Connections That Count.

Welcome to WiPN, a forum where women in the retirement plan industry can create meaningful and lasting connections.  WiPN members freely share their experience and expertise and generously support one another’s professional and personal growth.

2019 WiPN Leadership Fellows Announced

Please join us in congratulating the 2019 WiPN Leadership Fellows. The following women will attend the 1 1/2 day Simmons Leadership Forum in 2020:

  • Carrie Ohm, Resources Investment Advisors
  • Kelli Davis, CSI Advisory Service
  • Karen Alvarado, New Aspect Financial Services

In addition, two members were selected to attend Women Leading Change, a 3 day program sponsored by the Institute for Women’s Leadership:

  • Lydia Jun, JP Morgan Securities
  • Victoria Carrigan, Nuveen

Thanks to all this year’s applicants!


Join us for unique opportunities to connect with and learn from one another through regional networking events and receptions at national industry conferences.



National Event: PSNC Wrap Around: Courageous Leadership – Women’s Executive Panel
D.C., Washington D.C.

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Teamwork & Tribe
Cleveland, OH

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Introduction to Mindfulness for Busy Professionals – Part 2

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We offer a mentoring program to help you look inside, identify a goal and leverage the power of WiPN’s more experienced members to propel your career forward.

Our Sponsors

WiPN is grateful for the support of our valued sponsors. They make our mission possible through their partnership.