SAN FRANCISCO, March 2, 2017 /PRNewswire/ -- The National Association of Plan Advisors (NAPA) is pleased to acknowledge John Clark of Heffernan Retirement Services as one of NAPA's 2017 Top Retirement Plan Advisors Under 40.
Established in 2014, the list is drawn from nominations provided by NAPA Firm Partners, vetted by a blue ribbon committee of senior advisor industry experts based on a combination of quantitative and qualitative data, and voted on by thousands in the retirement plan industry. These "Young Guns" are widely seen as the future leaders of the retirement plan advisor industry.
John has been working in the corporate and non-profit retirement industry since his graduation from the University of Michigan in 2004. John has been dedicated to helping for-profit and non-profit organizations manage all aspects of their retirement programs including assistance with vendor evaluation, investment recommendations and monitoring, plan design, and employee education.
"In a vibrant and growing industry, this 'next generation' of retirement plan advisors has already made significant contributions," observes Nevin Adams, NAPA's Chief of Marketing & Communications, and editor-in-chief of NAPA-Net. "We are pleased to be able to acknowledge their contributions, as well as the firms that support their efforts."
"John Clark joined our company is 2008 and has been an impact player for our Retirement Services division since day one," said Mike Heffernan, President and CEO of Heffernan Insurance Brokers. "John joined the ranks of our employee owners in 2016 as his dedication to his clients and their employees have helped our Retirement Team strive to become a leader in the industry."
About Heffernan Retirement Services
Heffernan Retirement Services is a full service financial services firm, offering strategies for corporations, foundations and individuals. With a dedicated team focused solely on retirement plans, the group has over seventy-five years of combined experience in consulting and advisory services. The advisors of Heffernan Retirement Services serve $100 million in brokerage assets through LPL Financial and $2.2 billion in advisory assets through Global Retirement Partners for 130 clients (as of 12/31/16). Heffernan is also proud to be a founding member of Global Retirement Partners. For more information, visit heffgroupfs.com.
John Clark is a registered representative with, and securities and Retirement Plan Consulting Services are offered through, LPL Financial, a registered investment advisor, member FINRA/SIPC. Other advisory services offered through Global Retirement Partners, LLC, a registered investment advisor. Global Retirement Partners, LLC, Heffernan Retirement Services and Heffernan Insurance Brokers are separate non-affiliated entities from LPL Financial.
The 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, and is part of the American Retirement Association. The American Retirement Association, based in the Washington, D.C. area, is a non-profit professional organization established to empower retirement plan professionals who are dedicated to building a better retirement for Americans. More information about NAPA is available at napa-net.org. Additional information about the NAPA 401(k) Summit is available at www.napasummit.org.
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SOURCE Heffernan Retirement Services