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PLANSPONSOR Retirement Plan Advisers of the Year |
The 2017 PLANSPONSOR Retirement Plan Advisers of the Year—the finalists and the winners—give us advisory practices that have demonstrated an unfailing commitment to helping plan sponsors meet their fiduciary responsibilities and to assisting plan participants sufficiently prepare for retirement.
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Adviser Choice Awards |
The Adviser Choice Awards recognize retirement specialist advisers’ most favored investment and recordkeeping providers.
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Meet the 2017 PLANADVISER Top 100 |
To become eligible for this quantitative listing, advisers must complete the annual PLANADVISER Retirement Plan Adviser Survey, fielded each September. As we did last year, instead of having advisers select a category in which to compete—with the potential for gaming the system—we defined categories by the number of advisers and number of total employees, including support staff, in one’s practice.
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Service Star Individual and Team Winners |
In 2015, PLANSPONSOR introduced a new awards program: the PLANSPONSOR Service Stars. The awards recognize retirement plan account representatives and relationship managers who, in the words of their plan sponsor clients, have demonstrated truly exemplary service over the past year.
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Best in Class 401(k) Plans |
Best in Class plans were identified by way of a proprietary system that weighted usage/implementation of more than 30 criteria related to plan design, oversight/governance and participant outcomes.
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PLANSPONSOR Plan Sponsor of the Year Winners |
The Plan Sponsor of the Year annual award program recognizes retirement plan sponsors that show a commitment to their participants’ financial health and retirement success.
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