Established in 2014, this list - officially the NAPA Top Retirement Plan Advisors Under 40, a.k.a. “Aces” - is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. These “Aces" are widely seen as the future leaders of the retirement plan advisor industry.These outstanding individuals were drawn from a pool of nearly 700 nominations. Congratulations, Matt!
About the Award
Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Nominees had to be retirement plan advisors with their own book of business, and had to be less than 40 years of age.
Nominees are required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors.
The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate.
About the National Association of Plan Advisors
The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. NAPA is part of the American Retirement Association, based in the Washington, D.C. area. More information about NAPA is available at napa-net.org
ProCourse is an independent Registered Investment Advisor (RIA) that specializes in advising over 401(k), 403(b) and other institutional retirement plans. Since 1998, the team has worked together to improve the financial health of the clients and participants they support. Find out more at www.procourseadv.com or call (317) 708-4150
Past performance may not be indicative of future results. The information in this document should not be construed, in any manner whatsoever, as a substitute for personalized individual advice from ProCourse. Any subsequent, direct communication by ProCourse with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption from registration in the state where the prospective client resides. Information pertaining to the registration status of ProCourse is available on the U.S. Securities & Exchange Commission’s website at www.adviserinfo.sec.gov.