Plan Adviser of the Year

If you work with or for, or know of, a great plan sponsor, plan adviser or plan adviser team, please help us recognize the best in the business by making a nomination.  

As in the past years, PLANSPONSOR/PLANADVISER editors are soliciting your help in identifying qualified candidates for our Plan Adviser of the Year and Plan Sponsor of the Year awards. 

For plan sponsors, nominations may be made by providers, advisers, consultants, actuaries, attorneys, third-party administrators, employees and colleagues, or, you can even nominate yourself. The award is given in many categories to recognize all plan types, so any plan sponsor can be eligible. The nomination form is available here.

Nominations for the Retirement Plan Adviser of the Year awards, now given in four categories based on practice and team size, may be made by plan sponsor clients, employers, brokers/dealers of eligible advisers, as well as from working partners of these advisers, such as investment vendors, accountants, attorneys and plan administrators. However, self-nominations are not permitted. The nomination form is available here.

Award recipients across all categories will be honored at the PLANSPONSOR/PLANADVISER annual Awards for Excellence celebration in New York City in March of 2020, along with many other award winners across the retirement industry.

The deadline for the 2020 Plan Adviser and Adviser Team of the Year award nominations is October 18, while the deadline for the Plan Sponsor of the Year awards nominations is November 8.

Previous winners of the Retirement Plan Adviser of the Year can be seen here and last year’s Plan Sponsor of the Year winners can be viewed on the PLANSPONSOR site here.