NAPA Announces 401(k) Advisor Leadership Award Finalists

NAPA Announces 401(k) Advisor Leadership Award Finalists


ARLINGTON, VA — The National Association of Plan Advisors (NAPA) is proud to announce the three finalists for its 2015 401(k) Advisor Leadership Award.

Now in its eighth 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.

Drawn from a group of 10 outstanding semifinalists by a blue-ribbon panel of judges, the finalists for the 2015 401(k) Leadership Award are:

  • Corby Dall, AIF, PPA of 401(k) Advisors Intermountain, Sandy, Utah
  • Mark A. Davis, QPFC of CAPTRUST Financial Advisors, Westlake Village, Calif.
  • Jim Phillips and Patrick McGinn of Retirement Resources, Peabody, Mass.

The winner of the 2015 NAPA 401(k) Leadership Award will be revealed at the 2015 NAPA 401(k) SUMMIT, March 22-March 24 in San Diego, California.

Previous winners of the award include Kathleen Kelly, representing Compass Financial Partners, LLC, in Greensboro, N.C.; 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.

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.

More information about NAPA is available at Additional details about the 2015 NAPA 401(k) SUMMIT  are available at


Media Contact: Don Jackson, (703) 516-9300 Ext. 169, [email protected]

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