A pair of Plexus Financial Services representatives are among a select team of retirement plan advisors headed to Washington D.C. next week to meet with federal officials on a variety of workplace retirement issues. Senior vice president of client relationship management Karie O’Connor and vice president of relationship management Keith Hamann will attend the National Association of Plan Advisors (NAPA) D.C. Fly-In Forum on July 21 and 22. O’Connor and Hamann, who boast more than three combined decades of plan advisory experience, are two of about 200 NAPA members set to visit Capitol Hill.
An affiliate of the American Retirement Association, NAPA is a leading industry advocacy group headquartered in Washington, D.C. The forum will bring together corporate financial retirement plan experts and federal officials, including members of Congress, to discuss industry trends and legislative developments. The event is restricted to NAPA members managing more than $100 million in plan assets, at least 2,000 plan participants and 10 plans or more.
A subsidiary of The Plexus Groupe LLC, Plexus Financial Services is an independent, objective firm dedicated to provide consulting expertise and advisory services to plan sponsors of corporate retirement programs. For more information on Plexus Financial Services, visit Plexusfs.com or contact the firm at 847-307-6222