2018 PLANSPONSOR Retirement Plan Adviser Mega Team of the ...

2018 PLANSPONSOR Retirement Plan Adviser of the Year

The 2018 PLANSPONSOR Retirement Plan Adviser of the Year finalists have demonstrated leadership and a commitment to excellence for their retirement plan ...

The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible ...

2018 PLANSPONSOR Retirement Plan Adviser of the Year

The 2018 PLANSPONSOR Retirement Plan Adviser of the Year finalists have demonstrated leadership and a commitment to excellence for their retirement plan ...

2018 PLANSPONSOR Retirement Plan Adviser of the Year ...

... retirement plan sponsor clients and participants. Categories. Categories. Individual · Small Team · Large Team · Mega Team. View other Plan Sponsor of the Year ...

2018 PLANSPONSOR / PLANADVISER Excellence in Retirement ...

2018 PLANSPONSOR Service Star Teams · Ascensus, Shannon Corin, Deann Lentz · Charles Schwab, Katie Lee, Rebecca Clark, Margarita Hughes · VALIC, ...

Kulick Named 2018 PLANSPONSOR Retirement Plan Adviser of the ...

Additional questions and interviews are used to identify winners in four categories: individual, small team, large team, and mega team. Using information ...

Kulick Named 2018 PLANSPONSOR Retirement Plan Adviser of the ...

Each year, PLANSPONSOR Magazine conducts intensive research for their Retirement Plan Adviser of the Year awards. Starting months before the ...

2018 PLANSPONSOR Retirement Plan Adviser of the Year

The 2018 PLANSPONSOR Retirement Plan ... Mega Team. PA: Tell us about your practice and how you and your team members got into advising retirement plans.

2018 PLANSPONSOR Retirement Plan Adviser of the Year

Large Team · Plansponsor of the year winner icon WINNER. Francis Investment Counsel · FINALISTS. Ascende Wealth Advisers, Inc. · The J&R Group of Merrill Lynch.

2018 Plan Sponsor of the Year Winners

Plansponsor of the year winner icon WINNER. Harris Teeter Supermarkets. Douglas Yacenda Director of Retirement Plans · FINALISTS. Humana Inc. · Kimley-Horn and ...

Kathleen Kelly Appointed to WSSU Board of Trustees : Compass ...

... 2018 PLANADVISER Top 100 Retirement Plan Advisers. ... advisers and support staff; and mega teams – 36 or more team members. ... PLANSPONSOR/ PLANADVISER ...

Addie George | HUB Retirement and Private Wealth

The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit ...

Brian Hanna - President, Retirement Plan Services - Everhart Advisors

As a direct result of his work, Everhart Advisors was honored to be recognized as the Retirement Plan Advisor Mega Team of the Year in 2018 by PLANSPONSOR®.

2018 DC Survey Standouts | PLANSPONSOR

... mega” plans with more than $1 billion in assets. They are listed ... Each year, the nation's leading retirement plan sponsors and advisers ...

Awards - Newport Capital Group

The 2018 PLANADVISER Top 100 Retirement Plan Advisers recognizes the top defined contribution (DC) plan advisers across the U.S in terms of assets or plans ...

Disclosures | Oswald Financial

Advisers that are selected as finalists must have a significant majority of business revenue derived from employer-sponsored retirement plans; serve as a ...

Industry Awards Our Advisors Have Earned | GRP Financial CA

The PLANADVISER Emerging Leaders recognition is given to members of the retirement plan advisory industry whose managers and peers believe are poised to advance ...

2018 PLANSPONSOR Retirement Plan Adviser of the Year Finalists ...

INDIVIDUAL. Joe Brummel, Wealth Enhancement Group in Burnsville, Minnesota · SMALL TEAM. Graystone Consulting | Cincinnati, Morgan Stanley Wealth ...

Lee Applebaum | HUB Retirement and Private Wealth

His acknowledgements include: a 2017 & 2018 PLANSPONSOR Retirement Plan Adviser Team of the Year Finalist; a 2017-2022 NAPA Top DC Advisor Team; and ...

PLANADVISER - March/April 2018 - 1

2018 PLANSPONSOR. Retirement Plan. Adviser of the Year. Introducing the 2018 individual,. small-, large- and mega-team. winners and ﬁnalists. feature. 40.