Tag: "Donald Stone"
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.
Plan Sponsor Advisors
Morningstar & ASPPA 401(k) Advisor Leadership Award Finalist 2012 Jennifer Flodin is a co-founder of PSA. She is responsible for several of the firm’s largest relationships and manages the firm’s retirement benefit consulting practice. Flodin has over 15 years of experience in the industry and was singled out as one of the industry’s “Rising Stars [...]
ASPPA and Morningstar Announce 401(k) Advisor Leadership Award Finalists
The American Society of Pension Professionals & Actuaries announced the names of three finalists in the running for the 401(k) Advisor Leadership Award sponsored by Morningstar and ASPPA. The award recognizes significant accomplishments by a leading financial advisor in the 401(k) marketplace…
