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Deals & People January 12, 2023
Enter Now for PLANADVISER’s 2023 Top Retirement Plan Advisers List
PLANADVISER is accepting entry forms for its listing of top retirement plan advisers.
Reported by PLANADVISER Staff
The entry window for the revamped PLANADVISER Top Retirement Plan Advisers listing, the next iteration of our longstanding Top 100 program, is now open.
For many years, this designation had been awarded to the top 100 retirement plan advisers and teams, based on quantitative measures such as the most plans and assets under advisement. Beginning with the 2022 edition, there are no longer team recognitions on this list. We instead limited entries to individual advisers, who were asked to supply their entry statistics as a fraction of their team’s figures.
The designation is based on quantitative measures such as the most plans and assets under advisement. After we crunched last year’s numbers, the 2022 Top Retirement Plan Advisers list came in at more than 150 advisers who stood out for their service of all types of retirement plan clients. You can see last year’s listing here.
This year’s entry form can be viewed here. You may submit your entry here. The deadline for entries is February 10.