The National Association of Plan Advisors (NAPA) released the list of its Top DC Advisor Teams for 2022 and Benefit Financial Services Group (BFSG Institutional Services) is pleased to announce we are among the nation’s leading retirement plan advisor firms. The National Association of Plan Advisors (NAPA) Top DC Advisor Teams listing focuses on teams, broadly defined as being in a single...
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Financial Resources & News
Chad Noorani Selected as one of NAPA’s 2023 “Aces”
Congratulations Chad Noorani, QKA for being selected again to NAPA’s 2023 “Aces”: Top 100 Retirement Plan Advisors Under 40. Established in 2014, the list of "Aces" - our Top Young Retirement Plan Advisors - is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners, vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and...
TINA SCHACKMAN – SELECTED AS ONE OF NAPA’S TOP WOMEN ADVISORS (2022)
Congrats to Tina Schackman, CFA®, CFP® for her selection as one of NAPA’s top women advisors for 2022! She’s been named to the “Captain” category – All-stars who are principals of their organization. We are so proud of you Tina! Click here to view the Top Women Advisors: Captains (2022) NAPA list. This year, as in years past, nominees—more than 500 of them—were asked to respond to a series of...
Congratulations to Braden Priest for NAPA’s Top Retirement Plan Advisors Under 40
We are so proud of Braden Priest, CFA® for being nominated to NAPA’s 2023 “Top 100 Retirement Plan Advisors Under 40”. Vote for Braden Priest here. Established in 2014, the list of "Aces" - our Top Young Retirement Plan Advisors - is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners, vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of...
Congratulations to Chad Noorani for NAPA’s Top Retirement Plan Advisors Under 40
We are so proud of Chad Noorani, QKA for being nominated to NAPA’s 2023 “Top 100 Retirement Plan Advisors Under 40”. Vote for Chad Noorani here. Established in 2014, the list of "Aces" - our Top Young Retirement Plan Advisors - is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners, vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of...
NAPA’s 2022 Top Young Retirement Plan Advisors
BFSG is pleased to announce the nominations of 3 of our own to NAPA’s 2022 Top Young Retirement Plan Advisors list. We are so proud of @Darren Stewart, @Chad Noorani, and @Braden Priest for their dedication to serving retirement plan fiduciaries and being part of our amazing team! Vote now by clicking here. Disclaimer: Awards and recognitions by unaffiliated rating services, companies, and/or...
2020 NAPA Top Women Advisors – Tina Schackman
Congratulations to BFSG’s @Tina Schackman for being named as an “All-Star” on the 2020 NAPA Top Women Advisors List! Disclaimer: Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Firm is engaged, or continues to be engaged,...
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