Tag: "Morningstar"
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 [...]
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 [...]
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 [...]
ASPPA Presents 11th Annual 401(k) SUMMIT
The ASPPA 401(k) SUMMIT is a national forum for professionals in the 401(k) marketplace. Retirement plan practitioners join experts and business leaders to discuss major trends, best practices, and legislative and regulatory activity that impact the industry.
Malone Honored with 401(k) Advisor Leadership Award
ASPPA announced that Michael J. Malone, founder and managing director of MJM401k in Phoenix, Ariz. and Santa Monica, Calif., received the 2011 401(k) Advisor Leadership Award during the general session of the annual ASPPA 401(k) Summit in Las Vegas, Nev.
ASPPA & Morningstar Accepting Nominations for 401(k) Advisor Award
The American Society of Pension Professionals & Actuaries (ASPPA) announces the opening of the nomination window for the 401(k) Advisor Leadership Award. The award co-sponsored by Morningstar Inc., recognizes leadership, innovation, and influence by a leading financial advisor in the 401(k) marketplace.
