2024 PLANADVISER Retirement Plan Adviser of the Year

The finalists of the 2023 PLANADVISER Retirement Plan Adviser of the Year awards have been revealed! Read all about the finalists here.
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The 2024 PLANADVISER Retirement Plan Adviser of the Year finalists have demonstrated leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to the retirement plan adviser industry.

For the third year in a row, the awards are being issued in multiple categories. However, we have separated our recognition for Community Impact and Giving Back into a separate program and replaced that category with 403(b) Plan Service. Going forward, we are highlighting advisers who are giving back through ongoing coverage in PLANADVISER, and then honoring them at the annual awards dinner.

In addition, this year, we divided the Closing the Coverage Gap category into two—Closing the Coverage Gap - MEPs/PEPs and Closing the Coverage Gap - Micro/Startup Plans—to recognize the different strategies being used to close the retirement plan coverage gap.

For 2024, finalists in the following areas are being recognized for their excellence:

  • Closing the Coverage Gap — Micro/Startup Plans
  • Closing the Coverage Gap — MEPs/PEPs
  • Efforts to Improve Diversity, Equity and Inclusion
  • Mentorship
  • 403(b) Plan Service
  • Plan Participant Service
  • Plan Sponsor Service

For Plan Sponsor Service, Plan Participant Service and 403(b) Plan Service, we accepted nominations from plan sponsors only. For the other categories, we accepted nominations from adviser partners across the industry, including recordkeepers, asset managers, advisers, product providers and more. Self-nominations were prohibited.

The award winners are based on a mixture of qualitative and quantitative measures, including tenure in the business, retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients’ plans, essay answers and compliance records. Finalists were interviewed by judges before a winner was selected.

2024 Retirement Plan Adviser of the Year finalists were recognized, and winners announced, at PLANADVISER's annual Industry Leader Awards celebration on May 8, 2024, in New York City.

Plan advisers at the 2024 Industry Leader Awards (photo: Casey Fatchett)

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Retirement Plan Adviser of the Year

Nominations Open: October through December
Finalists Announced: February
Winners Announced: May, winners announced at the Industry Leader Awards following the Advisers in Conversation event in May.

To receive invitations and reminders for the Retirement Plan Adviser of the Year Awards, click here.