If you want to know where the retirement industry is headed in the future, just observe what Barbara Delaney is doing as founder and principal of StoneStreet Advisor Group in Pearl River, N.Y. Over more than 30 years working in financial services, EBAs Retirement Adviser of the Year has consistently been ahead of the curve when it comes to retirement plan design.
In the 1980s, she was among the first to offer 401(k) consulting services, in the 90s and early 2000s it was a focus on fiduciary duties. Today, Delaney is leading the charge again by integrating education on financial wellness into her practice.
