Small 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.

Cate Brunton Luc Group
EPIC Retirement Services Consulting
The J&R Group of Merrill Lynch
The Parks Group at Graystone Consulting
Shepherd Financial
The Willhite Institutional Consulting Group, UBS Financial Services
Washington Financial Group