2022 PLANADVISER Retirement Plan Adviser of the Year

Award recipients across all categories will be honored at the PLANADVISER Industry Leaders Awards celebration in New York City in May of 2022, along with many other award winners across the retirement industry.

Efforts in Diversity, Equity and Inclusion (DEI)

Finalists and winners in this category stand out for their success in addressing the financial services industry’s clear and present diversity problem, with a particular focus on the importance of creating equitable and fair workplaces.

Finalists