Award recipients across all categories will be honored at the PLANSPONSOR/PLANADVISER annual Awards for Excellence celebration in Grande Lakes in September of 2020, along with many other award winners across the retirement industry.
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 ranked among the 3 highest-scoring providers in two or more of the product and service categories evaluated in the PLANADVISER Retirement Plan Adviser Survey.
Each year PLANADVISER magazine recognizes the top quantitative standouts from our Retirement Plan Adviser Survey according to the dollar value of qualified plan AUA as well as the number of plans under advisement.
Since 2005, we have honored 39 individuals and teams with the PLANSPONSOR Retirement Plan Adviser of the Year award program.