2023 PLANADVISER Industry Leader Awards
Celebrating the top retirement plan advisers in the country
The PLANADVISER Industry Leader Awards honor advisers and the role they play in helping employers provide workers with retirement plans and resources that lead to a secure and dignified retirement. During this year’s celebration in New York City, we’ll recognize the Retirement Plan Adviser of the Year finalists and announce the winners. The 2023 Top Retirement Plan Advisers will also be recognized, along with the Adviser Choice Award winners—those investment and recordkeeping partners ranked highest by advisers. Finally, for the second year in a row, we’ll present our Vision Awards, which celebrate industry leaders who have contributed to positive retirement outcomes for the U.S. workforce.
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Announcing the 2023 PLANADVISER Adviser Choice Awards
Announcing the 2023 Retirement Plan Adviser of the Year Finalists
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Announcing the 2023 PLANADVISER Adviser Choice Awards |
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Announcing the 2023 Retirement Plan Adviser of the Year Finalists |
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2023 PLANADVISER Adviser Choice Awards
The PLANADVISER Adviser Choice Awards recognize retirement plan specialist advisers’ favorite investment and recordkeeping providers. Click here to see winners
2023 Retirement Plan Adviser of the Year Finalists
The awards are being issued in six categories, representing excellence in:
- Plan Sponsor Service
- Plan Participant Service
- Mentorship
- Closing the Coverage Gap
- Efforts in Diversity, Equity and Inclusion
- Community Impact and Giving Back
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Nominations for the first two categories came from plan sponsor clients only, while adviser partners across the industry—including recordkeepers, asset managers, advisers, product providers and more—were able to submit nominations in the other four. As in past years, self-nominations were prohibited.
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Finalists will be recognized, and winners announced at the PLANADVISER Industry Leader Awards dinner on May 10 in New York City.
- Cocktail reception 6 p.m.
- Dinner and awards 7 p.m.
- After-dinner cocktails and dessert 9 p.m.