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2017 PLANADVISER Retirement Plan Adviser Survey |
You’ll have to wait until Tuesday to access the nomination forms for the Plan Adviser and Plan Sponsor of the Year Awards, but our 2017 PLANADVISER Retirement Plan Adviser Survey is already open. This is the survey from which we take the data underlying our Top 100 Retirement Plan Advisers award. In other words, if you don’t take this survey, you won’t be considered for the 2017 PLANADVISER Top 100 Retirement Plan Advisers! Survey deadline is September 9th, so don’t wait!
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2016 PLANSPONSOR Plan Adviser of the Year Winners and Finalists |
Since its launch in 2005, the award has grown and now includes 20 practices: 16 finalists and four winners across four categories (individual, small team, large team and mega team). Judges look for advisory practices that employ industry best practices across a number of areas, including the implementation of auto enrollment, auto escalation and reenrollment, especially at higher levels than the industry norms.
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2016 PLANSPONSOR Plan Sponsor of the Year Winners and Finalists |
The winners of the 2016 PLANSPONSOR Plan Sponsor of the Year awards show a commitment to their participant’s financial health and retirement success, and are leaders in their respective categories. All maintain best practices in plan administration, with outcomes for others to emulate.
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Understanding Our Adviser Awards |
Each year we field two primary awards programs to recognize the tremendous contributions of our adviser readers to solving retirement security issues in the United States and globally—the PLANADVISER Top 100 Retirement Plan Advisers and the PLANSPONSOR Retirement Plan Adviser of the Year. Each year we get many questions about the differences between the two awards—and how advisers can be considered.
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