2024 PLANADVISER Emerging Leaders

Recognizing the next generation of leaders in the retirement plan advisory industry.

The PLANADVISER Emerging Leaders recognition is given to those who have worked in the retirement plan advisory industry for at least three years, but no more than 10—whether the person focuses on advising, operations, client relations, data, participant education or some other piece of the business.

Nominations for Emerging Leaders open in May. PLANADVISER and its advisory board vet the nominees in June, and the list makers are announced in July. Anyone working with a person who has Emerging Leader qualities may nominate that person, and self-nomination is allowed. If a nomination comes from a colleague besides the firm’s senior adviser, we reach out to get the senior adviser’s endorsement.

The 2024 PLANADVISER Emerging Leaders get extra recognition at the PLANADVISER 360 event in November. Additionally, a half-day of networking and educational opportunities is dedicated to this up-and-coming group along with others early in their retirement plan advisory industry careers.


PLANADVISER Emerging Leaders

Nominations Open: May
List Makers Announced: August

List makers are recognized at PLANADVISER 360 in November.

To receive invitations and reminders for the PLANADVISER Emerging Leaders Listing, click here.