They’re here! The nominees have been sorted, and the list is made.
Announcing the National Association of Plan Advisors (NAPA) 2026 Top Retirement Plan Advisors Under 40 — NAPA’s “Aces.”
These young, dedicated retirement plan professionals go above and beyond, standing out for their leadership and success in raising the bar for the industry as a whole. They are the next generation of financial professionals to propel and expand retirement plans for millions of American workers.
As always, we’re proud to note that the Aces is one of the first of NAPA’s standard-setting industry lists, and many of the individuals recognized here have gone on to become the very industry leaders this recognition was designed to help identify.
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Established in 2014, the list draws from nominations (almost 650 this year) provided by NAPA Broker-Dealer/RIA Firm Partners, who are subsequently 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.
These Top Retirement Plan Advisors Under 40 will be honored in several ways — they’ll be featured in the Spring issue of NAPA Net the Magazine (NNTM) and acknowledged at the 2026 NAPA 401(k) Summit in Tampa, Fla., April 19-21, 2026, which is sure to be the best Summit yet.
Our thanks to all who participated in the nomination and voting process, the hundreds of nominees, and our panel of judges, who selflessly gave their time and energy to make this year’s process another resounding success. Your participation and engagement make it all worthwhile.
Most importantly, our heartiest congratulations to this year’s Top Retirement Plan Advisors—and for all you have done, and will continue to do, for the many plans, plan sponsors, and plan participants you support.
You can find the list of Top Retirement Plan Advisors Under 40 at: https://www.napa-net.org/industry-content/accolades-home/NAPA-Top-Retirement-Plan-Advisors-Under-40/2026-napa-aces/