NAPA announced the three finalists for its 2015 401(k) Advisor Leadership Award on March 3.
Drawn from a group of 10 outstanding semifinalists by a blue-ribbon panel of judges, the finalists for the 2015 401(k) Leadership Award are:
- Corby Dall, AIF, PPA of 401(k) Advisors Intermountain, Sandy, Utah
- Mark A. Davis, QPFC of CAPTRUST Financial Advisors, Westlake Village, Calif.
- Jim Phillips and Patrick McGinn of Retirement Resources, Peabody, Mass.
The winner of the 2015 NAPA 401(k) Leadership Award will be revealed at the 2015 NAPA 401(k) SUMMIT, March 22-24 in San Diego.
Now in its eighth year, the prestigious NAPA 401(k) Advisor Leadership Award recognizes leadership, innovation and contributions to the retirement plan industry with the sales, marketing and establishment of 401(k) plans.
Previous winners of the award include Kathleen Kelly, representing Compass Financial Partners, LLC, in Greensboro, N.C.; Fiduciary Consulting Group @ PSA, represented by Jania Stout; Plan Sponsor Advisors, represented by Jennifer Flodin, Angelo Auriemma and Donald Stone; Michael J. Malone of MJM401K; Sean Waters, Cook Street Consulting, Inc.; Fred Reish of Drinker Biddle & Reath; and Bill Chetney, then of National Retirement Partners.
