Nomination Period Open for 2027 PLANADVISER Retirement Plan Adviser of the Year

PLANADVISER is asking for help in identifying the best retirement plan advisers in the country. If you work with or know of a great plan adviser or plan adviser team, please help us recognize the best in the business.

Nominations for the 2027 PLANADVISER Retirement Plan Adviser of the Year awards are now being accepted in six categories:

• Closing the Coverage Gap – Recognizes advisers who have demonstrated exceptional commitment to expanding access to workplace retirement plans, particularly among small employers and underserved populations.
• Innovation – Recognizes advisers who have successfully developed or implemented new solutions or processes that make retirement plan advisory services more effective, efficient or impactful for clients, participants and practices.
• Talent Development – Recognizes individuals or teams that have shown an outstanding commitment to developing talent within their firms and the broader retirement plan advisory profession.
• Rookie of the Year – Recognizes new advisers who have demonstrated a strong drive and early career success within three years of joining an advisory team or practice.
• Plan Participant Service – Recognizes advisers who have demonstrated exceptional service to retirement plan participants through effective education, communication, advice and engagement strategies.
• Plan Sponsor Service – Recognizes advisers who have demonstrated exceptional service to plan sponsor clients through strategic guidance, fiduciary support, plan design consulting and ongoing plan management.

Award recipients across all categories will be honored at the PLANADVISER Industry Leader Awards in New York City in May. Finalists and winners for Retirement Plan Adviser of the Year awards will be featured online at PLANADVISER.com. Previous finalists and winners may be viewed here.

Questions can be directed to awards@issmediasolutions.com.