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.
The Adviser Choice Awards recognize retirement specialist advisers’ most favored investment and recordkeeping providers. Each year the awards are given to those investment and recordkeeping providers who ranked among the 3 highest-scoring providers in two or more of the product and service categories evaluated in the PLANADVISER Retirement Plan Adviser Survey.
Each year PLANADVISER magazine recognizes the top quantitative standouts from our Retirement Plan Adviser Survey according to the dollar value of qualified plan AUA as well as the number of plans under advisement.
Tremendous changes have occurred in the retirement plan services industry since PLANADVISER Magazine was founded. No single firm or individual can take credit for the industry’s progress, but it is clear that the work of key leaders and change-makers has played a major role in shaping the retirement plan industry of today. The PLANADVISER Vision Awards celebrate those industry leaders who have propelled positive outcomes.
Since 2005, we have honored 39 individuals and teams with the PLANSPONSOR Retirement Plan Adviser of the Year award program.