LUTZ BUSINESS INSIGHTS

 

chris wagner awarded napa’s 2021 top retirement plan advisors under 40

Lutz, a Nebraska-based business solutions firm, is excited to announce that Chris Wagner, Investment Adviser at Lutz Financial, has been selected as one of the National Association of Plan Advisors (NAPA)[1] 2021 Top Retirement Plan Advisors Under 40![2]

The NAPA Top Retirement Plan Advisors Under 40 award, nicknamed the “Aces,” was established in 2014. Since then, it has grown to become a standard-setting industry list. The recipients of this award are widely viewed as the future leaders in the retirement plan advisor industry.[3]

This year, NAPA received a record number of nominations, more than 600, designated by the NAPA Broker-Dealer/RIA Firm Partners. Each candidate was vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review.[4]

“We are proud to congratulate Chris on this outstanding achievement! Chris’s leadership, along with the growth and success of our Retirement Plan Services department at Lutz Financial, have been driving factors in achieving this award. This recognition is a testament to the value of his expertise and the work he does. We are grateful to have Chris as part of our team and applaud this well-deserved accomplishment,” said Jim Boulay, Investment Adviser and Managing Member of Lutz Financial.

View the full list of Top Retirement Plan Advisors Under 40 at https://www.napa-net.org/2021-aces-top-100-retirement-plan-advisors-under-40.

Learn more about Lutz’s Retirement Plan Services by visiting https://www.lutz.us/services/lutzfinancial /retirement-plan-services/.

 

[1] The National Association of Plan Advisors is a non-profit professional society and an affiliate organization of the American Retirement Association created by and for retirement plan advisors.  Read more about what differentiates NAPA from other trade associates here: https://www.napa-net.org/about-us.

[2] Established in 2014, the NAPA Top Retirement Plan Advisors Under 40 (unofficially, “young guns”) list, rebranded “ACES”, “is based upon applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners”.  See, https://www.napa-net.org/2021-aces-top-100-retirement-plan-advisors-under-40

[3] https://www.napa-net.org/2021-aces-top-100-retirement-plan-advisors-under-40

[4] https://www.napa-net.org/2021-aces-top-100-retirement-plan-advisors-under-40

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