2018 NAPA Young Gun Cover Story with award-recipient, Jessica Ballin

Jessica Ballin, principal at 401k Plan Professionals, earned a spot on NAPA's 2018 Top Retirement Plan Advisors Under 40 -- the "Young Guns".  She is featured on pages 37-40 in the cover story, which you can read and view in the PDF below.

Did you know? NAPA stands for the National Association for Plan Advisors. It is a trade association for retirement plan advisors and NAPA lobbies at the capital to ensure Congress does not limit the ability for Americans to save for Retirement. 

Note for viewing: You can enlarge the view to 'full screen' by clicking the square image that appears in the bottom right of the pane. You can also navigate left and right & zoom in and out as you move through the information.

Midyear Outlook 2018 from LPL Financial

LPL Financial published their midyear 2018 Outlook. This contains digestible information regarding the markets and more. 

The PDF below contains the full update. You can enlarge the view to 'full screen' by clicking the square image that appears in the bottom right of the pane. You can also navigate left and right & zoom in and out as you move through the information.

If you'd like the PDF for yourself, your plan participants, or someone else, please reach out and we will send it your way.

 

 

Jenna Witherbee on 'having a heart to help people' - NAPA Summit 2018 Interview

Jenna Witherbee is one of NAPA's Top Women Advisors of 2017 (along with Jessica Ballin and others). In this 4-minute interview, she shares her best day, the importance of having a heart to help people, and what she has learned during her 9 years as an advisor with 401k Plan Professionals in Minneapolis, Minnesota.

You can watch the embedded youtube video below, by clicking the 'play' icon in the middle of the screen, or click here to view: https://youtu.be/De7xkOvkWEE