Two Plexus Financial Services advisors nominated for retirement industry honor
A pair of Plexus Financial Services LLC advisors are up for a prestigious industry honor recognizing excellence in their field.
Plexus Financial Services Practice Leader Allison Winge and PFS Vice President of Client Relations Pamela Appell are finalists for recognition as Top Women Advisors for 2017 by the National Association of Plan Advisors (NAPA).
More information on the award, including a full list of nominees, can be found at napatopwomenadvisors.org.
Plexus Financial Services, LLC is a member of NAPA, which advocates on behalf of retirement plans, plan participants, and advisors. NAPA is a subsidiary of the American Retirement Association (ARA).
A wholly owned subsidiary of The Plexus Groupe, Plexus Financial Services specializes in corporate retirement plan advisory services, including 401(k), 403(b), 457, defined-contribution, defined-benefit, and non-qualified plans.
Plexus salutes Allison and Pam for their hard work and their advocacy on behalf of plan participants and plan sponsors.
Disclosure regarding NAPA’s Top Women Advisors
The list is formed through an advisor application process supporting a potential nomination from the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. The nomination acknowledges excellence and contributions within the profession. No fee is charged for application, nomination, or selection however only NAPA Firm Partners are allowed to participate. Among various selection criteria, annual dues are required to obtain NAPA Firm Partner Membership.
Disclosure regarding NAPA/ARA
The National Association of Plan Advisors is a non-profit professional society backed by the American Retirement Association (ARA). The materials provided are intended for instruction only and are not a substitute for professional advice.
The American Retirement Association is a non-profit professional organization with two major goals: to educate all retirement plan and benefits professionals, and to create a framework of policy that gives every working American the ability to have a comfortable retirement. The American Retirement Association is comprised of four premier retirement industry associations; the American Society of Pension Professionals & Actuaries (ASPPA), the ASPPA College of Pension Actuaries (ACOPA), the National Association of Plan Advisors (NAPA), and the National Tax-deferred Savings Association (NTSA).
For additional information please contact NAPA (napa-net.org) and the American Retirement Association (usaretirement.org) at 4245 N. Fairfax Drive, Suite 750, Arlington, Va., 22203. Both organizations can be reached by telephone at 703-516-9300.
Disclosure regarding Plexus Financial Services
Plexus Financial Services, LLC (“PFS”) does not provide specific investment, tax, and/or legal advice and the information referenced/provided is not specific to any company’s or individual’s circumstances. The materials referenced/provided are general in nature and provided for educational purposes based upon publicly available information from sources believed to be reputable and reliable; we cannot assure the accuracy or completeness of these materials and caution you to use personal diligence in review before relying or acting upon any information presented. Any general information referenced/provided is not be construed as personalized investment, tax, and/or legal advice. Always consult an advisor, attorney and/or tax professional regarding your specific situation.
This communication is strictly intended for individuals residing in the states of Alabama, Colorado, Georgia, Illinois, Indiana, Louisiana, North Carolina, Ohio, Oklahoma, Texas, Washington, and Wisconsin and does not provide any information regarding any offers or services directly provided by PFS. The information referenced/provided is not to be considered an offer to buy or sell, or a solicitation of any offer.
PFS is a wholly owned subsidiary of The Plexus Groupe LLC. Advisory services are offered through Plexus Financial Services LLC, a registered investment advisor with the SEC which transacts business in states where it is properly registered, or is excluded or exempted from registration requirements, member FINRA (www.finra.org) and the SIPC (www.sipc.com). SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.
You may request receipt of PFS’s Form ADV, Privacy Policy Statement, Code of Ethical Behavior, and Conflict of interest Policy at any time by written request to info@plexusfs.com. For additional details or questions regarding this or any information provided by or related to PFS, please visit our website at www.plexusfs.com. Plexus Financial Services is located at 21805 Field Parkway, Suite 300, Deer Park, Illinois 60010. To contact us by phone, please call (847) 307-6222.
