FOUNDER & PRESIDENT
Amy Glynn is President and Founder of the Pension Resource Institute, a nationwide firm founded to assist organizations in establishing efficient, compliant and profitable strategies in the ERISA marketplace. Amy leads the firm’s initiatives as they relate to developing and deploying sustainable sales and distribution via PRI’s web based Advisor Resource Center. She manages the firm’s relationships with DCIO’s, providers and other related service providers. Amy oversees the coordination of third parties with PRI’s broker dealers, RIA’s and leads the development and implementation of advisor based sales and training.
From 2008-2010, 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 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 in 24 months.
Amy has also served as vice president of institutional retirement plan sales at New York Life from 2002-2006; in 1999 she founded a web-based job placement and career resource center for women, The Womens Executive Network, named Start-Up of the Year in Women’s Business Journal in 2000; and from 1994-1999 she led the #1-producing retirement plan division in the country at Smith Barney for five consecutive years as Divisional Director of Retirement Plans and Corporate Services.
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 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. She is on the ASPPA/NAPA 401(k) Summit Steering Committee and on the Board of Directors of the Women in Pension Network where she chairs the development of the National Mentoring Program. Amy is a graduate of Colgate University with a B.A. in English and Women’s Studies.