Events & Webcasts

PLANSPONSOR/PLANADVISER Awards for Excellence Dinner

Chelsea Piers, Pier 60, New York
Mar 30, 2017

PLAN SPONSOR OF THE YEAR FINALISTS

Corporate 401(k) <$10MM
  • FirstFuel, in Lexington, Massachusetts
  • Thomas Automotive Family - Thomas Holding Company, in Bedford, Pennsylvania
Corporate 401(k) >$10MM to $50MM
  • Gonnella Baking Co., in Schaumburg, Illinois
  • HubSpot, Inc., in Cambridge, Massachusetts
  • JX Enterprises, Inc., in Hartland, Wisconsin
  • Mercersburg Academy, in Mercersburg, Pennsylvania
  • Rotating Equipment Repair Inc., in Sussex, Wisconsin
  • Wheelabrator Group, Inc., in Golden, Colorado
Corporate 401(k) >$50MM to $100MM
  • Molson Coors Brewing Company, in Denver, Colorado
  • National Account Service Company, LLC, in Atlanta, Georgia
  • Visible Changes, Inc., in Houston, Texas
  • WD-40 Company, in San Diego, California
Corporate 401(k) >$100MM to $250MM
  • Searles Valley Minerals, in Overland Park, Kansas
  • The Beck Group, in Dallas, Texas
  • Weekley Homes LLC, in Houston, Texas
Corporate 401(k) >$250MM to $1B
  • CoBank, in Greenwood Village, Colorado
  • Hoag Memorial Hospital Presbyterian, in Newport Beach, California
  • INEOS USA LLC, in League City, Texas
  • LSG Sky Chefs / Lufthansa Group, in Irving, Texas
  • Owens-Illinois, Inc., in Perrysburg, Ohio
Corporate 401(k) >$1B
  • Avangrid, in Rochester, New York
  • Delta Air Lines, Inc., in Atlanta, Georgia
  • Pitney Bowes, in Shelton, Connecticut
Public Defined Contribution (DC)
  • Fulton County Government, in Atlanta, Georgia
  • Nevada System of Higher Education, in Las Vegas, Nevada
  • Ohio Deferred Compensation, in Columbus, Ohio
  • The State of Delaware, in Dover, Delaware
403(b)
  • Baylor Scott & White Health, in Irving, Texas
  • Miami Children's Health System, in Miami, Florida
  • University of Massachusetts, in Shrewsbury, Massachusetts
Total Retirement Offering
  • Caltech, in Pasadena, California
  • Employers Mutual Casualty Company, in Des Moines, Iowa
  • Oklahoma State University and A&M System, in Stillwater, Oklahoma

RETIREMENT PLAN ADVISER OF THE YEAR FINALISTS

Individual
  • Daniel Peluse
    Wintrust Retirement Plan Services
    Chicago, Illinois
  • Josh Ulmer
    Morgan Stanley
    Portland, Oregon
  • Steven Glasgow
    Avondale Partners, LLC
    Nashville, Tennessee
Small Team
  • Cate Brunton Luc Group at Merrill Lynch
    Indianapolis, Indiana
  • EPIC Retirement Services Consulting
    New York, New York
  • The J&R Group of Merrill Lynch
    Chicago, Illinois
  • The Parks Group at Graystone Consulting
    Milwaukee, Wisconsin
  • Shepherd Financial, LLC
    Carmel, Indiana
  • Washington Financial Group
    McLean, Virginia
  • The Willhite Institutional Consulting Group, UBS Financial Services
    The Woodlands, Texas
Large Team
  • 401k Advisors Intermountain
    Sandy, Utah
  • Compass Financial Partners
    Greensboro, North Carolina
  • Handler Investment Consulting Group of Raymond James
    Beverly Hills, California
  • Plan Sponsor Consultants
    Alpharetta, Georgia
  • Pension Consultants, Inc.
    Springfield, Missouri
Mega Team
  • Bukaty Companies Financial Services
    Leawood, Kansas
  • Cammack Retirement Group
    Wellesley, Massachusetts and New York, New York
  • Retirement Benefits Group
    San Diego, California

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