Award recipients across all categories will be honored at the PLANADVISER Industry Leaders Awards celebration in New York City in May of 2023, along with many other award winners across the retirement industry.
The Adviser Choice Awards recognize retirement specialist advisers’ most favored investment and recordkeeping providers. The awards are given to those investment and recordkeeping providers that achieved the three highest scores in two or more of the product and/or service categories for which data was gathered in the most recent PLANADVISER Retirement Plan Adviser Survey.
Each year PLANADVISER recognizes the top retirement plan advisers in the industry based on quantitative measures, including amount of AUA and number of plans under advisement. Advisers are highlighted if they have what was designated as a special focus in any particular plan type, if they are women and if they are younger than 40.
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.