Named to NAPA’s 2017 Top Plan Advisors Under 40 list

I’m very pleased to announce that two members of Fidelis Fiduciary Management, David M. Montgomery, President & Co-Founder, and Ronald A. Letaw, Senior Fiduciary Consultant, have been named by the National Association of Plan Advisors (NAPA) to their 2017 Young Guns, Top Plan Advisors Under 40 list!

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. 

“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.”

The Top Retirement Plan Advisors Under 40 will be featured in the Summer issue of NAPA Net the magazine, and honored at the 2017 NAPA 401(k) Summit.

Thanks to all who participated in the nomination and voting process, and congratulations to all of this year’s Top 75 Under 40!

Sincerely, 


W. Michael Montgomery, CPFA®, AIF®, C(k)P, TGPC, CFS, CLU
Chief Executive Officer
Fidelis Fiduciary Management