Jessica Ballin
Principal/Financial Advisor at 401k Plan Professionals
- Role
- Financial Advisor at 401k Plan Professionals
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Jessica Ballin
I am the Principal of 401k Plan Professionals. We are a local, women-owned independent consulting firm with 100% focus on company sponsored retirement plans. 401k Plan Professionals helps plan sponsors and their employees pursue retirement readiness by providing fiduciary support, comprehensive education, plan design assistance, and investment monitoring. I enjoy spending my workdays strategizing with plan committees, educating plan participants, and collaborating with my talented and fun team.In 2023, our team won Plan Adviser of the Year in the Plan Participant Service category, presented by PLANADVISER. We have also had plan sponsor clients be both finalists (2021 and 2022) and a winner (2023) for Plan Sponsor of the Year, presented by PLANSPONSOR.From 20••••25, our team has been named to the Top DC Advisor Team list by NAPA. We are also a PLANADVISER Top Retirement Plan Adviser Team in 2024 and 2025. I am honored to have personally been named to the National Association for Plan Advisors (NAPA) list of Top Women Advisors from 20••••25. I am also a member of the Retirement Advisor Council.I have been a retirement planning specialist for 25 years. I obtained my Series 7 and 66 registrations in and am an Accredited Investment Fiduciary (AIF) designee. I also am an Investment Advisor Rep. with Global Retirement Partners. Please reach out if you\'d like to connect. Compliance Disclosures: Securities offered through LPL Financial. Member FINRA/SIPC: For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment advice and fiduciary services offered through Global Retirement Partners (GRP), a registered investment advisor. GRP and 401(k) Plan Professionals are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Experience
Financial Advisor
Jan 2007 — Present
My team and I are dedicated to plan participant education and plan committee guidance in the retirement plan space. We are 100% focused on company retirement plans and serve as investment fiduciaries to both 401k and 403b plan types. To see some recent examples of the virtual education we provide to our clients, please see the files included below.
Education
UMN Carlson School of Management
Finance, Finance
1996 — 2000
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