Meet the Plan Adviser of the Year Finalists

This year, the editorial team at PLANADVISER has made some key changes to the Retirement Plan Adviser of the Year Awards, starting with the fact that the award is now issued by the PLANADVISER publication, whereas formerly it was issued by PLANSPONSOR.

In addition, the 2022 awards are being issued in six brand new categories, in a move away from the prior strategy of recognizing individuals and teams in categories based solely on firm size. For 2022, finalists and winners will be recognized in six qualitative categories, representing excellence in the following areas:

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• Plan Sponsor Service
• Plan Participant Service
• Mentorship 
• Efforts to Improve Diversity, Equity and Inclusion (DE&I)
• Community Impact and Giving Back
• Closing the Coverage Gap

Profiles for each finalist have now been published on the awards page here. We encourage you to read about this leading group of advisers and consider sharing their stories with your industry partners and colleagues.