? Has your 401k plan failed testing and you’ve given…
Do your highly compensated employees want to defer more than the IRS limits in the 401k plan? Has your 401k plan failed testing and you’ve given…
Liked by Walter Grant
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“DOL Pushes Back on Fiduciary Rule Suit Claims” is the headline for Nevin Adams latest article in the National Association of Plan Advisors…
“DOL Pushes Back on Fiduciary Rule Suit Claims” is the headline for Nevin Adams latest article in the National Association of Plan Advisors…
Liked by Walter Grant
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Why is Memphis, TN, a top logistics hub in the U.S.? Discover the strategic advantages that make Memphis a leader in logistics! 🚚📍 #Logistics…
Why is Memphis, TN, a top logistics hub in the U.S.? Discover the strategic advantages that make Memphis a leader in logistics! 🚚📍 #Logistics…
Liked by Walter Grant
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