Retirement Resources Wins 2015 NAPA 401(k) Advisor Leadership Award

DRESHER, Pa. - May 15, 2015 - PRLog -- Dresher, Pennsylvania—Ascensus, the nation’s largest independent retirement plan and college savings services provider, congratulates the Retirement Resources financial advisory team on their recent receipt of the 2015 NAPA 401(k) Advisor Leadership Award.

Represented by Jim Phillips and Patrick McGinn, CFA, the advisory team at Retirement Resources has had a working relationship with Ascensus for over 13 years. Phillips, Retirement Resources’ president, and McGinn, the firm’s vice president, received the award during a general session of the NAPA 401(k) Summit in San Diego March 23.

According to NAPA, “the 401(k) Advisor Leadership Award recognizes a leading financial advisor or team for contributions that exemplify leadership, experience, and expertise in the retirement plan industry.” It “reflects the multi-faceted efforts of advisors to serve their clients (plan sponsors and participants), act as a mentor, maintain high ethical standards, and consistently improve their practices and services in the retirement industry.”

Retirement Resources utilizes a “mission-based” approach to plan management as a means to focus its clients on identifying specific success measurements and deliberate actions to be taken in support of promoting plan participation, raising contribution rates, and increasing participants’ plan asset diversification.

The firm’s advisory team has a documented record of improving the retirement security of the employee populations under its care, and Ascensus applauds their continued success. Both Phillips and McGinn serve on Ascensus’ Advisor Council, and have collaborated with Ascensus on the development of a number of important retirement plan innovations over the years.

Phillips, a 35-year veteran of the investment industry, has been focused in the area of qualified retirement plans since 1995. He is a RetireMentor on MarketWatch.com, has been quoted in Investment News, Reuters, Institutional Investor, and he has been interviewed on FOX Business News. Phillips’ work has been acknowledged with multiple Signature Awards from the Plan Sponsor Council of America (PSCA), and he was named to the 2012 and 2013 list of Top 100 Retirement Plan Advisers by PLANADVISER. Phillips has been a frequent speaker at national conferences, including SPARK, ASPPA, AAO and the PLANSPONSOR and PLANADVISER National Conferences.

McGinn has been in the securities industry since 1993 and with Retirement Resources since 1994. He is a member of the CFA Institute and the Boston Security Analyst Society. He has also been named to the 2012 and 2013 list of Top 100 Retirement Plan Advisors by PLANADVISER and serves, with Phillips, as the advisor to the 2011 non-profit Plan Sponsor of the Year as designated by PLANSPONSOR Magazine.

About Ascensus

Ascensus is the largest independent retirement and college savings services provider in the United States, helping over 6 million Americans save for the future. With more than 30 years of experience, the firm partners with financial institutions to offer tailored solutions that meet the needs of financial professionals, employers, and individuals. Ascensus specializes in recordkeeping, administrative, and program management services, supporting over 40,000 retirement plans and 3 million 529 college savings accounts. It also administers more than 1.5 million IRAs and health savings accounts. For more information about Ascensus, visit www.ascensus.com

About Retirement Resources

Founded in 1990, Retirement Resources is an SEC registered Investment Advisor. The firm specializes in improving the success of 401(k), 403(b), profit sharing, and defined benefit retirement plans. They help employees retire with greater security, while helping employers manage workload, costs, and risk. They were early adopters of open investment architecture, managed account portfolios, full fee transparency, and the use of ERISA accounts. The firm values creative thinking, problem solving, strong relationships, hard work, and trust. Retirement Resources supports a variety of charitable causes. Retirement Resources follows a unique approach called the Retire With More® Process, a system of fiduciary best practices designed to promote a better retirement outcome for employees. For more information on the Retirement Resources advisory team, visit www.retirewithmore.com.