The kickoff festivities at the morning session of the annual Excel 401(k): The Advisors’ Conference in Dallas featured the annual celebration and recognition of this year’s group of 12 monthly ‘Top Advisors by Participant Outcomes’ (TAPO) designees, as named by 401(k) Specialist.
The event also unveiled the long-awaited overall ‘2019 Top Advisor by Participant Outcomes’ (TAPO) recipient, as chosen from among the group by an independent panel of industry experts.
After a bit of anticipation, it was announced that Jamie Greenleaf, Lead Advisor and Principal with Cafaro Greenleaf, took home the honor.
This year’s panel of judges was:
- Ian Sheridan – Vestigo Ventures
- Donna MacFarland – Accelerate Strategies, LLC.
- Jamie DeRubertis – FPS Group
- James Liberi – vWise
- Mary Kay Leydon – MCL Consulting
“Participant outcomes are changing,” Greenleaf said. “We’ve been siloed for so long with participant outcomes in the retirement program. Today, our plan sponsors are viewing benefit dollars more holistically. When I think of participant outcomes, I think of the success of the population not just from their retirement standpoint but from building a better benefits package.”
The monthly designees and 2019 TAPO finalists were:
- Corby Dall, 401k Advisors Intermountain
- Jamie Greenleaf, Cafaro Greenleaf
- Blake Thibault, Heffernan Financial Services
- Marcy Supovitz, Boulay Donnelly & Supovitz Financial Services
- Daniel Peluse, Wintrust Wealth Management
- Kristi Baker, CSI Advisory Services
- Brad Arends, intellicents
- Todd Kading, LeafHouse Financial
- Kathleen Kelly, Compass Financial Partners
- Dan Boardman, Hickok & Boardman Retirement Solutions (HBRS)
- Daniel Tacktill, The Stanger Tacktill Group of Oppenheimer & Co.
- Jeanne Fisher, ARGI Investment Services
- David Griffin, Atlanta Retirement Partners
- Jerry Lynch, JFL Total Wealth Management
401(k) Specialist was extremely excited to partner with TAPO’s 2019 sponsor, J.P. Morgan Asset Management.
The company’s innovative “Let’s solve it” campaign is dedicated to assisting advisors with their most pressing challenges. It presents a natural synergy, as participant outcomes are premier challenges with which 401(k) advisors, sponsors and participants currently wrestle.
“Every day, we actively work to simplify, inform and empower better decisions,” J.P. Morgan Asset Management noted. “All to help build stronger portfolios and to help our clients achieve long-term success.”
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, as it is strictly an editorial process.
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.
