2025 PLANADVISER Top Retirement Plan Advisers Entry Period Is Open
Advisers named to the list will be celebrated at the PLANADVISER Industry Leader Awards in May.
The entry window for the 2025 PLANADVISER 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 also highlighted if they have what was designated as a special focus in any plan type, including 401(k), 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE or MEP/PEP plan clients. Also highlighted are those who meet certain demographic criteria, such as female or younger than 40. You can view last year’s list here.
The 2025 PLANADVISER Top Retirement Plan Advisers will be celebrated at our annual Industry Leader Awards event on May 15 in New York City.
A PDF of this year’s entry form can be viewed here. Advisers may submit their entry here. The deadline for entries is February 18.