Congratulations to Sarah Majeski and Shaun Cox for being named 2019 Top Retirement Plan Advisors Under 40!

The National Association of Plan Advisors (NAPA) has announced the 2019 Top Retirement Plan Advisors Under 40, aka “Young Guns”. This year we are proud to have two of our team members win this prestigious award. We want to congratulate Sarah Majeski, Team Leader of Client Services, as well as Shaun Cox, Client Manager, for achieving this incredible honor.

Established in 2014, this year the list is drawn from an incredible pool of nearly 600 nominations provided by NAPA broker-dealer/RIA Firm Partners, vetted by a panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees. These “Young Guns” are widely seen as the future – and in a growing number of cases current – leaders of the retirement plan advisor industry.

Congrats Sarah and Shaun!

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 (born after January 1, 1978.)

Nominees were 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. The rating is not indicative of the applicant’s future performance.

In 2019, 647 nominations were received.  100 were ultimately selected.