NAPA Announces 401(k) Advisor Leadership Award Finalists

NAPA has announced the three finalists in the running for the 2014 401(k) Advisor Leadership Award: • Alliance Benefit Group Financial Services, Corp. represented by Bradley K. Arends, J.D. • Compass Financial Partners, represented by Kathleen A. Kelly, CRPS®, AIFA® • Maresh Yoshida 401(k) Group, represented by T. Henry Yoshida, CFP®, CIMA® One of the three finalists will receive the 2014 401(k) Advisor Leadership Award during the 2014 NAPA 401(k) SUMMIT, March 24 in New Orleans. They were chosen from a group of 10 semi-finalists — a group that also included: • Bruce G. Lanser from UBS Institutional Consulting • Chepenik Financial • L.R. Webber Associates, Inc. • Mark Delp, CFP from Wells Fargo Advisors FiNet • Michael Kane with Plan Sponsor Consultants • Moreton Retirement Partners • Pensionmark Retirement Group Now in its seventh year, the 401(k) Advisor Leadership Award continues to recognize leadership, innovation and contributions to the retirement plan industry with the sales, marketing and establishment of 401(k) plans. Past recipients of the award are known for going “above and beyond” to exemplify a key pursuit of NAPA: to directly impact the ability for Americans to build a successful retirement, especially through employer-based plans. Keep an eye out for in-depth profiles of the three finalists throughout this month.