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Deals & People February 26, 2014
The 2014 PLANSPONSOR Retirement Plan Adviser of the Year Finalists
PLANADVISER is proud to announce the 2014 PLANSPONSOR Retirement Plan Adviser of the Year Finalists.
Reported by PA
Here are the 17 finalists in the three categories: Individual, Team and Multioffice Team:
Individual
Joe Connell, Retirement Plan Partners in Maple Grove, Minnesota
Ellen R. Lander, Renaissance Benefit Advisors in Jamison, Pennsylvania
Bruce Lanser, UBS Financial Services in Milwaukee, Wisconsin
Thom Shumosic, MidAtlantic Retirement Planning Specialists in Wilmington, Delaware
Dan Peluse, Wintrust Wealth Management in Chicago, Illinois
Team
Ascende, Inc. in Houston, Texas
Channel Financial in Golden Valley, Minnesota
ClearPoint Financial in Bellevue, Washington
Innovest Portfolio Solutions in Denver, Colorado
The Kieckhefer Group in Brookfield, Wisconsin
MHK Retirement Partners in Middleton, Wisconsin
Spectrum Investment Advisors in Mequon, Wisconsin
The Willhite Institutional Consulting Group of UBS in The Woodlands, Texas
Multioffice Team
Retirement Benefits Group, headquartered in San Diego, California
Cammack Retirement Group in New York, NY and Wellesley, Massachusetts
Retirement & Benefit Partners, headquartered in Albany
SageView Advisory Group, headquartered in Irvine, California