Taylor Dance, PPC™, CPFA
South Jordan, Utah, United States
2K followers
500+ connections
About
I am the Managing Director of GBS Retire, a leading Retirement Plan Advisory Practice…
Articles by Taylor
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2018 NAPA Top Plan Advisors Under 40
2018 NAPA Top Plan Advisors Under 40
By Taylor Dance, PPC™, CPFA
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2017 Nomination for Top 40 Plan Advisors
2017 Nomination for Top 40 Plan Advisors
By Taylor Dance, PPC™, CPFA
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2016 Nomination for Top Plan Advisors Under 40 - Presidio
2016 Nomination for Top Plan Advisors Under 40 - Presidio
By Taylor Dance, PPC™, CPFA
Activity
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Has ERISA worked for working Americans? 50 years of data shows that it’s been a life-changer! First, let’s look at access-- 1970: 30 million people…
Has ERISA worked for working Americans? 50 years of data shows that it’s been a life-changer! First, let’s look at access-- 1970: 30 million people…
Liked by Taylor Dance, PPC™, CPFA
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Great kick off to the RPAG conference yesterday!
Great kick off to the RPAG conference yesterday!
Liked by Taylor Dance, PPC™, CPFA
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Kids are passport-ready for our trip to Brazil in December to add to our adventure wall behind me. Tell me all the things to prepare for foreign…
Kids are passport-ready for our trip to Brazil in December to add to our adventure wall behind me. Tell me all the things to prepare for foreign…
Liked by Taylor Dance, PPC™, CPFA
Experience
Education
Licenses & Certifications
Volunteer Experience
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Board Member
Western Pension & Benefits Council, Salt Lake City Chapter
- Present 9 years 1 month
Economic Empowerment
The Western Pension & Benefits Council (WP&BC) was founded in San Francisco in 1954 to address the educational needs of pension specialists. Through the years, WP&BC expanded its scope to include those with responsibilities in the health and welfare fields. Today, WP&BC is recognized as the premier educational and professional organization in the western United States for the dynamic field of employee benefits. We now have over 1,500 members located within 11 chapters. Our purpose is to…
The Western Pension & Benefits Council (WP&BC) was founded in San Francisco in 1954 to address the educational needs of pension specialists. Through the years, WP&BC expanded its scope to include those with responsibilities in the health and welfare fields. Today, WP&BC is recognized as the premier educational and professional organization in the western United States for the dynamic field of employee benefits. We now have over 1,500 members located within 11 chapters. Our purpose is to educate, provide information, and foster sound principles of benefit plan governance within the industry. The world of employee benefits is constantly changing. Today, more than ever, you need the tools and resources to effectively manage your responsibilities as a benefits professional.
Courses
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Corporate Finance
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International Economics
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International Finance
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Microeconomics
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Personal Financial Planning
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Vale Solutions Residential Estimating
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Xactimate Certified
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Honors & Awards
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2021 “Aces”: Top 100 Retirement Plan Advisors Under 40 Winner
National Association of Plan Advisors
Established in 2014, this list - officially the NAPA Top Retirement Plan Advisors Under 40, a.k.a. “Aces” - is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. These “Aces" are widely seen as the future leaders of the retirement plan…
Established in 2014, this list - officially the NAPA Top Retirement Plan Advisors Under 40, a.k.a. “Aces” - is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. These “Aces" are widely seen as the future leaders of the retirement plan advisor industry.
These outstanding individuals were drawn from a pool of nearly 700 nominations.
https://www.napa-net.org/2021-aces-top-100-retirement-plan-advisors-under-40 -
2020 “Aces”: Top 100 Retirement Plan Advisors Under 40 Winner
National Association of Plan Advisors
Established in 2014, this list - officially the NAPA Top Retirement Plan Advisors Under 40 (unofficially, our “young guns”) – this year has been rebranded as “Aces” - is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Those applications are vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. These “Aces “are…
Established in 2014, this list - officially the NAPA Top Retirement Plan Advisors Under 40 (unofficially, our “young guns”) – this year has been rebranded as “Aces” - is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Those applications are vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. These “Aces “are widely seen as the future leaders of the retirement plan advisor industry.
These outstanding individuals were drawn from a pool of more than 600 nominations (a 20% increase from a year ago).
https://www.napa-net.org/industry-intel/accolades/young-guns -
2019 NAPA Young Guns 40 Under 40 Winner
National Association of Plan Advisors
2019 Young Guns: Advisors Under 40
Established in 2014, this list is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Those applications are vetted by a blue ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. These “Young Guns”are widely seen as the future leaders of the retirement plan advisor industry.
This year we…2019 Young Guns: Advisors Under 40
Established in 2014, this list is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Those applications are vetted by a blue ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. These “Young Guns”are widely seen as the future leaders of the retirement plan advisor industry.
This year we more than 500 nominations (a 10% increase from a year ago). While each year’s nominations contain an inspiring pool of potential candidates, due to both the size and quantity of qualifying advisors.
https://www.napa-net.org/industry-intel/accolades/young-guns -
2018 NAPA Young Guns Top Advisors Under 40 Winner
NAPA
Established in 2014, this list is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Those applications are vetted by a blue ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review, and voted on by thousands in the retirement plan industry. These “Young Guns” are widely seen as the future leaders of the retirement plan advisor industry.
Organizations
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Personal Financial Planning Association
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Hey fellow Utes - come and say hello on Tuesday, September 10th! 🙌
Hey fellow Utes - come and say hello on Tuesday, September 10th! 🙌
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I used to cry when I was out knocking doors. Not the manliest thing, I know. But anyone who has done door-to-door sales can tell you it’s one of…
I used to cry when I was out knocking doors. Not the manliest thing, I know. But anyone who has done door-to-door sales can tell you it’s one of…
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Amsterdam, here I come ✈ ✈✈ Thrilled to be speaking tomorrow at the 2024 European Partner Summit in Amsterdam, representing Epos Now! 📢 📢…
Amsterdam, here I come ✈ ✈✈ Thrilled to be speaking tomorrow at the 2024 European Partner Summit in Amsterdam, representing Epos Now! 📢 📢…
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Thrilled to share that John Hancock Retirement has been honored with the 401k Service Award for our participant engagement program by…
Thrilled to share that John Hancock Retirement has been honored with the 401k Service Award for our participant engagement program by…
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When I hear the phrase work/life balance this is the image I think of. The goal is to love what you do so much they blend. Even when you have…
When I hear the phrase work/life balance this is the image I think of. The goal is to love what you do so much they blend. Even when you have…
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If you are looking to equip your managers, supervisors or other operational leaders with the skillsets to help them lead and inspire in their…
If you are looking to equip your managers, supervisors or other operational leaders with the skillsets to help them lead and inspire in their…
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For all my young professionals: If you want to dominate, you must eagerly sign up for the most difficult version of whatever job you are in. It is…
For all my young professionals: If you want to dominate, you must eagerly sign up for the most difficult version of whatever job you are in. It is…
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We’re celebrating Dixie and Anne Leavitt this Grandparents Day! Their legacy of love and leadership extends to every corner of Leavitt Group…
We’re celebrating Dixie and Anne Leavitt this Grandparents Day! Their legacy of love and leadership extends to every corner of Leavitt Group…
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The American Dream is dead. According to the news. So, I surround myself with: - Great people - Motivating books - My amazing LinkedIn…
The American Dream is dead. According to the news. So, I surround myself with: - Great people - Motivating books - My amazing LinkedIn…
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I am excited to share that GBS Benefits, Inc. was announced as a "Top Employee Benefits Consultant" by Mployer! Winners of this award account for…
I am excited to share that GBS Benefits, Inc. was announced as a "Top Employee Benefits Consultant" by Mployer! Winners of this award account for…
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Selling a tool like Domo has been enjoyable but there’s definitely been a learning curve. Learning how to position Domo to help customers store…
Selling a tool like Domo has been enjoyable but there’s definitely been a learning curve. Learning how to position Domo to help customers store…
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Welcome to Renae, Trey, and their team!
Welcome to Renae, Trey, and their team!
Liked by Taylor Dance, PPC™, CPFA
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Hi! I rarely post on here, and I probably should work on that! My name is Lexie Polatis, and I live in Salt Lake City, Utah. I am an employee…
Hi! I rarely post on here, and I probably should work on that! My name is Lexie Polatis, and I live in Salt Lake City, Utah. I am an employee…
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Crazy how time moves so quickly. Last week my 4 year anniversary working at LVT (LiveView Technologies) snuck up on me. As I reflected on the massive…
Crazy how time moves so quickly. Last week my 4 year anniversary working at LVT (LiveView Technologies) snuck up on me. As I reflected on the massive…
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