2018 PLANSPONSOR Retirement Plan Adviser of the Year

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.

Graystone Consulting | Cincinnati, Morgan Stanley Wealth Management
WINNERGreenspring Advisors
LHD Retirement
MHK Retirement Partners
UBS Retirement Plan Consulting