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2017 PLANSPONSOR
Retirement Plan Adviser of the Year Finalists

The 2017 PLANSPONSOR Retirement Plan Adviser of the Year finalists have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants.

What makes a great retirement plan adviser? As the 2017 PLANSPONSOR Retirement Plan Adviser of the Year finalists and winners so successfully prove, the great professionals in this field have a commitment to driving excellent retirement plan design and outcomes for their plan sponsor clients and participants.

Like every other year, to qualify as a finalist, advisers had to meet minimum criteria. This year, it was to: have a significant majority of business revenue derived from employer-sponsored retirement plans; serve as a fiduciary; have regular service delivery and client contact; be committed to fee-based compensation; and use specific outcome-based metrics of plan success with clients, with recognized client progress toward those metrics.

That minimum is just the beginning, however. The advisers who rise to the top in this awards program are always growing, always finding new ways to do things—evolving their approach to explore what will best help their clients improve Americans’ retirement readiness.