Tim Minard

About the Author

Tim Minard

Tim Minard is senior vice president of distribution for Retirement and Investor Services and US Insurance Solutions at the Principal Financial Group. A 25-year veteran of the retirement services industry, Minard manages distribution for all retirement and insurance product lines of The Principal. He leads a nationwide network of sales, service and education professionals including 965 affiliated financial representatives across the country.      

• The good, the bad and the opportunity

  By Tim Minard  |  April 17, 2013

  Retirement confidence is still down, however, confidence among workers who have taken basic steps to prepare is much higher. And that’s where financial professionals can find the opportunity to help educate workers.

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  5 steps to building your advisor business in 2013

  By Tim Minard  |  January 22, 2013

  It's time to examine your service model, your value proposition, your marketing plans ... and how to emphasize retirement readiness for your clients.

• What have you done for them lately?

  By Tim Minard  |  December 13, 2012

  Take an inventory of your services and share it with your plan sponsor clients. It's an easy way to impress upon them the reasonableness of your fees.

• Boomer ESOPs provide an untapped market

  By Tim Minard  |  November 27, 2012

  Employee Stock Ownership Plans can be powerful tools to help employees prepare for retirement - and an important opportunity for retirement advisors.

• Small retirement plans, big opportunities

  By Tim Minard  |  November 9, 2012

  Small retirement plans are an underserved market that's big, and getting bigger, creating excellent opportunities for advisors who can effectively service them.

• 5 best practices for investment committees

  By Tim Minard  |  November 2, 2012

  Plan sponsors without a formal process for investment due diligence can leave themselves open to fiduciary risks. Use these best practices to demonstrate your expertise.

• A prescription for healthier retirement savings through wellness

  By Tim Minard  |  September 27, 2012

  Employers are beginning to see employee wellness as an investment in the financial condition of their business, with lower health risks and greater savings.

• Make the most of participant disclosures

  By Tim Minard  |  August 14, 2012

  Helping plan sponsors educate participants - as well as comply with the new regulations - can highlight your value and expertise.

• Beyond retirement plan disclosure

  By Tim Minard  |  June 27, 2012

  Showing retirement plan sponsors how to assess the value they’re getting for their money can help to establish your value as well.

• Frozen DB plan market is finally heating up

  By Tim Minard  |  April 27, 2012

  Plan sponsors of frozen defined benefit plans need your help in guiding them through the plan termination process. It's a sellable skill set.