Matrix Financial Solutions Partnership with NAPA and SCS Expands Advisor Education

WASHINGTON (September 24, 2014) — Matrix Financial Solutions (Matrix), a Broadridge Financial Solutions, Inc. (NYSE:BR) company, along with the National Association of Plan Advisors (NAPA) and SCS Consulting, Inc. (SCS) announced today that more than 100 financial advisor attendees of Matrix’s 2014 Get Connected Conference earned NAPA’s Qualified Plan Financial Consultant (QPFC) credential.

The annual conference, held in Keystone, Colorado, provides sales training to advisors who want to increase their retirement plan business. Following the advisors’ completion of a six-month webinar training series was a four-day onsite “boot camp” training led by industry expert Sarah Simoneaux of SCS Consulting.  NAPA administered the proctored examination at the conference, a first for an industry conference, providing attendees with the opportunity to earn their QPFC credential upon completion of the boot camp experience.

“I would like to thank Matrix for sponsoring the educational series as it was a great value-add that will help me in my practice going forward”, said Sarah Baxter of Pinnacle Wealth Management.  “I also want to recognize Sara Simoneaux, one of the top minds and educators in the industry, for her expert training and preparation for the QPFC exam.  I am excited to apply what I learned to my day-to-day operations and bring the NAPA curriculum into my practice. I am proud to have earned the QPFC credential, and look forward to a great association with the NAPA organization.”

Sarah Simoneaux noted, “The program that was put together by Matrix and NAPA was unparalleled in the industry. The combination of industry information provided by NAPA’s QPFC curriculum and the tools to put that knowledge into practice provide advisors with the keys to success in today’s marketplace. The participants in the boot camp also benefitted from highly interactive discussions of shared sales experiences and challenges.”

“By partnering with NAPA and Sarah, we’re able to offer this important educational program to advisors dealing with uncertainty and regulatory change,” said John Moody, President, Matrix Financial Solutions. “We’re committed to making sure that today’s advisors are better equipped to be a stronger asset to their plan sponsors and ultimately win new business by capitalizing on opportunities within the industry.”

“Matrix has been a strong proponent of providing financial advisors with the tools they need to effectively manage their retirement plan business, noted Brian Graff, Executive Director of NAPA. “The partnership between Matrix and NAPA will ultimately result in better educated advisors, and ultimately that means better retirement outcomes for plan participants.”

Developed and supported by NAPA, the QPFC credential is the gold standard for financial professionals who sell, advise, market, or support qualified retirement plans.  The QPFC is designed for professionals with at least two to three years of retirement plan experience.

About Matrix Financial Solutions

Matrix Financial Solutions, now part of Broadridge Financial Solutions, Inc., is a leading provider of TrueOpen™ retirement products and services for third party administrators, financial advisors, banks and other financial professionals. Matrix serves more than 300 financial institutions with over $200 billion in customer assets processed through its trading platform. For more information about Matrix please visit

About Broadridge

Broadridge Financial Solutions, Inc. (NYSE:BR) is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally. Broadridge’s investor communications, securities processing and business process outsourcing solutions help clients reduce their capital investments in operations infrastructure, allowing them to increase their focus on core business activities. With over 50 years of experience, Broadridge’s infrastructure underpins proxy voting services for over 90% of public companies and mutual funds in North America, and processes more than $5 trillion in fixed income and equity trades per day. Broadridge employs approximately 6,400 full-time associates in 13 countries.  For more information about Broadridge, please visit

About NAPA

The National Association of Plan Advisors, an organization based in the Washington, DC area, was created by and for retirement plan advisors and currently has nearly 8,000 members. While the financial services industry is well represented in Washington by a number of trade associations that weigh in on issues affecting advisors, NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. Membership offers four valuable benefits: advocacy, business intelligence, networking and professional development – all designed to keep plan advisors in the forefront of the industry and help them succeed. For more information contact Nevin Adams at [email protected], 703-516-9300 x 114.

About SCS

Simoneaux & Stroud Consulting Services (SCS) specializes in retirement services industry strategic planning, business consulting, and retirement plan technical and soft skills training. SCS’ nationwide customer base includes third party administrators, recordkeepers, financial institutions, financial advisors, broker dealers, and banks servicing employer-sponsored 401(k) and other qualified retirement plans. For more information about SCS, please visit

Media Contacts


Nevin Adams: 703.516.9300 x114; [email protected]


Linda Namias, Broadridge: (631) 254-7711; [email protected]

Danielle Pieri, Brainerd Communicators, Inc.: (212) 986-6667; [email protected]


Sarah Simoneaux: (985) 210-2406; [email protected]