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The 2025 PLANADVISER Retirement Plan Adviser of the Year hi-res logo for 403(b) Plan Service
The 2024 PLANSPONSOR DC Standout Silver: Plan Assets >$25MM–$50MM
we estimated that these 39 providers account for 97% of the overall DC market
The 2015 PLANADVISER Practice Benchmarking Survey
2026 PLANSPONSOR Best in Class DC Plan Provider Standout_ Gold: Plan Assets >$1B
Logo: 2025 PLANSPONSOR Plan Sponsor Of Year_ Multiemployer Plans Finalist, Desk Plaque Adviser Value The 2025 PLANADVISER Retirement PlanThe 2025 PLANSPONSOR Plan Sponsor Of Year for Multiemployer Plans Finalist The annual Plan Sponsor of the Year awards program recognizes retirement plan sponsors that show a commitment to their participants financial health and retirement success. This keepsake plaque is perfect for the office. The 5x7 custom plaque is placed in an acrylic frame. Email awards@issgovernance. com to confirm the details for the award. Standard production timing is 2 4
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