Tag: "401(k) Leadership Advisor Award"
Fiduciary Consulting Group at PSA Honored with 401(k) Advisor Leadership Award
The American Society of Pension Professionals & Actuaries (ASPPA) today announced the team of Fiduciary Consulting Group @ PSA from Hunt Valley, Md., received the 2013 401(k) Advisor Leadership Award. Jania Stout, Retirement Plans Practice Leader at PSA received the award on behalf of the team during a session of the 12th annual ASPPA/NAPA 401(k) SUMMIT in Las Vegas.
Moreton Retirement Partners
NAPA & ASPPA 401(k) Advisor Leadership Award Finalist 2013
Moreton Retirement Partners
Chad Larsen is President of Moreton Retirement Partners. He has dedicated the past 20 years to developing and implementing proven processes and strategies for clients seeking to improve their retirement programs.
Plan Sponsor Consultants
NAPA & ASPPA 401(k) Advisor Leadership Award Finalist 2013
Plan Sponsor Consultants
Michael M. Kane is the founder and managing director of Plan Sponsor Consultants. He has more than 25 years of industry experience and is widely quoted on industry issues and has published extensively on retirement topics.
Fiduciary Consulting Group at PSA Financial
NAPA & ASPPA 401(k) Advisor Leadership Award Finalist 2013
Fiduciary Consulting Group at PSA Financial
Jania Stout has more than 18 years of experience working with middle market companies and their corporate sponsored retirement plans.
NAPA and ASPPA Announce 401(k) Advisor Leadership Award Finalists
The American Society of Pension Professionals & Actuaries (ASPPA) and the National Association of Plan Advisors (NAPA) announced today the names of three finalists in the running for the 401(k) Advisor Leadership Award.
Advisor Leaders Discuss 401(k) Industry Trends
Finalists for the ASPPA 401(k) Advisor Leadership Award shared their views on trends shaping the future of the 401(k) space, organized by advisor trends, participant trends and plan design trends during the The 401(k) SUMMIT in New Orleans, LA, on March 18, 2012.
Advisors Network, Give Back and Excel at 2012 ASPPA 401(k) SUMMIT
From all quarters of the country and Canada, retirement plan advisors, together with plan administrators, product and service providers, and senior managers convened at the 11th annual ASPPA 401(k) SUMMIT. Attracting nearly 1300 attendees focused on the retirement plan marketplace, the 11th annual industry-leading conference was held in New Orleans, LA, as planned for several years to join in energizing NOLA’s renewal.
Plan Sponsor Advisors Honored with 401(k) Advisor Leadership Award
The American Society of Pension Professionals & Actuaries announced the team of Plan Sponsor Advisors (PSA) from Chicago as recipient of the 2012 401(k) Advisor Leadership Award. Don Stone, managing partner and CIO of PSA received the award on behalf of the team during a session of the 11th annual ASPPA 401(k) SUMMIT in New Orleans.
Jim Phillips & Patrick McGinn
Morningstar & ASPPA 401(k) Advisor Leadership Award Finalist 2012 Jim Phillips, President of Retirement Resources, has been in the investment industry for more than 35 years, the past 17 of which have been focused in the area of qualified retirement plans. Phillips worked for major national investment firms for 14 years prior to going independent [...]
Joshua P. Itzoe
Morningstar & ASPPA 401(k) Advisor Leadership Award Finalist 2012 Joshua P. Itzoe, CFP®, AIF® is a Partner and Managing Director of Greenspring Wealth Management’s Institutional Client Group. An SEC-registered investment adviser, Greenspring provides independent retirement plan consulting services to publicly-traded, privately-held, and non-profit organizations throughout the country. Itzoe is respected as an industry expert, commentator and thought [...]
