Client Service

Advisers Giving Back: Bruce Lanser at UBS

During and after his daughter’s career as an elite speed skater, Bruce Lanser at UBS has been volunteering his time to help the niche sport continue to thrive in the Milwaukee area. He also finds time to serve on the board of Junior Achievement.

15th Anniversary of RPAY: Barbara Delaney

After exploring a number of large benefits firms that they thought could be potential purchasers, last September, the former PLANSPONSOR Retirement Plan Adviser Team of the Year closed on a deal with HUB International.

15th Anniversary of RPAY: John Barry

One difference between now and 2008 in terms of running an advisory practice is the “technology dividend,” says John Barry, that year’s winner of the PLANSPONSOR Retirement Plan Adviser of the Year award.

15th Anniversary of RPAY: Steve Wilt

Steve Wilt, member of the PLANSPONSOR Retirement Plan Team of the Year in 2007, now works at CAPTRUST. He says he is as busy as ever, though he can now leverage the resources of a national firm.

15th Anniversary of RPAY: Chad Larson

2007 PLANSPONSOR Plan Adviser of the Year Chad Larsen remained independent until last September, when HUB International acquired his firm. He says the past 13 years have been ‘a great time to be in this business.’