Retirement Planology CEO Courtenay Shipley Named Top Women Advisor All-Star By The National Association of Plan Advisors for 2018

November 29, 2018 | National Association of Plan Advisors (NAPA)

ARLINGTON, VA – The National Association of Plan Advisors (NAPA) is pleased to announce its inaugural list of Top Women Advisors.

The Top Women Advisors accolade was launched in 2015 to acknowledge the contributions of a growing number of women who are making significant contributions to the retirement industry, as well as bringing excellence to the profession.

“We are pleased and proud to be able to once again acknowledge the fine and important work that these individuals have done to help provide a better retirement for their clients, employers and individual retirement savers alike,” said Nevin E. Adams, Chief Communications Officer of the American Retirement Association, and Editor-in-Chief of NAPA-Net. 

More than 500 nominations were provided by NAPA’s extensive list of broker-dealer and RIA Firm Partners.  Nominees were, in turn asked to respond to a series of quantitative and qualitative questions regarding their experience, education, team structure, accomplishments, and impact.  Those responses were anonymized and then reviewed by a blue-ribbon panel of industry experts who, over the course of several weeks, selected the individuals honored in three separate categories:

  • All-Stars: Top producers who have their own practice.

  • Captains: All-stars who happen to be principals, owners or team captains of their organizations.

  • Rising Stars: Top producers who have less than five years of experience with retirement plans as a financial advisor (some have been working with retirement plans longer, but not as a financial advisor).

The list of 2018 Top Women Advisors is available at https://www.napa-net.org/industry-lists/top-women-advisors/

About the National Association of Plan Advisors (NAPA)

The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA, part of the American Retirement Association, is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors.   The American Retirement Association, based in the Washington, D.C. area, is a non-profit professional organization established to educate all types of retirement plan professionals, and to preserve and enhance the employer-based retirement plan system as part of the development of a cohesive and coherent national retirement income policy. 

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