2023-2024 National Association of Plan Advisors Top Women
2023-2024 PLANADVISER Top Retirement Plan Advisers
2017-2024 National Association of Plan Advisors Defined Contribution Top Team
2018 & 2017 PLANSPONSOR Retirement Plan Adviser Team of the Year
2013 401(k) American Society of Pension Professional & Actuaries/National Association of Plan Advisors Leadership Award
Addie Kane George, AIF®, CPFA™
Addie is VP for Plan Sponsor Consultants. Addie has been in that role since 2008, at the founding of Plan Sponsor Consultants. Among her other client-facing duties, Addie is responsible for maintaining the Fiduciary Investment Monitoring Report (FiRM) system and Fiduciary Education workshops. She has been an instructor at The Plan Sponsor University® and has spoken on Plan Sponsor Fiduciary responsibility, Financial Wellness and how to design your retirement plan to improve participant retirement outcomes.
Addie is a Certified Plan Fiduciary Advisor. She is active in the American Retirement Association and National Association of Plan Advisors. Addie was named to the NAPA Top Women List in the Captains Category from 2016-2019 and as an MVP in 2020. Addie is also an Accredited Investment Fiduciary.
Addie co-authored an article for the Journal of Pension Benefits in the Autumn 2016 edition titled “Financial Wellness: Impact on individuals, employees, and employers.”
Addie is a graduate of the Marist School in Atlanta and was a finance major at the University of Tennessee. She holds a series 7, Series 63, and Series 65 licenses.
