DENVER, Oct. 23, 2012 (GLOBE NEWSWIRE) -- Rick Rodgers, the founding principal of InSight Employee Benefit Communications in Denver, announces the addition of Drew Waterbury as an Affiliate Partner, expanding the firm's footprint into the Carolinas. "Drew brings to the table a wealth of experience working with large companies to provide finance-related employee education workshops," says Rick Rodgers. "His 25-years of experience make him an ideal person to expand our efforts in providing a unique educational opportunity for retirement plan participants."
Mr. Waterbury, a Certified Financial Planner, founded Ocean Advisors LLC, an investment management and financial planning firm that operates through a fee-only platform, in Charlotte, North Carolina in 2006. Along with providing investment management services, the firm offers financial literacy programs for employees that help employees take control of their personal finances. These programs cover topics that can be linked to the company's retirement plan programs, as well as subjects that deal with everyday issues that can create a barrier to personal financial security, such as investment basics, budgeting issues, debt management and dealing with tough economic times. Ocean Advisors works with companies to customize programs according to their employees' needs.
"I am excited for this new partnership with Rick," comments Mr. Waterbury. "Working together, we can enhance the educational opportunities we provide for retirement plan participants and ensure that participants make smart decisions about their finances."
Rick Rodgers is an Accredited Investment Fiduciary Analyst™ (AIFA®). His professional contributions to the retirement plan industry include education and communications programs that produce uncommon, noticeable results, which foster a prudent and practical approach to investment selection, fee transparency and plan design. As a former professional musician, Mr. Rodgers brings a unique approach to participant and fiduciary education. By combining creativity with investment industry knowledge, he creates and delivers programs that convey complex information in an easy-to-understand format. His work has been recognized nationally by the National Association of Governmental Defined Contribution Administrators with awards in 1999, 2000, 2001, 2002, 2003, 2005, 2008 and 2009. He received first place in the Pensions & Investments annual Investment Education "Eddy" Awards in 2000 and 2006. Mr. Rodgers has authored numerous articles for local and national industry publications. He is a frequent speaker at national conferences.
InSight Employee Benefit Communications launched an Affiliate Program, which provides firms with the processes, templates, collateral and material to deliver exceptional employee communication based on Mr. Rodgers' decades of experience in working with public and private retirement plan participants. Founded in 2006, InSight is an SEC Registered Investment Advisor that does not sell or distribute financial services or insurance products, and does not receive any compensation from the sale or distribution of financial services or insurance products.
If you would like more information about this topic, or you would like to schedule an interview or appointment with Mr. Rodgers or Mr. Waterbury, contact Ryan Tucci at (720) 228-4185 or e-mail him at RyanT@InSightEBC.com.
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