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

| February 13, 2012 | 0 Comments

Award Presented at The ASPPA 401(k) SUMMIT

ARLINGTON, VA (February 13, 2012)—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 significant 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 their expertise to help working Americans build their retirement future through the private pension system.

The three 2012 finalists are: Joshua P. Itzoe, partner and managing director at Greenspring Wealth Management Inc.,  in Towson, Md.; Jim Phillips & Patrick McGinn, president & vice president (respectively) of Retirement Resources Investment Corp., in Peabody, Mass.; and the team of Plan Sponsor Advisors, LLC., in Chicago, Ill.

One of these three finalists will receive the 2012 401(k) Advisor Leadership Award during a special session of The ASPPA 401(k) SUMMIT 2012 on March 18 in New Orleans, La. Finalists were selected from more than 80 nominations submitted by their peers and colleagues in the retirement industry.

For additional information about the finalists or media interested in attending the SUMMIT, contact Melinda Semadeni, Director of Media Relations at ASPPA at [email protected]  or (703) 516-9300, ext. 130.

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The American Society of Pension Professionals & Actuaries (ASPPA) is a national organization of more than 8,500 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. ASPPA is based in Arlington, Virginia, and has 20 regional ASPPA benefits councils (ABCs) providing local retirement plan employee benefit professionals with opportunities to participate in ASPPA activities in their local communities. 

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individuals, financial advisors, and institutions. Morningstar provides data on approximately 330,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 5 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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