Doug Prince, Deana Harmon and Brea Dantin lead the team, which includes Jeff Prince, Aaron Tomlin and Laura Mongon. Their experience with retirement plans has helped them develop tools to apply theory to practice as they assist clients in executing their fiduciary responsibilities.
The team won PLANSPONSOR magazine’s “Retirement Plan Adviser Team of the Year” award in 2010. (See “Retirement Plan Adviser Team of the Year: The Prince Group, Stifel Nicolaus.”) The team has provided testimony and written statements to the Department of Labor’s Employee Retirement Income Security Act (ERISA) Advisory Council. The group was also named one of the top 100 retirement plan advisory groups in the country by PLANADVISER magazine.