Established in 2014, the list is drawn from nominations provided by NAPA Firm Partners, vetted by a blue ribbon committee of senior advisor industry experts based on a combination of quantitative and qualitative data, 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. “In a vibrant and growing industry, this ’next generation’ of retirement plan advisors has already made significant contributions,” observes Nevin Adams, NAPA’s Chief of Marketing & Communications, and editor-in-chief of NAPA-Net. “We are pleased to be able to acknowledge their contributions, as well as the firms that support their efforts.”
Steven is a Manager with Plante Moran Financial Advisors. He works exclusively with organizations to develop, maintain, and improve their qualified and non-qualified retirement plans. He consults with plan fiduciaries on meeting their fiduciary responsibilities, selecting and monitoring plan investments, educating participants, and understanding new plan legislation.
Cameron is a senior consultant with Plante Moran Financial Advisors. His role includes a heavy emphasis on investment consulting to institutional clients. He works with organizations to develop, maintain, and improve their qualified and non-qualified retirement plans. He consults with plan fiduciaries on meeting their fiduciary responsibilities, selecting and monitoring plan investments, and educating participants.
Brett is a senior consultant with Plante Moran Financial Advisors. He works with organizations to develop an effective retirement program designed to meet the needs of plan participants. His primary responsibilities include consulting with plan sponsors on the fast changing regulatory environment, ensuring clients benchmark and understand fees, and selecting and monitoring investments.
The Top Retirement Plan Advisors Under 40 will be featured in the Summer issue of NAPA Net the magazine, and honored at the 2017 NAPA 401(k) Summit.
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, and is part of the American Retirement Association. The American Retirement Association, based in the Washington, D.C. area, is a non-profit professional organization established to empower retirement plan professionals who are dedicated to building a better retirement for Americans. More information about NAPA is available at napa-net.org. Additional information about the NAPA 401(k) Summit is available at www.napasummit.org >>