2018 PLANSPONSOR Retirement Plan Adviser of the Year
The 2018 PLANSPONSOR Retirement Plan Adviser of the Year finalists have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants.
What makes a great retirement plan adviser? As the 2018 PLANSPONSOR Retirement Plan Adviser of the Year finalists and winners so successfully prove, the great professionals in this field have a commitment to driving excellent retirement plan design and outcomes for their plan sponsor clients and participants.
Like every other year, to qualify as a finalist, advisers had to meet minimum criteria. This year, it was to: have a significant majority of business revenue derived from employer-sponsored retirement plans; serve as a fiduciary; have regular service delivery and client contact; be committed to fee-based compensation; and use specific outcome-based metrics of plan success with clients, with recognized client progress toward those metrics.
That minimum is just the beginning, however. The advisers who rise to the top in this awards program are always growing, always finding new ways to do things—evolving their approach to explore what will best help their clients improve Americans’ retirement readiness.
Art by JooHee Yoon
Individual
Our judges look for advisers that represent the best service to plan sponsors and their participants. This 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.
Small Team
Our judges look for advisers that represent the best service to plan sponsors and their participants. This 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.
-
WINNER
Large Team
Our judges look for advisers that represent the best service to plan sponsors and their participants. This 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.
-
WINNER
-
FINALISTS
Mega Team
Our judges look for advisers that represent the best service to plan sponsors and their participants. This 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.
-
WINNER
-
FINALISTS