Three Plexus Financial Services team members are among a group of retirement advisors set to meet with federal legislators and staff this week in Washington, D.C. PFS Practice Leader Allison Winge and Vice Presidents of Client Relations Pamela Appell and Keith Hamann are taking part in the National Association of Plan Advisors’ D.C. Fly-In Forum, which gives participants an opportunity to connect with lawmakers on numerous retirement issues, including the importance of 401(k) plans for middle-class post-work saving.
An affiliate of the American Retirement Association based in Washington, the National Association of Plan Advisors (NAPA) is a leading professional society and advocacy group for retirement plan advisors.
Fly-In participants represent firms with at least $100 million in plan assets, 2,000 plan participants and 10 retirement plans.
The NAPA event runs from Monday through Wednesday, with the final day of the conference devoted to meetings with the offices of local lawmakers on Capitol Hill.
About Plexus Financial Services
Plexus Financial Services is an independent, objective firm providing consulting expertise and advisory services to sponsors and participants of corporate retirement programs. The firm advocates for plan sponsors and their participants, delivering best-in-class solutions for our clients’ retirement planning needs and objectives.
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