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Featured Speaker on 06.12.2019
Corporate Retirement Plans
RBC Wealth ManagmentSteven Dimino is the group’s corporate retirement plan advisor and specializes in assisting business owners and plan sponsors with the design, set-up, implementation and ongoing monitoring of their 401(k) plan. Steven has received the Professional Plan Consultant (PPC™) credential.
Steven Dimino was named to the Financial Times Top 401 Retirement Plan Advisors in 2015 and 2016. The Financial Times Top 401 Retirement Plan Advisors (FT 401) is an independent listing produced by the Financial Times. The FT 401 is based on data gathered from financial advisors, firms, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in eight primary areas, including: Defined Contribution (DC) plan assets under management; DC plan assets as a percentage of overall AUM; growth in DC plan AUM; growth in DC plans advised; DC plan employee participation; professional designations; experience; and compliance record. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 401.
Steven heads the personalized employee education meetings and participant communications conducted on a regular basis with the plans they service. With an open architecture, non-proprietary service platform at RBC Wealth Management, Steven can also utilize his network with major retirement plan providers to find appropriate retirement platforms for your company’s needs.
The best referrals for me are CPA's, Human Resource Directors, CEO's, CFO's, Benefits consultants or those individuals who may be in charge of over seeing their company's retirement plan program.
“Your value will be not what you know, but what you share.”