Our very own Craig Stanley – Lead Partner, Retirement Plan Consulting – has (once again) been named to the list of “Top Plan Advisors Under 40” in the U.S. for 2017! And, yes, he is still under 40 (not for long though)!
This is Craig’s 3rd year making this distinguished list, which is published by the National Association of Plan Advisors (NAPA). According to NAPA, “These ‘Young Guns’ are widely seen as the future leaders of the retirement plan advisor industry.”
Since joining Summit Group in 2007, it has been Craig’s mission to create a boutique retirement plan consulting practice that could provide the highest level of service and expertise, while also bringing clients a new and different perspective to their organization’s retirement plan. Over that time, Craig and his team, have accomplished just that — serving as a true advocate to numerous organizations across the Mid-Atlantic — in many cases doubling participation/deferral rates, simplifying investments, lowering fees, reducing fiduciary liability & administrative angst, and creating plans that everyone can be proud of.
Craig is passionate about evolving and modernizing the way retirement plans are constructed, distributed, and viewed by the public. By doing so, he believes we can accomplish greater access, participation and understanding of retirement plans among employees – directly impacting their retirement success.
“It is always an honor to be recognized for the hard work you put in each day,” says Craig. “But I am no one without my team and colleagues – they deserve just as much of this recognition.”
In addition to this honor, Craig was interviewed for the associated cover story in the Summer 2017 issue of NAPAnet Magazine. Click on the magazine cover below to read the article and see the entire list!
We are proud to recognize Craig’s achievement as a Top Retirement Plan Advisor Under 40 in the U.S. Please join us in congratulating him!
About the List
Established in 2014, the Top Retirement Plan Advisors Under 40 list is drawn from industry nominations, vetted by a blue ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data, and voted on by thousands of other advisors and service providers in the retirement plan industry. Nearly 23,000 votes were cast during the 2017 voting process.
