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Breaking News: Announcing NAPA’s 2023 Top Retirement Plan Advisors Under 40!

Awards & Honors

Today the National Association of Plan Advisors is pleased to announce the 2023 Top Retirement Plan Advisors Under 40—NAPA’s “Aces.”

One of the first of NAPA’s standard-setting industry lists, many of the individuals who have been recognized here have gone on to become the very industry leaders this recognition was designed to help identify.

Established in 2014, the list is drawn from nominations (more than 500 this year) provided by NAPA Broker-Dealer/RIA Firm Partners, who are subsequently vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review.

These Top Retirement Plan Advisors Under 40 will be featured in the Spring issue of NAPA Net the Magazine and acknowledged at the 2023 NAPA 401(k) Summit in San Diego, California, April 2-4. 

Our thanks to all who participated in the nomination and voting process, the hundreds of nominees, and our panel of judges, who gave selflessly of their time and energy to make this year’s process another resounding success.

Most importantly, our heartiest congratulations to this year’s Top Retirement Plan Advisors—and for all you have done, and will continue to do, for the many plans, plan sponsors and plan participants you support.

You can find the list of Top Retirement Plan Advisors Under 40 at