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NAPA Announces 401(k) Advisor Leadership Award Finalists

Today the National Association of Plan Advisors (NAPA) is proud to announce the three finalists for its 2016 401(k) Advisor Leadership Award. Drawn from a group of 10 outstanding semifinalists by a blue-ribbon panel of judges, the finalists for the 2016 401(k) Leadership Award are:
  • LeafHouse Financial Advisors – Austin, Texas
  • StoneStreet Advisor Group, Barbara Delaney and team, A GRP Member Firm – Pearl River, N.Y.
  • Plante Moran Financial Advisors – Southfield, Mich.
The winner of the 2016 NAPA 401(k) Leadership Award will be revealed at the 15th Annual NAPA 401(k) SUMMIT, April 17-19 in Nashville, Tenn. Now in its ninth 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. More than 150 nominations were received for this year’s award, which focuses on innovation and accomplishments in human capital management, sometimes referred to as workforce management. Previous winners of the award include the advisory team at Retirement Resources, represented by Jim Phillips and Patrick McGinn; Kathleen Kelly, representing Compass Financial Partners, LLC,; 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. As of March 15, the NAPA room blocks are currently sold out. As a result, NAPA is waiving the $250 hotel fee. We have made additional hotel reservations at the Homewood Suites Nashville Downtown for $289 and the Holiday Inn Express Nashville Downtown for $245. If you are interested in these rooms, please contact Christy Poppy through email or by phone at 703.516.9300 ext 176. You are also welcome to book at other area hotels.

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