2025 Excellence In Operations

Recognizing the retirement plan advisory firm leaders that “make the practices run.

PLANADVISER is pleased to open the nomination period for our inaugural Excellence in Operations award, looking for the retirement plan advisory firm leaders that “make the practices run” and support the advisers who are the faces at the forefront of the industry.

The Excellence in Operations recognition is for more senior non-adviser operations staff. It complements the PLANADVISER awards that honor advisers, to recognize the vital personnel of an advisory practice—whether focusing on operations, data, investment analytics, provider management, or some other piece of the business. After all, the Retirement Plan Advisers of the Year and the Top Retirement Plan Advisers don’t get to the top all by themselves!

Nominations for Excellence in Operations open in May. PLANADVISER vets the nominees in July, and the list makers are announced in August. Anyone working with a person who shows Excellence in Operations qualities may nominate that person, and self-nomination is allowed.

The 2025 PLANADVISER Excellence in Operations award recipients will be recognized at the PLANADVISER 360 event in November. Additionally, the conference will host opportunities for networking and educational opportunities specifically for this group of people.

The deadline for nominations is June 13, 2025.

Click Here to Nominate

If you have any questions, please email awards@issmediasolutions.com.


PLANADVISER Excellence In Operations

Nominations Open: May
List Makers Announced: August

List makers are recognized at PLANADVISER 360 in November.

To receive invitations and reminders for the PLANADVISER Excellence In Operations Listing, click here.