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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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    Events Spotlight

    PLANADVISER 360

    November 2– 5, 2025
    The Westin Kierland, Scottsdale, AZ

    The retirement plan advisory industry continues to evolve, both in business structure and in the services provided to sponsors and participants. Advisers need insights and resources to aid them in keeping themselves and their practices relevant. PLANADVISER 360 is a comprehensive, interactive event that provides just those opportunities, all while bringing advisers to a beautiful resort to golf, enjoy the outdoors, swim and spend time with peers.

    Industry Intelligence

    THOUGHT LEADERSHIP

    How Advisers Can Help Plan Sponsors Navigate Demographic Shifts

    Retirement plan advisers can help plan sponsors with risk management and plan funding to address changing needs of the workforce, according to an expert from Massachusetts Mutual Life Insurance Company.

    Sponsored by MassMutual

    THOUGHT LEADERSHIP

    How Advisers Can Help Plan Sponsors Navigate Demographic Shifts

    Retirement plan advisers can help plan sponsors with risk management and plan funding to address changing needs of the workforce, according to an expert from Massachusetts Mutual Life Insurance Company.

    Sponsored by MassMutual

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