401(k) Specialist Issue 4 - 2019 - 22
By John Sullivan
I
t's been a great year for our " Top Advisor by Participant
Outcomes " recognition program. The caring,
creativity, passion and enthusiasm the monthly TAPOs
display truly serve the best interest of their clients,
while raising the bar for the industry as a whole. They're
making an impact on the clients and communities they
serve, and we're honored to feature the final group of
monthly selections for 2019.
We're highlighting their strategies and service
models with the help of TAPO's 2019 sponsor, an
organization we admire and are thrilled to have as our
partner-J.P. Morgan Asset Management.
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. "
This year's panel of distinguished TAPO judges are
also featured in the following pages. Some you'll recognize,
and immediately see from their profiles why
they were chosen to aid in the selection process.
We look forward to next year, and hearing about
how innovative professionals are solving for successful
outcomes with clients. We're therefore 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.
David
Griffin
(November)
Jerry
Lynch
(December)
Donna
MacFarland
(Judge)
Mary Kay
Leydon
(Judge)
Jamie
DeRubertis
(Judge)
James
Liberi
(Judge)
Ian
Sheridan
(Judge)
22
ISSUE 4 2019 | 401kSpecialist.com
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401(k) Specialist Issue 4 - 2019
Table of Contents for the Digital Edition of 401(k) Specialist Issue 4 - 2019
Table of Contents
401(k) Specialist Issue 4 - 2019 - Cover1
401(k) Specialist Issue 4 - 2019 - Table of Contents
401(k) Specialist Issue 4 - 2019 - 1
401(k) Specialist Issue 4 - 2019 - 2
401(k) Specialist Issue 4 - 2019 - 3
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401(k) Specialist Issue 4 - 2019 - Cover3
401(k) Specialist Issue 4 - 2019 - Cover4
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