Large Team
Our judges look for advisers that represent the best service to plan sponsors and their participants. This year, to be eligible to be a finalist, advisers had to meet the following minimum criteria: having a majority of business revenue derived from employer-sponsored retirement plans, serving as a fiduciary, being committed to fee-based compensation and using outcome-based metrics of plan success with clients.
Compass Financial Partners
Handler Investment Consulting Group of Raymond James
Plan Sponsor Consultants
Pension Consultants, Inc.
WINNER401k Advisors Intermountain