TMG Reflections

The purpose of our blog is to make you feel included and informed on a more personal level. We want to keep you up-to-date on industry and company news while giving you a glimpse inside The Meltzer Group. Our blog posts may range from helpful tips, to breaking industry news, important information and reminders, random musings, expert opinions, and even some gratuitous employee shout-outs. From time to time we’ll have various employees writing blog posts as a way for you to become familiar with them. We promise to check the industry jargon at the door.



Mar, 08 2017

Michael Down named a Top Retirement Plan Advisor by NAPA

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Michael Down - Retirement Plan Sales ConsultantMichael Down, a Retirement Plan Sales Consultant within The Meltzer Group’s Retirement Plan Services Division, has been named a 2017 Top Retirement Plan Advisor Under 40 by the National Association of Plan Advisors (NAPA). Down is one of only 75 advisors from across the country to receive the distinction, out of more than 500 nominees.

Established in 2014, nominees for the list were provided by NAPA broker-dealer/RIA Firm Partners, vetted by a blue ribbon panel of senior advisory industry experts based on a combination of quantitative and qualitative data submitted by the nominees, and voted on by thousands in the retirement plan industry. These “Young Guns” are widely seen as the future leaders of the retirement plan advisor industry.

“This honor is well-deserved for Mike,” explained Andrew Prevost, President of Meltzer Retirement Plan Services. “During his time at The Meltzer Group, Mike has established himself as someone who is extremely knowledgeable, diligent and proactive, with a keen eye on taking care of his clients. We’re proud to have Mike as a member of our team and this is just one of many accomplishments Mike will earn throughout his career in this industry.”

Down has been a member of The Meltzer Group since 2007. His responsibilities range from business development, to client education, to investment direction at the corporate retirement plan level. He works with Plan sponsors to establish corporate retirement plans and enhance existing plans based on the changing needs of clients’ employees.

The Top Retirement Plan Advisors Under 40 will be featured in the Summer issue of NAPA Net the Magazine, and acknowledged at the 2017 NAPA 401(k) Summit in Las Vegas, Nevada, March 19-21.

A full list of award winners can be viewed here.