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Home > Awards > 2016 Retirement Plan Adviser of the Year
  • 2016 Finalists
  • Individual Jania Stout Dan Peluse Mark Ray Tom Reese Joshua Ulmer
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2015 Winners 2016 Winners

Individual

WINNER
Jania Stout
Dan Peluse
Mark Ray
Tom Reese
Joshua Ulmer

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Retirement Industry People Moves – 3/27/2026

Events Spotlight

2026 Adviser Choice Award Winners

This year, 20 firms are recognized for excellence in investments and recordkeeping, based on the results of the 2025 PLANADVISER Retirement Plan Adviser Survey.

Industry Intelligence

THOUGHT LEADERSHIP

Real Estate’s Role in DC Plans

Rich Hill, Senior Managing Director and Global Head of Research & Strategy of Principal Real Estate, tells PLANADVISER what opportunities real estate investments can offer retirement plan portfolios and what to look for when selecting them.

Sponsored by Principal Asset ManagementSM

THOUGHT LEADERSHIP

Cracking the Retirement Code: Income Replacement Rates

Will future retirees have enough income to maintain their pre-retirement standard of living? A retirement plan without an income replacement plan is just a savings account, which could fall short of participants’ needs in retirement.

Sponsored by American Century Investments

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