Skip to main content

Three Pensionmark Advisors Serve as Delegates to NAPA DC Fly-In Forum

PRESS RELEASE – FOR IMMEDIATE RELEASE

Contact: Renata Coimbra – Renata.Coimbra@Pensionmark.com

Kristen Deevy, Shelly Horwitz, and Michael Morris recently participated as delegates 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.  Deevy, Horwitz, and Morris, members of NAPA, were three of approximately 250 delegates selected to participate in the tenth annual NAPA DC Fly-In Forum, held July 26-27.

This year NAPA DC Fly-In Forum delegates heard from Senator Ben Cardin (D-MD), Senator John Barrasso (R-WY) and Senator Rob Portman (R-OH), each of which have been involved in introducing key retirement legislation this past year.  Additionally, Ali Khawar, who has been serving as Acting Assistant Secretary for the Employee Benefits Security Administration (EBSA) provided insights on issues ranging from the Labor Department’s perspective on a new fiduciary standard, to ESG considerations, to participant data.  Zeena Abdul-Rahman, Branch Chief, Investment Company Rulemaking Office, Division of Investment Management at U.S. Securities and Exchange Commission shared and helped contrast the work the SEC has done on ESG and reporting transparency, preceded by a special panel of Hill staffers for some “inside the Beltway” perspective, and a panel of expert ERISA litigators that outlined not only the current state of ERISA litigation but proactive steps that can help avoid it.

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.

 

About the National Association of Plan Advisors

The National Association of Plan Advisors was created by and for retirement plan advisors. While membership is open to other retirement industry professionals who support the interests of plan advisors, NAPA – part of the American Retirement Association – is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. 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.

About Pensionmark Financial Group

The Pensionmark Financial Group network represents over 300 advisors and staff across 65 locations across the country with over 3,000 retirement plan clients. The Pensionmark network of retirement specialists includes defined contribution, defined benefit, terminal funding, not-for-profit, wealth management, and executive/deferred compensation specialists. As of December 31, 2021, the Pensionmark network of advisors and firms collectively provides support to over $86.0 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $27.1 billion.

Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).