Two new efforts have been launched to increase the availability to retirement planning services to public-sector and non-profit employees. ABMM Financial, an investment firm based in Iselin, N.J., has been launched, and the Legend Group has announced a partnership with the Association of Christian Schools International (ACSI) to increase access to retirement planning and managed account services to ASCI members.
ABMM Financial
ABMM Financial, headed by CEO David Ciotta and CFO Michael Zarelli, seeks to provide employees in the public and non-profit sectors with broader retirement savings options in order to increase participation.
In announcing the launch, Ciotta said the firm seeks to make it easier for employees in those sectors to access information concerning retirement planning. It also seeks to provide information to advisors. Online platforms and communications technology figure prominently in their strategy.
Legend Group/ACSI Effort
The Legend Group, which for many years has assisted schools and non-profits with their retirement plans — including 403(b)s — has announced that it will be offering ASCI members retirement planning and account management services. Legend plans to make expanded retirement planning education, as well as customized retirement plan programs, available to ASCI members.
The Legend Group is made up of a broker/dealer, an RIA and a TPA — Legend Equities Corporation, Legend Advisory Corporation and The Legend Group/Advisory Services Corporation, respectively. ASCI, based in Colorado Springs, Colo., has 28 regional offices that serve a membership of 24,000 Christian schools in 100 countries.
ABMM Financial
ABMM Financial, headed by CEO David Ciotta and CFO Michael Zarelli, seeks to provide employees in the public and non-profit sectors with broader retirement savings options in order to increase participation.
In announcing the launch, Ciotta said the firm seeks to make it easier for employees in those sectors to access information concerning retirement planning. It also seeks to provide information to advisors. Online platforms and communications technology figure prominently in their strategy.
Legend Group/ACSI Effort
The Legend Group, which for many years has assisted schools and non-profits with their retirement plans — including 403(b)s — has announced that it will be offering ASCI members retirement planning and account management services. Legend plans to make expanded retirement planning education, as well as customized retirement plan programs, available to ASCI members.
The Legend Group is made up of a broker/dealer, an RIA and a TPA — Legend Equities Corporation, Legend Advisory Corporation and The Legend Group/Advisory Services Corporation, respectively. ASCI, based in Colorado Springs, Colo., has 28 regional offices that serve a membership of 24,000 Christian schools in 100 countries.
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