Todd Tevens Named To National Association of Plan Advisors Top 50 Retirement Plan Advisors Under 40
Todd Tevens, a Retirement Plan Advisor in Buffalo with Lawley Courier Advisors, was named to the Top 50 Retirement Plan Advisors Under 40 Years Old List from the National Association of Plan Advisors (NAPA). NAPA is a sister organization of the American Society of Pension Professionals and Actuaries (ASPPA).
Tevens joined Lawley Courier Advisors in 2013, and brings over 12 years of experience in the retirement plan industry with both large and small clients, working with companies to develop fiduciary risk management employee financial wellness programs and more.
“I am proud of the accomplishments Todd has made in an already promising career, and the honor of being recognized on this prestigious list is well deserved,” stated Jamie Rehak, Managing Partner of Lawley Courier Advisors.
NAPA’s “Top 50 Advisors Under 40” list includes financial plan advisors who have built a solid practice – either individually or as a team member – and are dedicated to trying to take their defined-contribution and 401(k) plans to the next level. Nominations were solicited by NAPA members, and winners were chosen based on criteria that includes: current and new defined contribution assets under management (“AUM”), defined-contribution plans for the past 12 to 24 months, and votes from NAPA members. To view the full Top 50 list, click here.
About National Association of Plan Advisors
The National Association of Plan Advisors, a sister organization of the American Society of Pension Professionals & Actuaries (ASPPA), was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors.
While the financial services industry is well represented in Washington by a number of trade associations that weigh in on issues affecting advisors, NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. This exclusive focus is what sets NAPA apart. To learn more, visit napa-net.org.
About Lawley Courier Advisors
Lawley Courier Advisors, the retirement plan branch of Lawley Insurance, was founded in 1967. Lawley Courier provides a diverse menu of investment choices while experiencing cost savings in plan administration fees. Lawley Courier is headquartered in Buffalo, NY. To find out more, visit lawleycourier.com.
Disclosure: Lawley-Courier Advisors, LLC (“LCA”) is a registered investment adviser with the Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. The information herein has been provided for informational purposes only, and is not intended to serve as investment advice or as a recommendation for the purchase or sale of any security. All investments involve risk, including loss of principal invested. Past performance does not guarantee future performance. LCA is not affiliated with The National Association of Plan Advisors.
