2018 Adviser Choice Awards

PLANADVISER has announced winners of the fifth annual Adviser Choice Awards, to be handed out at the PLANSPONSOR/PLANADVISER Excellence in Retirement Awards 2019 on March 28th.

The Adviser Choice Awards recognize retirement specialist advisers’ most favored investment and recordkeeping providers.

Each year the awards are given to those investment and recordkeeping providers who received two or more top-three rankings in various product and service categories in the 2018 PLANADVISER Retirement Plan Adviser Survey. At the 2019 PLANSPONSOR/PLANADVISER Excellence in Retirement Awards dinner event in New York, eleven firms will be honored for their high-ranking performance in the survey, as follows:



Investments

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American Funds

J.P. Morgan Asset Management

BlackRock

Fidelity Investments

T. Rowe Price

Vanguard Investments




Recordkeeping


Ascensus

Charles Schwab

Empower Retirement

Fidelity Investments

John Hancock Retirement Plan Services

Principal Financial Group




Find the winners of 2017 Adviser Choice Awards here.

New Q&A Feature Added to ERISApedia.com eSource

Practical answers to technical questions have been added to appropriate locations within ERISApedia.com's Qualified Plan eSource.

ERISApedia.com announced its flagship technical resource, the Qualified Plan eSource (QPeS) written and edited by Ilene H. Ferenczy, has been enhanced with a new feature called “Asked and Answered” from its ASK the Author service.

Over the past few years, ERISApedia has received and answered hundreds of topical questions submitted by its customers. S. Derrin Watson has been answering these questions for the last year and has edited and selected over 400 ASK responses to subscribers. These practical answers to technical questions have been added to appropriate locations within the QPeS editorial content and additionally located in a separate QPeS appendix with a well-organized table of contents. Both locations are fully searchable.

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Timothy McCutcheon, publisher of ERISApedia.com says, “We are extremely fortunate to have Ilene and Derrin’s contributions and helpful insights incorporated into the Qualified Plan eSource. We believe that this is a match not equaled in the industry and helps us provide qualified plan professionals with instant access to relevant technical content.”

Ferenczy adds, “One of the common complaints I have heard about other treatises is the lack of answers to practical questions. The addition of real live Questions and Answers further enhances this part of the product.”

Watson is a pension attorney and educator who is heavily involved in consulting, speaking, and writing about a variety of pension topics, including 401(k), 403(b), 457, 409A plans and Form 5500 issues. He has been working with qualified plans since 1977.

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