ASPPA and Morningstar Announce 401(k) Advisor Leadership Award Finalists

| February 8, 2011 | 0 Comments

Award Presented at The ASPPA 401(k) SUMMIT

The American Society of Pension Professionals & Actuaries (ASPPA), announced today the names of three finalists in the running for the 401(k) Advisor Leadership Award sponsored by Morningstar and ASPPA.  The award recognizes the specific accomplishments by a leading financial advisor in the 401(k) marketplace. 

Sponsored by Morningstar, Inc., a leading provider of independent investment research, and ASPPA, the leader in retirement education and advocacy— the award reflects the multi-faceted efforts of advisors to serve their clients (plan sponsors and participants), act as mentors, maintain high ethical standards, and innovate in the retirement industry. Within these criteria, finalists were also judged on how they employ this expertise to help working Americans build their retirement future through the private pension system. 

The three 2011 finalists are Joe Connell, senior retirement plan consultant at Financial Concepts, Inc., in Minneapolis, Minn., Michael J. Malone, founder and managing director of MJM401k in Phoenix, Ariz., and Jim O’Shaughnessy, managing partner at Sheridan Road Financial in Northbrook, Ill.   

One of these three finalists will receive the 2011 401(k) Advisor Leadership Award during a special session of The 2011 ASPPA 401(k) Summit on March 7 in Las Vegas, Nev. Finalists were selected from 100 nominations from their peers and colleagues in the retirement industry.

For additional information, contact Melinda Semadeni, director of media relations at ASPPA – [email protected] or call 703-516-9300, ext. 130.

Joe Connell, Financial Concepts Inc.
Michael J. Malone MJM 401k
Jim O’Shaughnessy Sheridan Road Financial








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ASPPA: The American Society of Pension Professionals & Actuaries (ASPPA) is a national organization of more than 7,500 retirement plan and benefits professionals that serves as the educator, voice, and advocate for the employer-based retirement system. ASPPA members are administrators, actuaries, advisors, attorneys, accountants, and other financial services professionals who provide consulting and administrative services for qualified retirement plans.   

Morningstar, Inc: Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutions. Morningstar provides data on more than 370,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 4 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. The company has operations in 26 countries.


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