Jessica Ballin of 401k Plan Professionals is the newest member of the Retirement Advisor Council. Mrs. Ballin serves a 2 year term with the council where she will continue her work as an advocate for holistic financial & retirement education for both plan participants and plan sponsors.
401k Plan Professionals Team Spotlight: Kelly Pannek
Kelly Pannek joined our team at 401k Plan Professionals in 2015. Since day one, she has played an important role in our client’s experience through her willingness to help and deliver on any task.
We are continuously impressed by her unique ability to balance her education, her role with our team, and the demands of her collegiate and olympic hockey careers. Kelly has helped lead both the University of Minnesota Gophers Women’s Hockey team to multiple national titles and Team USA Women’s Hockey to their Gold Medal win at the 2018 PyeongChang Winter Olympics.
On or off the ice, Kelly's presence, personality & leadership are easy to feel. 401k Plan Professionals celebrates our outstanding team member, Ms. Pannek, today and every day.
See the article below published by the Star Tribune to learn more:
Jessica Ballin Named as Delegate to NAPA DC Fly-In Forum 2018
Jessica Ballin with Tina Smith, United States Senator from Minnesota
Minneapolis, Minnesota —Jessica Ballin of 401k Plan Professionals recently participated as a delegate to the National Association of Plan Advisors’ (NAPA) Annual DC Fly-In Forum, an exclusive gathering of the nation’s leading retirement plan advisors.
Delegates to the NAPA DC Fly-In Forum converged in the nation’s capital to listen to and brief top congressional leaders about the impact and importance of the nation’s workplace retirement plans, and, as advocates for the employers and participants they work with, shared how proposed laws and regulations might impact American workers’ retirement security. Jessica Ballin, a member of NAPA, was one of approximately 200 delegates selected to participate in the sixth annual NAPA DC Fly-In Forum July 24-25.
This year NAPA DC Fly-In Forum delegates heard from Congressman Richie Neal (D-Massachusetts), and Senator Todd Young (R-Indiana), both of which have recently introduced legislation that would impact retirement plans, as well as Assistant Secretary of Labor Preston Rutledge and Securities and Exchange Commissioner Hester Peirce, key figures in recent developments regarding considerations regarding a fiduciary standard. Panel discussions with key Hill staffers shed light on prospects for legislative reforms, and delegates also gained insights on litigation trends and new retirement policy proposals, followed by a dinner keynote address featuring a perspective on the mid-term elections from CNN Chief National Correspondent John King.
On the second day of the forum, delegates met one-on-one with their respective congressional representatives on Capitol Hill to share insights from the experiences they have on a daily basis with business owners and plan participants – and to provide perspectives on proposed and current legislation.
In order to participate in the NAPA DC Fly-In Forum, delegates were required to be a NAPA member; to be responsible for $100M+ in plan assets, 10+ plans and 2,000+ participants; and to have at least five years of experience servicing retirement plans.
The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. NAPA is part of the American Retirement Association. The American Retirement Association, based in the Washington, D.C. area, is a non-profit professional organization established to educate all types of retirement plan professionals, and to preserve and enhance the employer-based retirement plan system as part of the development of a cohesive and coherent national retirement income policy.
More information about NAPA is available at napa-net.org.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Global Retirement Partners (GRP), a registered investment advisor and separate entity from LPL Financial.
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.
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 above, by clicking the 'play' icon in the middle of the screen, or click here to view: https://youtu.be/De7xkOvkWEE
Why did you start 401k Plan Professionals? One minute with Jessica Ballin
Jessica Ballin shares her passion for helping people and why she started 401k Plan Professionals.
You can watch the embedded youtube video above, by clicking the 'play' icon in the middle of the screen, or click here to view: https://www.youtube.com/watch?v=ZIpa7PI_WPI&
VIDEO: Feed My Starving Children Volunteer Event x 401k Plan Professionals
Pictured: Jenna Witherbee, Jessica Ballin, Kristen Karlin, Gina Buchholz and Reilly Lee
Above is a short, fun video documenting our team's morning at Feed My Starving Children. You can watch it here or visit this link if you'd like to see: https://www.youtube.com/watch?v=qFJ0sLxnENI
For more information about the FMSC organization, visit their website here: https://www.fmsc.org/en