2021 PLANSPONSOR Plan Adviser of the Year Nominations Open

Nominations for the 2021 PLANSPONSOR Retirement Plan Adviser of the Year awards may be made by plan sponsor clients, employers, brokers/dealers of eligible advisers, as well as from working partners of these advisers.


As in the past years, the editorial team at PLANSPONSOR and PLANADVISER is soliciting your help in identifying qualified candidates for the 2021 PLANSPONSOR Retirement Plan Adviser of the Year awards. If you know of a great plan adviser or plan adviser team, please help us recognize the best in the business.  

Retirement Plan Adviser of the Year nominations may be made by plan sponsor clients, employers, brokers/dealers of eligible advisers, as well as from working partners of these advisers, such as investment vendors, accountants, attorneys and plan administrators. However, self-nominations are not permitted.

Nominations opened on January 20, 2021, and all nominations are due March 1, 2021. Please note, we use a relatively short one-page nomination form at this stage, and we follow up with the nominated advisers to provide more detailed information about their practices. Arguably, the most important question in the nomination form is the open question: “Why do you believe this adviser should be recognized as PLANSPONSOR’s Retirement Plan Adviser of the Year? Please give specific examples of how this adviser has helped to improve benefit programs and retirement readiness (improved participation and deferral rates, lowered fees, etc.”

The nomination form is available here: https://strategici.iad1.qualtrics.com/jfe/form/SV_3WevxFwWlBfsCfb

Please direct any questions to Amanda Umpierrez (amanda.umpierrez@issgovernance.com) and John Manganaro (john.manganaro@issgovernance.com).

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