Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.
Deals & People January 10, 2024
Entry Period Open for PLANADVISER’s 2024 Top Retirement Plan Advisers Listing
The PLANADVISER 2024 Top Retirement Plan Advisers will be celebrated at our annual Industry Leader Awards event on May 8.
Reported by PLANADVISER Staff
The entry window for the PLANADVISER 2024 Top Retirement Plan Advisers listing is now open.
This prestigious designation recognizes the top retirement plan advisers in the industry based on quantitative measures such as the number of plans and plan assets under advisement.
After meeting the minimum plan or asset count, advisers are highlighted if they have what was designated as a special focus in any particular plan type, including 401(k), 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE or MEP/PEP plan clients. Also highlighted are those who are female or who are younger than 40. You can view last year’s list here.
The PLANADVISER 2024 Top Retirement Plan Advisers will be celebrated at our annual Industry Leader Awards event on May 8 in New York City.
A PDF of this year’s entry form can be viewed here. You may submit your entry here. The deadline for entries is February 18.