DEER PARK, Ill.., October 19 — A top advocacy group for retirement plan advisors has recognized a Plexus Financial Services principal for her contributions to the industry. The National Association of Plan Advisors (NAPA) recently selected Plexus Financial Services Senior Vice President of Client Relationship Management Karie O’Connor as one of the organization’s Top Women Advisors. O’Connor, who has more than two decades of experience as a retirement plan advisor, was selected a “captain” by NAPA, with the captain designation given to “(all-stars) who happen to be principals, owners, team captains of their organizations.”
O’Connor was one of almost 450 nominees for recognition for NAPA, which is a part of the American Retirement Association. Nominees completed questionnaires, and their candidacies were reviewed by a panel of selectors. This is the first time NAPA has given the award.
“Karie is a significant part of our team,” said Allison Winge, Executive Vice President of Retirement and Practice Leader at Plexus Financial Services. “Every day, Karie shares her vast retirement plan knowledge and focus on mitigating fiduciary liability with our clients, designing retirement plans to enhance the participants’ experience and financial outcomes.”
Located in suburban Chicago (Deer Park), Plexus Financial Services is an independent, objective firm providing consulting expertise and advisory services to sponsors and participants of corporate retirement programs (401k, 403b, 457, DC, DB, NQ). A Registered Investment Adviser (RIA), Plexus Financial Services is a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC) and a CEFEX-certified organization. CEFEX, the Centre for Fiduciary Excellence, has certified Plexus Financial Services to the Fiduciary 360 (fi360) standard, "Prudent Practices for Investment Advisors.”
Plexus Financial Services is the corporate retirement planning subsidiary of The Plexus Groupe LLC, a progressive, client-focused insurance brokerage and risk management consulting firm with offices in Chicago (Deer Park), Dallas and Oklahoma City.
For more information on how Plexus Financial Services can aid employers and plan participants, visit PlexusFs.com or contact the firm at 847-307-6222.
ABOUT THE PLEXUS GROUPE
One of Business Insurance’s “Best Places to Work” five years running, The Plexus Groupe offers diligent, value-added client service and differentiated expertise in the areas of property and casualty insurance, employee benefits, mergers and acquisitions, corporate retirement planning and technology services. To learn more about Plexus, visit plexusgroupe.com or call 847-307-6100 (Chicago), 972-770-5010 (Dallas) or 405-241-9462 (Oklahoma City).
Media contact: Mike Wilkening, Plexus Groupe marketing communications manager, 847-307-6135, firstname.lastname@example.org.