Announcing NAPA’s 2018 Top Retirement Plan Advisors Under 40

Today the National Association of Plan Advisors (NAPA) is pleased to announce the 2018 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 nearly 600 nominations (a 10% increase from last year’s previous record). 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 kept the list at 75.

These Top Retirement Plan Advisors Under 40 will be featured in a future issue of NAPA Net the Magazine and acknowledged at the 2018 NAPA 401(k) Summit in Nashville, TN, April 15-17.

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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