About

Celebrating the nation’s premier retirement plan advisers

The PLANADVISER Industry Leader Awards honor advisers and the role they play in helping employers provide workers with retirement plans and resources that lead to a secure and dignified retirement.


During this year’s event in New York City, we’ll celebrate:

Retirement Plan Advisers of the Year
We’ll recognize finalists and announce the winners in seven categories: Plan Sponsor Service; Plan Participant Service; 403(b) Plan Service; Mentorship; Efforts in Diversity, Equity and Inclusion; Closing the Coverage Gap-Micro/Startup Plans; and Closing the Coverage Gap-MEPs/PEPs.

2024 Top Retirement Plan Advisers
This prestigious designation recognizes the top retirement plan advisers in the industry based on quantitative measures.

Adviser Choice Award Winners
We’ll recognize those investment and recordkeeping partners ranked highest by advisers.

Vision Award Designees
PLANADVISER’s annual Vision Awards celebrate those industry players who have propelled positive change for retirement saving and toward financial security for U.S. workers and retirees.

Advisers Giving Back
We’ll recognize the retirement plan advisers profiled online at PLANADVISER.com over the last year for their commitment to serving and supporting the local, regional, national and global communities in which they operate, both from a philanthropic and volunteering perspective.

Agenda

PLANADVISER 2025 Industry Leader Awards

  1. 6:00 – 7:00 p.m.

    Cocktail reception

  2. 7:00 – 9:00 p.m.

    Dinner and awards

  3. 9:00 p.m.

    After dinner dessert and reception

The Industry Leader Awards follows the half-day Advisers in Conversation event that allows advisers to exchange ideas and make connections that will help elevate their business.

Register

Registration is now open for retirement plan advisers. We hope you can join us for this new and exciting event.

 

Pricing

Finalists: FREE

Sponsors

Become a sponsor.

Join a select group of industry product and service providers who are maximizing their firm’s exposure in front of this highly influential group of retirement plan advisers.

Venue

CURRENT at Pier 59, New York City

PLANADVISER 2025 Advisers in Conversation
CURRENT at Pier 59,
New York City