SAN DIEGO, CA — The advisory team at Retirement Resources in Peabody, Mass., represented by Jim Phillips and Patrick McGinn, AIF, CFA, has been named winner of the 2015 NAPA 401(k) Advisor Leadership Award.
Phillips and McGinn were on hand to receive the award on behalf of the firm during a general session March 23 at the NAPA 401(k) Summit, the nation’s largest retirement plan advisor event. They were finalists for the NAPA 401(k) Leadership Award in 2012.
Phillips, a 35-year veteran of the investment industry, has focused in the area of qualified retirement plans since 1995. He has contributed to two books on 401(k) plans and has published articles in a number of leading industry publications. Phillips’ work has been acknowledged with multiple Signature Awards from the Plan Sponsor Council of America, and he was named to the 2012 and 2013 list of Top 100 Retirement Plan Advisers.
McGinn, who has been with Retirement Resources since 1994, is a member of the CFA Institute and the Boston Security Analyst Society. Together with Phillips, McGinn has co-authored a number of articles in industry publications on topics about managing successful 401(k) and 403(b) plans. He was named to the 2012 and 2013 list of Top 100 Retirement Plan Advisors.
Phillips and McGinn were joined by the other two finalists for this year’s NAPA 401(k) Leadership Award:
- Corby Dall, AIF, PPA of 401(k) Advisors Intermountain, Sandy, Utah
- Mark A. Davis, QPFC of CAPTRUST Financial Advisors, Westlake Village, Calif.
Now in its eighth year, the 401(k) Advisor Leadership Award recognizes a leading financial advisor or team for contributions that exemplify leadership, experience and expertise in the retirement plan industry. The award reflects the multi-faceted efforts of advisors to serve their clients (plan sponsors and participants), act as a mentor, maintain high ethical standards, and consistently improve their practices and services in the retirement industry.
About NAPA:
The National Association of Plan Advisors was created by and for retirement plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. NAPA is part of the American Retirement Association, a non-profit professional organization with two major goals: to educate all retirement plan and benefits professionals, and to create a framework of policy that gives every working American the ability to have a comfortable retirement.
More information about NAPA is available at napa-net.org.
Media Contact: Don Jackson, (703) 516-9300 Ext. 169, [email protected]
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