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NAPA Announces 401(k) Advisor Leadership Award Finalists

ARLINGTON, VA. — The National Association of Plan Advisors (NAPA) is proud to announce the three finalists for its prestigious 2016 401(k) Advisor Leadership Award.

Now in its ninth year, the award continues to recognize leadership, innovation and contributions to the retirement plan industry with the sales, marketing and establishment of 401(k) plans. More than 150 nominations were received for this year’s award.

Drawn from a group of 10 outstanding semifinalists by a blue-ribbon panel of judges, the finalists for the award are:

  • LeafHouse Financial Advisors – Austin, Texas.
  • StoneStreet Advisor Group, Barbara Delaney and team, A GRP Member Firm – Pearl River, NY
  • Plante Moran Financial Advisors – Southfield, Mich.

 

The winner will be revealed at the 15th Annual NAPA 401(k) Summit, April 17-19 in Nashville, Tennessee.

Previous winners of the award include the advisory team at Retirement Resources, represented by Jim Phillips and Patrick McGinn; Kathleen Kelly, representing Compass Financial Partners, LLC,; Fiduciary Consulting Group @ PSA, represented by Jania Stout; Plan Sponsor Advisors, represented by Jennifer Flodin, Angelo Auriemma and Donald Stone; Michael J. Malone of MJM401K; Sean Waters, Cook Street Consulting, Inc.; Fred Reish of Drinker Biddle & Reath; and Bill Chetney, then of National Retirement Partners.

About NAPA:

The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors.

More information about NAPA is available at napa-net.org. Additional details about the 2016 NAPA 401(k) Summit are available at http://napasummit.org/.

Media Contact: Don Jackson, (703) 516-9300 Ext. 169, [email protected]