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Jamie Kertis of Grinkmeyer Leonard Financial Honored on NAPA's 2017 Top Women Advisors List

Grinkmeyer Leonard Financial is thrilled to announce that its Strategic Retirement Plan Coordinator, Jamie Kertis, QKA, AIF®, CPFA, has been named to the National Association of Plan Advisors (NAPA) Top Women Advisors list for 2017.

As a strategic retirement plan coordinator, Jamie works with company presidents, CFOs, CEOs, and human resources professionals to design, implement, and manage a total benefit strategy including 401(k) plans and group health and welfare plans. She helps companies design retirement plans that not only represent the best interests of their employees, but also plans that attract and reward top level executives. Jamie serves as a liaison between company executives and product providers and assists with the implementation of committees, analyzes and recommends plan investments, and reviews plan operations. 

“I am so grateful to be honored for doing something that I love,” said Jamie. “I am passionate about working with corporate retirement plans to help American workers save for a meaningful retirement.” 

To read the full press release and learn more about this award, please click here.

(1) Not indicative of the investment advisor’s future performance. Your experience may vary. For more information, please visit www.napa-net.org.

(2) Nominations were made by NAPA broker/dealer and RIA partners. Honorees were selected by a panel of judges based on criteria such as a candidate’s percentage revenues derived from retirement plans, total plan assets under management/advisement, years of experience working with workplace retirement plans, regulatory compliance record, and credentials. Votes were used to break ties, if applicable. There were 201 qualified advisors considered for this award; 110 (55 percent of candidates) were named to the list. List makers were then separated into three different categories: All-Stars, Captains, and Rising Stars. The nominated advisor need not be a NAPA member. As defined by NAPA: All-Stars: top producers who have their own practices. 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’ experience with retirement plans as a financial advisor.

Grinkmeyer Leonard Financial Named as Top DC Advisor Teams with AUA Over $100 Million

Grinkmeyer Leonard Financial is honored to announce that it has been named as one of the 2017 Top DC Advisor Teams with Assets Under Advisement over $100 million* by the National Association of Plan Advisors (NAPA). The list, released in December, ranks firms based on assets under advisement. Grinkmeyer Leonard Financial is one of only three firms in Alabama to be recognized.

“We are thrilled to be recognized for this honor,” said Valerie Leonard, co-founder of Grinkmeyer Leonard Financial. “We remain focused on helping Americans plan, save, and invest wisely so that they can accomplish their life’s goals and create memories with the ones they love.”

*The 2017 NAPA Top DC Advisor Teams with AUA over $100 million list is a compilation of individual advisor firms, or teams, solely ranked by DC (Defined Contribution) assets under advisement. Firms were asked to complete an application and provide information concerning their DC business to NAPA. 325 qualified firms were considered of which 250 (77% of candidates) were recognized.

News Alert: Tax Cuts and Jobs Act of 2017 - What Taxpayers Need to Know

On December 20, 2017, the U.S. House of Representatives and U.S. Senate passed the Tax Cuts and Jobs Act of 2017 (the act or TCJA). The legislation makes significant changes to the Internal Revenue Code (IRC), including individual, corporate, and gift and estate taxation. The following piece highlights important changes affecting you and suggests potential strategies to employ prior to year-end.

Individual income tax changes
Although the act maintains seven tax brackets, these brackets will change. Please click here to review the changes to the tax brackets and for additional information that may impact you. 

Grinkmeyer Leonard Financial Named as 2017 Top DC Advisor Firm

Grinkmeyer Leonard Financial is honored to be named as of the 2017 Top DC Advisor Firms* by the National Association of Plan Advisors (NAPA), one of only three firms in Alabama to make the list.

Founded in 2014, NAPA's core purpose is to enhance retirement security in America. NAPA is an affiliate organization of the American Retirement Association and is the only advocacy group exclusively focused on issues that matter to retirement plan advisors.

To view the full list, please click here.

*The 2017 NAPA Top DC Advisor Firms list is a compilation of individual advisor firms, or teams, solely ranked by DC (defined contribution) assets under advisement. Firms were asked to complete an application and provide information concerning their DC business to NAPA. 325 qualified firms were considered of which 250 (77% of candidates) were recognized. This award is not indicative of the future performance of the firm or its advisors. Your experience may vary. For more information, please visit: www.napa-net.org.

Jamie Kertis of Grinkmeyer Leonard Financial Honored on the NAPA Top Retirement Plan Advisors Under 40 List

Grinkmeyer Leonard Financial is thrilled to announce that its Retirement Plan Consultant, Jamie Kertis, QKA, AIF®, CPFA, has been named to the National Association of Plan Advisors (NAPA) 2017 Top Retirement Plan Advisors Under 40 list. The list will be published in the summer 2017 issue of NAPA Net the Magazine, will be acknowledged at the 2017 NAPA 401(k) Summit, and is currently featured online.

"I am honored and humbled to be included in this prestigious group of professionals," says Jamie. "I believe it is the responsibility of the next generation of advisors to change the course of retirement plan savings; to put the focus back on the financial well-being of employees and to service and support plan sponsors."

To read the full press release, please click here

The NAPA Top Retirement Plan Advisors Under 40 list includes plan advisors who have built a solid practice-either alone or as part of a team-and are established leaders ready to take their defined contribution (DC) and 401(k) plans to the next level. Nominations were solicited by NAPA members. Nominees were asked to complete an application and winners were chosen based on criteria that include: current and new DC assets under management, DC plans for the past 12 and 24 months, DC/DB plan revenue. Votes were utilized to break ties, if applicable. The nominated advisor need not be a NAPA member. 309 advisors were considered for the award. 75 (24.3% of candidates) were recognized. This award is not indicative of the wealth manager's future performance. Your experience may vary. For more information, please visit: www.napa-net.org.   

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