PA Top 100 Plans Teams - More than 180

Teams with 75 or more plans

More than 180

 

401(k) Advisors
Veronica Lee, Joel Shapiro,
Michael ­McGuire, Michael Viljak,
Austin ­Gwilliam, Susann Haas,
Pamela ­Watson, Mindy Marburger
Aliso Viejo, California 

Oswald Financial, Inc.
David Kulchar PRP logo
Cleveland, Ohio 

Pensionmark Retirement Group
Troy Hammond PRP logo, Mike Woods,
Devyn Duex, Laura Battle PRP logo,
Mike Devlin, Craig Christo,
Christine Powell, Michelle Lantz,
Andre Kaluna, Sean O’Flaherty,
Daren Alcantar, Krista Hauser,
Deanna Bamford, Brooks Allen
Santa Barbara, California 

Siegel, Martin & Associates
Merrill Lynch
Washington, D.C. 

 

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PRP logo PLANSPONSOR Retirement ProfessionalTM  

Methodology: The advisers listed here are taken from entries for the 2011 PLANSPONSOR Retirement Plan Adviser and Adviser Team of the Year awards. Nominations were solicited online from retirement plan advisers, their employers and/or broker/dealers, and plan sponsors, as well as from working partners of these advisers, including investment vendors, accountants and attorneys, and pension administrators. Advisers who have attained the PRP logo PLANSPONSOR Retirement Professional (PRP) designation receive an automatic nomination. To enter the awards process, nominees must complete a form providing various details of their practice, including the details displayed here. These lists are based solely on quantitative factors, while the PLANSPONSOR Retirement Plan Adviser and Adviser Team of the Year awards consider both qualitative and quantitative factors, including factors not considered in determining the most successful lists. Due to the differences in evaluation factors, finalists for the PLANSPONSOR Retirement Plan Adviser and Adviser Team of the Year awards are not necessarily included on the “Top 100” listing.

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