DEER PARK, Ill. – Chicagoland-based Plexus Financial Services, LLC (PFS), a firm specializing in corporate retirement plan advisory services, has had two exemplary associates honored by a leading industry lobbying group.
PFS Executive Vice President and Practice Leader Allison Winge and Vice President of Client Relations Pamela Appell have been named Top Women Advisors for 2017 by the National Association of Plan Advisors (NAPA). Top Women Advisor honorees were selected by a panel of judges, with nearly 600 retirement advisors receiving nominations.
Winge (pictured at left) was selected as a “Captain,” a designation given to leaders of retirement plan advisory firms. Appell (right) was selected as an “All-Star,” an honor reserved for top producers. Winge and Appell each have close to two decades of experience in corporate retirement plan advisory.
A wholly owned subsidiary of The Plexus Groupe LLC, Plexus Financial Services offers fiduciary assistance, participant education, investment consulting, plan design, and provider management for corporate retirement plans.
“We are extremely proud of the recognition Allison and Pamela have received,” said Brian F. Griffin, Plexus Groupe President and Chief Operating Officer. “Their tireless advocacy on behalf of retirement plan sponsors and participants is to be commended, and we cannot thank them enough for the impact they have had on Plexus Financial Services and our clients. The entire Plexus family salutes Allison and Pam for their excellent work.”
An affiliate of the American Retirement Association, NAPA is a leading industry advocacy group for the retirement plan advisory industry. Plexus Financial Services is a member of NAPA.
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.