FOUNDER & PRESIDENT
Amy Glynn is President and Founder of the Pension Resource Institute, a nationwide consulting firm founded to assist organizations in establishing efficient, compliant and profitable strategies in the qualified marketplace. Amy leads the firm’s initiatives as they relate to developing and deploying sustainable sales and distribution. In addition, Amy leads the development and implementation of adviser-based sales and distribution strategies.
Amy has been in the 401(k) and pension marketplace for over 20 years, and in 2010, Amy was ranked #39 on 401kwire.com’s list of the top 100 most influential people.
From 2008 until 2010, Amy served as Director of Retirements for indie hybrid firm, Commonwealth Financial Network (CFN), leading the firm’s efforts to support advisers in all aspects of the marketplace, both individual and workplace. At CFN she: re-architected and developed the firm’s strategic direction in the qualified marketplace and its integration with the nonqualified marketplace for both broker-dealer and RIA business lines; built the industry’s first universal fee-based Retirement Plan Consulting Program contractually supporting co-fiduciary investment advisory services at both plan sponsor and participant levels; developed and implemented compliance protocols across the organization; led the oversight and development of adviser training, sales and business development; built a web-based resource center; implemented diligence on 30-plus providers; rebuilt a team with a staff of 7, averaging 11 years industry experience and doubled the firm’s qualified fee-based activity.
Prior to joining CFN, Amy ran a successful consulting organization integrating ERISA practices into existing businesses. She has also served as vice president of institutional retirement plan sales at New York Life; founded a web-based job placement and career resource center for women; was named Start-Up of the Year in Women’s Business Journal in 2000; and she led the #1-producing retirement plan division in the country at Smith Barney for five consecutive years.
Amy is frequently a keynote speaker and panelist in the industry and has been published and quoted in the following publications: WorkingWoman, Women’s Business Journal, Boomer Magazine, Registered Rep. Magazine, PlanAdviser Magazine, PLANSPONSOR Magazine and InvestmentNews.
Amy is a graduate of Colgate University with a B.A. in English and Women’s Studies, a member of the American Society of Pension Professionals and Actuaries and on the Board of the Women in Pensions Network.
