401(k) Specialist Issue 3 - 2020 - 32

By John Sullivan
O
ur third group of " Top Advisor by Participant Outcomes " designees for 2020 continue
to demonstrate creativity, enthusiasm and genuine concern for the financial futures of
the plan sponsors and participants whom they serve. They act in the best interests of
their clients, while raising the bar for the industry as a whole. While unsurprising, it's nonetheless
inspiring that they do so during the COVID-19 pandemic, another testament that their techniques
(and business models) endure, and are there when needed most.
Simply put, they're making an impact on their clients and communities, and we're honored to
feature this next group of monthly selections.
We're highlighting their strategies and service models with the help of TAPO's 2020 sponsor, J.P.
Morgan Asset Management, an organization we admire and are thrilled to have as our partner.
The company's innovative " Let's Solve It " campaign is dedicated to assisting advisors with their
most pressing challenges. If you recognize a natural synergy with participant outcomes, you're not
alone, as it's one of the premier challenges with which 401(k) advisors (as well as sponsors and
participants) currently wrestle.
" Every day, we actively work to simplify, inform and empower better decisions, " J.P. Morgan
notes. " All to help build stronger portfolios and to help our clients achieve long-term success. "
We look forward to hearing about how innovative professionals are solving for successful outcomes
with clients. We're always looking for great entries and ideas.
To be considered for a feature in the magazine, on the website and in the running for our " Top
Advisor by Participant Outcomes " for the year, send nominations and/or submissions to John
Sullivan at jsullivan@401kSpecialist.com.
Douglas
Parker
(July)
Jania
Stout
(August)
Jake
Rushton
(September)
Eduardo
Gimenez
(October)
24
ISSUE 3 2020 | 401kSpecialist.com

http://www.401kSpecialist.com

401(k) Specialist Issue 3 - 2020

Table of Contents for the Digital Edition of 401(k) Specialist Issue 3 - 2020

Table of Contents
401(k) Specialist Issue 3 - 2020 - Cover1
401(k) Specialist Issue 3 - 2020 - Table of Contents
401(k) Specialist Issue 3 - 2020 - 1
401(k) Specialist Issue 3 - 2020 - 2
401(k) Specialist Issue 3 - 2020 - 3
401(k) Specialist Issue 3 - 2020 - 4
401(k) Specialist Issue 3 - 2020 - 5
401(k) Specialist Issue 3 - 2020 - 6
401(k) Specialist Issue 3 - 2020 - 7
401(k) Specialist Issue 3 - 2020 - 8
401(k) Specialist Issue 3 - 2020 - 9
401(k) Specialist Issue 3 - 2020 - 10
401(k) Specialist Issue 3 - 2020 - 11
401(k) Specialist Issue 3 - 2020 - 12
401(k) Specialist Issue 3 - 2020 - 13
401(k) Specialist Issue 3 - 2020 - 14
401(k) Specialist Issue 3 - 2020 - 15
401(k) Specialist Issue 3 - 2020 - 16
401(k) Specialist Issue 3 - 2020 - 17
401(k) Specialist Issue 3 - 2020 - 18
401(k) Specialist Issue 3 - 2020 - 19
401(k) Specialist Issue 3 - 2020 - 20
401(k) Specialist Issue 3 - 2020 - 21
401(k) Specialist Issue 3 - 2020 - 22
401(k) Specialist Issue 3 - 2020 - 23
401(k) Specialist Issue 3 - 2020 - 24
401(k) Specialist Issue 3 - 2020 - 25
401(k) Specialist Issue 3 - 2020 - 26
401(k) Specialist Issue 3 - 2020 - 27
401(k) Specialist Issue 3 - 2020 - 28
401(k) Specialist Issue 3 - 2020 - 29
401(k) Specialist Issue 3 - 2020 - 30
401(k) Specialist Issue 3 - 2020 - 31
401(k) Specialist Issue 3 - 2020 - 32
401(k) Specialist Issue 3 - 2020 - 33
401(k) Specialist Issue 3 - 2020 - 34
401(k) Specialist Issue 3 - 2020 - 35
401(k) Specialist Issue 3 - 2020 - 36
401(k) Specialist Issue 3 - 2020 - 37
401(k) Specialist Issue 3 - 2020 - 38
401(k) Specialist Issue 3 - 2020 - 39
401(k) Specialist Issue 3 - 2020 - 40
401(k) Specialist Issue 3 - 2020 - 41
401(k) Specialist Issue 3 - 2020 - 42
401(k) Specialist Issue 3 - 2020 - 43
401(k) Specialist Issue 3 - 2020 - 44
401(k) Specialist Issue 3 - 2020 - 45
401(k) Specialist Issue 3 - 2020 - 46
401(k) Specialist Issue 3 - 2020 - 47
401(k) Specialist Issue 3 - 2020 - 48
401(k) Specialist Issue 3 - 2020 - 49
401(k) Specialist Issue 3 - 2020 - 50
401(k) Specialist Issue 3 - 2020 - 51
401(k) Specialist Issue 3 - 2020 - 52
401(k) Specialist Issue 3 - 2020 - Cover3
401(k) Specialist Issue 3 - 2020 - Cover4
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-3-2024
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-2-2024
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-1-2024
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-3-2023
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-2-2023
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-1-2023
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-3-2022
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-2-2022
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-1-2022
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-4-2021
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-3-2021
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-2-2021
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-1-2021
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-4-2020
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-3-2020
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-2-2020
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-1-2020
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-4-2019
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-3-2019
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-2-2019
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-1-2019
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-3-2018
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-2-2018
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-1-2018
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-4-2017
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-3-2017
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-2-2017
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-1-2017
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-4-2016
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-3-2016
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-2-2016
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-1-2016
https://www.nxtbook.com/401kspecialist/401k/401k-specialist-issue-1-2015
https://www.nxtbookmedia.com