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| Retirement Plan Adviser Individual of the Year |
| A 20-year veteran of the retirement planning industry, Jania Stout, managing director of Fiduciary Plan Advisors, started in the industry in recordkeeping and administration at ADP and Fidelity Investments. Wanting to have a greater role in engaging with and offering advice to plan sponsors, eight years ago, Stout became an adviser, and two years ago, she founded her practice in order to “truly help our plan sponsor clients.”
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| Retirement Plan Adviser Small Team of the Year |
| Being proactive and providing customized and personalized solutions for clients is at the heart of the work of The Catanella Institutional Consulting Team of UBS. The team’s mission statement is “to provide our plan sponsor clients with a customized and service-driven model to deliver successful retirement outcomes for their participants, while effectively helping guide them through the ever-changing fiduciary landscape.”
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| Retirement Plan Adviser Large Team of the Year |
| Newport Capital Group believes it is important to thoroughly understand each plan sponsor’s goals for its company, so immediately upon starting with a new client, the practice asks it what issues are most pressing—both for the company and for employees. As the firm puts it, having an “open dialogue during onboarding sessions” is key.
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| Retirement Plan Adviser Mega Team of the Year |
| Underlying all of the work that Alliance Benefit Group Financial Services, Corp., does is an underlying emphasis on what it calls “sustainable retirement”—defined by the company as at least 85% of employees being able to replace 75%, or more, of their income.
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| Retirement Plan Adviser of the Year Finalists |
| The 2016 PLANSPONSOR Retirement Plan Advisers of the Year finalists have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants.
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| Adviser Webcast: Reaction to the DOL Fiduciary Rule |
| PLANADVISER and Voya Financial will host a series of in-depth webcasts on the final fiduciary rule, published last week by the Department of Labor. The first session in this timely series takes place Wednesday, April 20, at 2 p.m. EST. Follow the link to register.
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