2016 Retirement Plan Adviser of the Year

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2015 Winners 2016 Winners

Small Team

WINNER

The Catanella Institutional Consulting Team of UBS

AFS 401(k) Retirement Services

The Beacon Group at Morgan Stanley

Compass Financial Partners

Graystone Consulting | Cincinnati, Morgan Stanley

The Kieckhefer Group

MHK Retirement Partners

Graystone Consulting – The Parks Group

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

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

Sponsored by MassMutual