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Pensionmark Advisors Named as 2019 Delegates to NAPA DC Fly-In Forum


Contact: Renata Coimbra – (805) 456-7098 –

Washington D.C. – Kathy Branconier, Kristen Deevy, Shannon Main, and Michael Morris of Pensionmark Financial Group recently participated as delegates to the National Association of Plan Advisors’ (NAPA) annual D.C. Fly-In Forum, an exclusive gathering of the nation’s leading retirement plan advisors.

Delegates to the seventh annual NAPA DC Fly-In Forum met in the nation’s capital July 24-25 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.  Branconier, Deevy, Main and Morris members of NAPA, were four of approximately 200 national delegates selected to participate in the Forum.

This year, Forum delegates heard from House Ways & Means Chairman Richie Neal (D-Massachusetts) and long-time pension advocate Sen. Rob Portman (R-Ohio), both of which have recently introduced legislation that could dramatically impact retirement plans.

Delegates also heard from Jeanne Wilson, Principal Deputy Assistant Secretary with the Department of Labor’s Employee Benefits Security Administration, on the prospects for new developments on electronic disclosure, multiple employer plans and guidance on missing participants, as well as the prospects for a new federal fiduciary standard for retirement advisors.  Delegates also heard from industry experts on critical issues involving litigation trends, student debt impact on retirement savings and the “gig” economy.

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 daily 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.


About Pensionmark Financial Group

The Pensionmark Financial Group network represents over 250 advisors and staff across 65 locations across the country with approximately 3,000 retirement plan clients. The Pensionmark network of retirement specialists include defined contribution, defined benefit and terminal funding, not-for-profit, wealth management, and executive/deferred compensation specialists.

About NAPA

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.

About 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.