DENVER, Colo., August 24, 2020—401(k) Specialist, the only website, magazine and e-newsletters dedicated exclusively to helping financial advisors ensure a secure retirement for hardworking Americans through the 401(k), has announced the finalists for the “2020 Top Advisor By Participant Outcomes (TAPO).”
The finalists are:
• Tom Brown, Blue Water Capital Management
• Gerald Wernette, Rehmann Retirement Solutions
• Joe Brummel, Strategic Retirement Partners
• Larry Deatherage, Retirement Benefits Group
• Austin Gwilliam, GRP Financial
• Jane Hagen, Tri-Star Trust
• Douglas Parker, Sage Rutty & Company
• Jania Stout, Hightower Fiduciary Plan Advisors
• Jake Rushton, TrueNorth Wealth
• Eduardo Gimenez, Raffa Retirement Services
• Jeffery Acheson, Advanced Strategies Group
• Jonathon Schultheiss, Gate City Advisors
This year’s finalists will be celebrated prior to the selection of the overall 2020 Top Advisor in an exciting and innovative digital webcast as part of Excel 401(k): The Advisors’ Conference digital series to be held September 14th – November 23rd, 2020.
FREE REGISTRATION FOR THE EXCEL 401(k) DIGITAL SERIES IS HERE
“These top advisors, all of whom are profiled monthly at 401kspecialist.com, have distinguished themselves in the all-important area of participant outcomes, the only true measure of 401(k) plan success,” said John Sullivan, 401(k) Specialist’s editor-in-chief. “Whether it’s developing and deploying innovative plan benchmarking and scoring techniques or connecting with sponsors and participants on a human level, the results are raising the bar for the industry as a whole.”
401(k) Specialist is extremely excited to partner with TAPO’s 2020 sponsor, J.P. Morgan Asset Management.
The company’s innovative “Let’s solve it” proposition is dedicated to assisting advisors with their most pressing challenges. It presents a natural synergy, as participant outcomes is one of the premier challenges with which 401(k) advisors, sponsors and participants currently wrestle.
“We’re constantly seeking to better understand the behaviors of participants to help inform our investment decisions,” said Mike Miller, Head of Retirement Distribution at J.P. Morgan Asset Management. “We remain committed to helping our clients achieve stronger retirement outcomes and getting more participants over the retirement finish line.”
Although J.P. Morgan Asset Management is a partner in the recognition and celebration, it was in no way involved with, or responsible for, the selection of the Top Advisors by Participant Outcomes (TAPO), as it is strictly an editorial process.
About 401(k) Specialist
401(k) Specialist is exclusively dedicated to equipping retirement plan advisors with the vision, specialized knowledge, and cutting-edge technology that are vital to their success in a dynamic marketplace, in order to ensure a secure retirement for hardworking Americans through the 401(k) savings vehicle.
About J.P. Morgan Asset Management
J.P. Morgan Asset Management, with assets under management of USD 2.2 trillion (as of 30 June 2020), is a global leader in investment management. J.P. Morgan Asset Management’s clients include institutions, retail investors and high net worth individuals in every major market throughout the world. J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedge funds, private equity and liquidity.
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.2 trillion and operations worldwide. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of customers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.
Ashley Gonzalez is the director of digital media for 401(k) Specialist. She has 15 years of experience in the digital media industry, specifically B2B markets. Ashley specializes in digital marketing, electronic newsletters, social media and web development.
