We are proud to recognize Karie O’Connor, CIMA®, AIFA®, AIF®, CPFA®, QKA®, NQPA®, for being named a 2025 NAPA Top Women of Excellence honoree.
Presented annually by the National Association of Plan Advisors (NAPA), this distinction celebrates women who are making meaningful, lasting contributions to the retirement plan industry. Honorees are recognized for their leadership, expertise, advocacy, and commitment to improving outcomes for retirement plan sponsors and participants nationwide.
Recognized as a Leader Among “Captains”
Karie was selected in the “Captains” category, which highlights professionals who demonstrate strong leadership, foster growth and innovation, and influence positive change within their organizations and across the industry. This recognition reflects not only Karie’s technical expertise but also her broader impact on advisors, clients, and partners who rely on thoughtful guidance in an increasingly complex retirement landscape.
Karie’s Perspective on the Honor
“I’m honored to be recognized by the National Association of Plan Advisors (NAPA) as a 2025 Woman of Excellence,” shared Karie. “Moments like this remind me how many dedicated professionals in our field work tirelessly every day to build stronger retirement futures across America. From advisors and consultants to recordkeepers, analysts, administrators, and the institutional partners behind the scenes, your dedication helps millions of individuals plan, save, and retire with confidence.
“I’m grateful to NAPA and the American Retirement Association (ARA) for their continued leadership in advancing our profession and celebrating those passionate about improving outcomes for others. Here’s to the women leading, lifting, and shaping the future of retirement one plan, one participant, and one conversation at a time.”
A Leader Committed to Improving Retirement Outcomes
Karie’s leadership and commitment to excellence continue to elevate the work we do and raise the standards of service across the retirement industry. Her drive to support plan sponsors, empower participants, and champion best practices makes her an invaluable member of our team and a powerful advocate for financial well-being.
Please join us in congratulating Karie on this outstanding achievement and in celebrating the positive impact she brings to our clients, our firm, and the industry at large.
Disclosure:
No compensation was paid to be considered for this recognition. Nominees were asked to respond to a series of quantitative and qualitative questions about their experience. This recognition is not an indication of future performance or based on client experience