Saying NAPA’s Finest Retirement Plan Advisors Below 40 in 2021!


Today, the National Association of Plan Advisors is pleased to announce the 2021 Top Retirement Plan Advisors Under 40.

The list was created in 2014 and is based on nominations (nearly 700 this year) provided by NAPA Broker-Dealer / RIA Firm Partners and by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data were reviewed nominees as well as a broker check review.

Note that this award – officially the NAPA Top Retirement Plan Advisors under 40, but what we have long called our “Young Guns” – we renamed “Aces” last year.

Many of the people recognized here, who are considered to be one of the earliest industry-standard NAPA industry lists, have become the industry leaders that should help identify this recognition.

Featured in the spring issue of NAPA Net the Magazine and honored at the NAPA 401 (k) Summit 2021 from September 12-14 in Las Vegas, these top retirement advisors under 40 will be featured!

We thank everyone who participated in the nomination and voting process, the hundreds of nominees and our jury who selflessly invested their time and energy in making this year’s process another resounding success.

First of all, congratulations to this year’s Top Retirement Plan Advisors – and for all you have done and will continue to do for the many plans, plan sponsors, and plan participants you support.

The list of top retirement advisors under 40 can be found at

ps: The lists from previous years are online at

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