2015 Retirement Plan Adviser of the Year Finalists
2015 PLANSPONSOR Retirement Plan Advisers of the Year finalists are men and
women, teams and nationwide firms who have demonstrated leadership and a commitment
to excellence for their retirement plan sponsor clients and participants.
award has grown since its launch in 2005, and now includes 18 finalists across
three categories. However, one thing remains the same: Our judges look for
advisers that represent the best service to plan sponsors and their
participants. Retirement Plan Advisers of the Year are not necessarily those
with the most plans or assets under advisement (AUA). They are advisers who are
doing their part to improve Americans’ retirement readiness.
year, to be eligible to be a finalist, advisers had to meet the following minimum
criteria: having a majority of business revenue derived from employer-sponsored
retirement plans, serving as a fiduciary, being committed to fee-based
compensation and using outcome-based metrics of plan success with clients.
pleased to showcase the very best practices from the nation’s very best
advisers, adviser teams and multioffice teams, who—by their example—help set new
standards for excellence in working with and advising workplace retirement