We’re excited to share that Lindsay Luketic and Lisa Pettis have been named MVPs in the 2024 NAPA Top Women of Excellence awards. This recognition showcases their success as relationship managers, who help build strong client relationships and ensure retention in company retirement planning.
The NAPA accolade highlights those who make impactful contributions to retirement plan advising and administration and acknowledges the women who are advancing the industry and breaking new ground.
To watch Lindsay’s latest 401(k)ompass episode, Avoid Costly Missteps in Your 401(k) Plan Administration, click here.
To watch Lisa’s latest 401(k)ompass episode, Overcome 401(k) Challenges with Experienced Guidance, click here.
Disclosures:
Nominees for the 2024 list of NAPA Top Women of Excellence are asked to respond to a series of questions, both quantitative and qualitative, about their experience and practice, accomplishments, contributions to the industry, the state of workplace retirement plans, and how they give back. A panel of judges reviewed and scored the questionnaires over several weeks and selected awarded. The MVP category is for Non-producing licensed relationship managers primarily focused on managing relationships and the retention of clients. This award should not be construed as an endorsement of the financial professional by any client nor are they representative of any one client’s evaluation.
