Banner Logo
Banner Logo

Subscribe

  • News & Analysis
    • Compliance
    • In Practice
    • The Markets
    • Deals & People
    • Products & Services
    • Special Coverage
    • Video
    • The Check-Up: Advising Health Plan Fiduciaries
  • Surveys
  • Awards
  • Events
  • Industry Intelligence
    • Sponsored Webinars
    • Partner Videos
    • Thought Leadership
    • White Papers
  • News
  • Video
Banner Logo
  • About
  • Shop
  • Newsletters
    • Breaking News
    • Spotlight
    • PLANADVISER Dash
  • Sign in / Sign up
  • News & Analysis
    • Compliance
    • In Practice
    • The Markets
    • Deals & People
    • Products & Services
    • Special Coverage
    • Video
    • The Check-Up: Advising Health Plan Fiduciaries
  • Surveys
  • Awards
  • Events
  • Industry Intelligence
    • Sponsored Webinars
    • Partner Videos
    • Thought Leadership
    • White Papers
Home > Awards > 2014 Retirement Plan Adviser of the Year
2014 Retirement Plan Adviser of the Year
  • 2014 Finalists
  • Individual Joe Connell Ellen R. Lander Bruce Lanser Dan Peluse Thom Shumosic
  • Team
  • Multioffice Team
2014 Winners

Individual

WINNER
Joe Connell
Ellen R. Lander
Bruce Lanser
Dan Peluse
Thom Shumosic

Trending

House Democrats Asked by IRI to Add Retirement Security to Affordability Agenda

Envestnet Acquires Vestmark

Pontera, Supporters Make Case Against Recordkeepers Restricting 401(k) Access

Advisers Boost Widowed Adults’ Financial Confidence, per Study

August Saw Record Slow Trading in 401(k) Accounts, per Alight

Events Spotlight

PLANADVISER 360

Join leading retirement plan advisers and industry experts November 8–11 for networking that matters and peer-to-peer insights.
planadviser Logo

Website

  • News & Analysis
  • Surveys
  • Awards
  • Events
  • Industry Intelligence
  • Print Archives
  • Video Archives

Newsletters

  • Breaking News
  • PLANADVISERdash
  • Spotlight

About Us

  • About PLANADVISER
  • Advisory Board
  • Reprints / Permissions
  • Privacy Policy
  • Advertise
  • Shop
Institutional Shareholder Services CIOPLANADVISERPLANSPONSOR
702 King Farm Boulevard, Suite 400, Rockville, MD 20850
www.issgovernance.com
Copyright ©2026 Asset International, Inc. All rights reserved.
No reproduction without prior authorizations.
Modern Slavery Statement 2022
Do Not Sell My Personal Information
Privacy (including cookies), Social Media & Legal