About Us

How did it all start?

After 20 successful years as a financial planner, Ross Marino, CFP®, ChFC®, founded 401(k) Rekon to help financial advisors and RIAs build better practices by leveraging the resources of providers. Over time, 401(k) Rekon expanded beyond the qualified plan market and became Rekon Intelligence, the premier provider of events for financial advisors. Our clients are exclusively financial service providers, including Broker Dealers, asset managers, insurance companies, TPAs, and qualified plan recordkeepers.

What does Rekon do?

Rekon Intelligence helps financial advisors and RIAs build better practices by leveraging the resources of providers. Our events bring the best education, speakers, and value-add resources to 90+ locations across the country.

Rekon Event Management offers total event outsourcing for financial service providers. We allow you to spend more time meeting with clients and prospects and less time planning and managing events.

Why should you partner with Rekon Intelligence or attend our events?

Hosting meetings isn’t just part of our business, it IS our business. Our entire team focuses on managing meetings so you don’t have to. Hosting hundreds of successful financial advisor events for thousands of satisfied attendees offers Rekon unique insight and experience. You can trust that we understand how to manage events so you can spend more time connecting with your audience and less time worrying about the details.

Our founder and CEO is a producing branch manager and Registered Principal. Simply put, he understands compliance.

Our innovative culture combined with a continuous learning mandate drives everyone to find a better way. We’re an event management company that focuses on process and leverages technology so you can spend more time meeting with clients and prospects.

We’ve learned that content, convenience, and credibility draw attendees to meetings. And we understand that efficiency and integrity attracts sponsors and speakers. Together Rekon creates an win-win environment for everyone. Attendees learn ways to further their goals, and sponsors have peace of mind knowing Rekon is handling all of the details.

Testimonial

Brian Walker | Vice President, National Director, Business Development

“401(k) Rekon™ provides financial advisors with the knowledge that is critical to help Plan Sponsors make the best decisions. The material within helps financial advisors become proficient in navigating the inherent complexities in this rapidly changing market. Today, more than ever, plan sponsors need help. Help in creating a successful 401(k) program. A successful program that will allow participants to make good decisions. Decisions that will allow them to retire when they want to retire and with the appropriate amount of assets.”

Joe Forlines | Regional Channel Manager

“This is without a doubt a ‘must attend’ event for Advisors who are serious about the retirement industry. The meeting was outstanding, and the 401k Rekon team was extremely organized and engaged the entire time.”

Mike Ziccardi | National Sales Director, Retirement Plans Division

“Partnering with 401(k) Rekon has given us an opportunity to work with a thought-leading organization that’s dedicated to advising retirement plan producers from the trenches. 401(k) Rekon brings a knowledge base to their Symposiums that helps both the novice and experienced advisor – complimenting our mission in helping advisors sell retirement plans more efficiently and profitably. We look forward to sponsoring future 401(k) Rekon Symposiums to help convey best practices and identify creative ways for advisors to build profitable retirement plan practices.”

Christopher Yorke | Senior Benefit Consultant

“I attended the seminar today and it was outstanding. Very fast paced and yet I got all the information I needed. The topics were diverse and the speakers did an excellent job.”

Anne Marie Smith | CRPC, Financial Advisor

“I liked the info on Cash Balance Plans, how to use Form 5500, and the WOW presentation by Janus. Always good to be reminded of these ideas. Also like the ability to meet with the providers.”

Roger Wohlner | CFP, Consultant

“The session was excellent, many good ideas presented and exchanged. I highly recommend to anyone working in the 401(k) space that you check out a meeting in your area.”