Conferences & Webcasts

PLANSPONSOR

Awards for Excellence 2013

Chelsea Piers, Pier 60 / New York, NY
Mar 27, 2013

Wednesday, March 27, 2013 / Chelsea Piers, Pier 60 / New York, NY

The PLANSPONSOR/PLANADVISER Awards for Excellence is the industry’s annual networking event to celebrate the accomplishments of the best of the best in the retirement plan industry.  Each year we honor the nation’s top plan sponsors, retirement plan advisers and product/service providers at this exclusive gathering hosted at the beautiful Pier 60 in the Chelsea Pier complex overlooking the Hudson River.  

Featuring a special celebration of PLANSPONSOR’s 20th Anniversary recognizing the 20/20 - 20 Institutional Leaders Of the Past 20 Years.

Agenda:

6:00 p.m. Cocktails

7:00 p.m. Dinner with awards to follow

Immediately following the awards, we will be hosting an after-dinner cocktail reception. All are invited to stay and continue to enjoy the company of your peers.

The Awards Dinner will honor:    

• The Vision Award: Charlie Ruffel, Founder and Director, Asset International 

• PLANSPONSOR Lifetime Achievement Award: Joe Mansueto, CEO, Morningstar 

• PLANADVISER Lifetime Achievement Award: Randy Long, CEO, Managing Principal, SageView Advisory Group 

• 20/20: 20 Institutional Leaders of the Past 20 Years  

• Plan Sponsor of the Year awards:

403(b)

Catholic Health East, Newtown Square, Pennsylvania
Mayo Clinic Health Systems-Albert Lea, Albert Lea, Minnesota
Syracuse University, Syracuse, New York
University of California, Oakland, California

Public DC plan 
State of Missouri Deferred Compensation Plan-administered by MOSERS, Jefferson City, Missouri
U.S. Conference of Mayors, Washington, D.C.

Defined Benefit
Baystate Health, Springfield, Massachusetts
General Motors, Detroit, Michigan

Corporate 401(k) - >$50M
CACI International, Arlington, Virginia
Commercial Metals Company, Irving, Texas
Roche, San Francisco, California
Intersil Corporation, Palm Bay, Florida
Sanofi, Bridgewater, New Jersey

Corporate 401(k) - <$50M
Gables Residential Services, Boca Raton, Florida
Jacobs Entertainment, Inc., Golden, Colorado
Platte Valley Financial Service Companies, Inc., Scottsbluff, Nebraska
Stanislaus Farm Supply, Modesto, California

2013 PLANADVISER Top 100 Retirement Plan Advisers 

• PLANADVISER Hall of Fame Induction

• PLANSPONSOR Retirement Plan Adviser, Adviser Team, and Multi-Office Team of the Year Finalists  

• 2012 PLANSPONSOR DC Survey Standouts    

To view the information and photo gallery from the 2012 event, click here.  

The Vision Award: Charlie Ruffel

Founder & Director, Asset International

At this year’s Awards Dinner, we will also be honoring thefounder of PLANSPONSOR Charlie Ruffel with our inaugural Vision Award. Charlie is being recognized for his visionary leadership and contributions to the pension industry over the past 20 years.

Sponsorship Information: Mike Garity | 617-670-4710 | mgarity@assetinternational.com  

General Information: Carol Popkins | 203-595-3282 | cpopkins@assetinternational.com