The 2008 Retirement Plan Adviser and Adviser Team of the Year awards will be presented at PLANSPONSOR‘s annual industry awards dinner in spring 2008.
The award, launched in 2005, recognizes the contributions of the nation’s best financial advisers in helping make retirement security a reality for workers across the nation. Finalists are evaluated based on a qualitative evaluation drawn from interviews with plan sponsor clients of those advisers who emerged as superior from a quantitative evaluation of their current service levels.
The 2007 PLANSPONSOR Retirement Plan Adviser of the Year is Chad Larsen, with Moreton Financial Solutions, a member firm of National Retirement Partners in Denver, Colorado, and the 2007 PLANSPONSOR Retirement Plan Adviser Team of the Year is Steve Wilt and The STAR Group with Merrill Lynch in Akron, Ohio. These advisers were chosen from a pool of more than 300 nominations. More information on the award can be found at http://www.planadviser.com/article.php/255.
Previous winners of the award include Dorann Cafaro of The Cafaro Group, and John Mott of Smith Barney.
“Advisers have become indispensable members of the team for most workplace retirement plans,’ says Nevin Adams, Editor-in-Chief of PLANSPONSOR; “That realization has been a growing component of PLANSPONSOR’s focus here the past several years. It was part of our decision to launch PLANADVISERdash in 2003, an integral aspect of the launch of the PLANSPONSOR Institute and the PLANSPONSOR Retirement Professional (PRP) designation in 2005, and an essential factor in our decision to introduce PLANADVISER magazine and PLANADVISER.com last fall.’
As part of the PLANADVISER brand, PLANSPONSOR, this fall, will hold its first conference focused solely on the needs of advisers working with employer-sponsored retirement plans. More information about the PLANADVISER National Conference, to be held in Orlando, Florida, from September 24 through 26, is at http://www.planadviser.com/panc07/.
To be notified when award nominations commence, please contact Alison Cooke, Managing Editor of PLANADVISER magazine, at firstname.lastname@example.org.