Announcing NAPA’s 2017 Top Retirement Plan Advisors Under 40

Today the National Association of Plan Advisors (NAPA) is pleased to announce the 2017 Top Retirement Plan Advisors Under 40.

Established in 2014, this year the list is drawn from nominations provided by NAPA broker-dealer/RIA Firm Partners, vetted by a blue ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, and voted on by thousands in the retirement plan industry. These “Young Guns” are widely seen as the future leaders of the retirement plan advisor industry.

This year we received more than 500 nominations (a 20% increase from a year ago), and received nearly 23,000 votes, compared with approximately 20,600 a year ago – both are records for this prestigious list.

While each year’s nominations contain an inspiring pool of potential candidates, due to both the size and quantity of qualifying advisors this year, we have expanded this year’s list to 75.

These Top Retirement Plan Advisors Under 40 will be featured in the Summer issue of NAPA Net the Magazine, and acknowledged at the 2017 NAPA 401(k) Summit in Las Vegas, Nevada, March 19-21, 2017.

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 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

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