Orlando, FL -- (ReleaseWire) -- 04/01/2015 -- Jason Chepenik, managing partner of Winter Park-based Chepenik Financial, has been named a top six finalist for PLANSPONSOR's Retirement Plan Adviser of the Year award. The firm's client, Massey Services, is a finalist for PLANADVISER's Plan Sponsor of the Year award.

"As honored as I am to be among the top six advisors, having our client up for an award means even more," Chepenik said, "It means that we're doing what we promised developing great retirement plans that meet our clients' goals."

Retirement Plan Adviser of the Year and Plan Sponsor of the Year are two of the Awards of Excellence granted annually by PLANSPONSOR and PLANADVISER to recognize the accomplishments of the industry's leading retirement plan sponsors, advisers and industry providers. The winners of both awards will be announced at the annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner on March 31.

The Retirement Plan Adviser of the Year award, for which Chepenik is the only Florida-based finalist, honors advisers who maintain high standards of excellence in enabling plan participants to achieve a fulfilling retirement. While this is the first year that Chepenik has made the Top 6, he was named one of PLANSPONSOR's Top 100 Retirement Plan Advisers in 2015 and 2014.

In addition to achieving plan excellence for his clients, Chepenik is committed to promoting financial wellness throughout his community. He led the launch of the 4.01K Race for Financial Fitness, the state's first 4.01K, which has raised over $34,000 for the Junior Achievement of Central Florida to date. And, he is currently spearheading a bill that will require financial advisors to donate a few hours of financial literacy education in order to maintain their state certification.

About Chepenik Financial
Since 1973, this family-owned financial services firm has been helping clients develop the resources they need to live healthier, happier, more fulfilling lives. Chepenik Financial offers corporate retirement plans, health and wellness plans, and wealth management services for individuals, companies and nonprofit organizations.

For more information, visit: http://www.chepenikfinancial.com/

Securities are offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Resource Investment Advisors, Inc., a registered investment advisor. Chepenik Financial and Resources Investment Advisors, Inc., are separate entities from LPL Financial.

About PLANSPONSOR
PLANSPONSOR, with its reputation for editorial integrity, objectivity, and leadership, is the trusted information and solutions resource for America's retirement benefits decision-makers. With its powerful array of customer-driven marketing programs, PLANSPONSOR offers industry providers an unparalleled ability to reach this influential audience. With all of the changes within the retirement industry, plan sponsors and advisers rely on PLANSPONSOR magazine to help them stay informed of crucial issues and important new innovative solutions.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Race Proceeds To Benefit Junior Achievement of Central Florida

Orlando, FL -- (ReleaseWire) -- 03/11/2015 -- On April 1, 2015, retirement consultation firm, Chepenik Financial, will host the 4.01K Race for Financial Fitness, the state's first-ever 4.01K race.

Participants will set off from Lake Baldwin in Baldwin Park, Orlando at precisely 4:01 PM. Race proceeds will benefit Junior Achievement of Central Florida, a non-profit organization that provides financial literacy education to students in grades K-12. Chepenik Financial firm has set an ambitious goal of raising $10,000 to support the organization's efforts.

"We believe it's never too early to become financially literate," said managing partner, Jason Chepenik. "Even a second grader can learn how to better manage their tooth fairy money."

Kathy Panter, president of the Central Florida chapter of JA, agrees that starting education early is essential. "We help kids develop financial skills that they will use for the rest of their lives," she said. "Chepenik Financial has been a wonderful partner in our mission."

In addition to Chepenik Financial, a number of corporate sponsors have signed on to support the 4.01K Race for Financial Fitness including LearnVest, CNL Financial Group, InCharge Debt Solutions, BB&T Bank, Legg Mason, and Walt Disney Imagineering. Sponsorships are still available at multiple levels. For sponsorship information, call 407-270-4976 or email Shelley Warticki at swarticki@jacentralfl.org.

The 4.01K Race for Financial Fitness reflects Chepenik Financial's long-standing commitment to creating a more fiscally fit community. The firm is also involved in a number of other financial literacy initiatives, including spearheading a bill that will require financial advisors to donate a few hours of financial literacy education in order to maintain their state certification.

For more information, visit 401Krace.com.

About Chepenik Financial
Since 1973, this family-owned financial services firm has been helping clients develop the resources they need to live healthier, happier, more fulfilling lives. Chepenik Financial offers corporate retirement plan consulting, including 401(k) planning, health and wellness plans, and wealth management services for individuals, companies and nonprofit organizations. Securities are offered through LPL Financial, Member FINRA/SIPC.

Investment advice is offered through Independent Financial Partners (IFP), a registered investment advisor. IFP and Chepenik Financial are separate entities from LPL Financial.

For more information, visit: http://www.chepenikfinancial.com

About Junior Achievement of Central Florida (JA)
Junior Achievement of Central Florida (JA) empowers young people to own their economic success, plan for their future and make smart academic and economic choices. Through volunteer-delivered K-12 programs, JA prepares all graduating students in Central Florida to be financially literate; grounded in free enterprise, leadership and entrepreneurial principles; and ready for the workforce.

Junior Achievement of Central Florida, LPL Financial, IFP and Chepenik Financial are separate entities. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Financial Partners (IFP), a registered investment advisor. IFP and Chepenik Financial are separate entities from LPL Financial.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Florida Firm Chepenik Financial Expands Services in Southeast Region

Winter Park, FL -- (ReleaseWire) -- 02/25/2015 -- Nationally recognized financial advisor Krystle Kaufman has joined Winter Park firm Chepenik Financial as Vice President, Retirement Plan Consulting, Southeast. With nearly a decade of experience in financial services, Kaufman specializes in qualified retirement plans and individual wealth management. She will be instrumental in helping regional businesses effectively administer and manage their retirement plans.

A second-generation financial advisor, Kaufman began working in financial services even before completing her undergraduate degree. She was drawn to the field for the opportunity to help people and have a profound impact on their lives.

"I help my clients design the best retirement plan for their business, then help their employees make the most of that plan," Kaufman said. "Helping people pursue their goals never gets old."

Kaufman comes to Chepenik Financial with a strong background of plan management. As a Retirement Plan Specialist for a Florida-based financial services firm, she helped to increase participation and deferral rates, potentially earning the trust and respect of her clients, many of whom have retained her as their advisor for years. Today, Kaufman has managed more than $230 Million in qualified retirement plan assets over her career. But she brings more than big numbers to the Chepenik Financial team.

"I could tell right away that Krystle loves what she does," said Jason Chepenik, the firm's managing partner. "That passion really makes her stand out."

The business world has also taken notice. In 2014, Kaufman was named a VIP Featured Woman of the Year for the National Association of Professional Women (NAPW).

Kaufman holds a Series 7, Series 66, registrations held with LPL Financial and Life and Health 2?15 Insurance License. She is a Business Partner with the Association of Legal Administrators (ALA) of South Florida, a member of the Financial Services Institute and serves on the Leadership Committee for BNI Extreme of Broward County. She holds a Master of Business Administration (MBA) in Financial Planning from Florida Atlantic University and an undergraduate degree from the University of Florida.

About Chepenik Financial
Since 1973, this family-owned financial services firm has been helping clients develop the resources they need to live healthier, happier, more fulfilling lives. Chepenik Financial offers corporate retirement plans, health and wellness plans, and wealth management services for individuals, companies and non-profits organizations.

For more information, visit: http://www.chepenikfinancial.com

Securities are offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Resource Investment Advisors, Inc., a registered investment advisor. Chepenik Financial and Resources Investment Advisors, Inc., are separate entities from LPL Financial.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Eighteen-Year Financial Services Veteran Rhonda Markus to Expand Client Support and Services for Winter Park Financial Services Firm

Orlando, FL -- (ReleaseWire) -- 10/23/2014 -- Rhonda Markus, an eighteen-year veteran of the retirement services and financial services industry, has joined Winter Park firm Chepenik Financial as the new Senior Relationship Manager.

She serves as the primary day-to-day contact for the firm's corporate plan sponsors and their employees. Her responsibilities include developing strategies to promote retirement plan enrollment and helping plan participants understand their plan features.

"I make sure that everyone gets as much as they can out of their retirement plan," said Markus. "It has to be cost- and operationally efficient for our clients. And, it has to position participants to achieve their end goal: the ability to retire with confidence."

Prior to joining Chepenik Financial, Markus served as Vice President and Client Manager for SunTrust's Florida employee benefit solutions division. Her background also includes financial recordkeeping, compliance, plan conversions and investment experience as a financial advisor. According to managing partner, Jason Chepenik, "It's not just her expertise, but her exceptional service skills that make Rhonda a perfect fit for Chepenik Financial."

Markus holds a number of professional designations, including the Qualified 401(k) Administrator (QKA) and Accredited Asset Management Specialist.

About Chepenik Financial
Since 1973, this family-owned financial services firm has been helping clients develop the resources they need to live healthier, happier, more fulfilling lives. Chepenik Financial offers corporate retirement plans, health and wellness plans, and wealth management services for individuals, companies and non-profits organizations.

For more information, visit: www.chepenikfinancial.com

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Financial Partners (IFP), a registered investment advisor. IFP and Chepenik Financial are separate entities from LPL Financial.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm