2015 PLANSPONSOR/PLANADVISER Awards for Excellence
PLANSPONSOR Plan Sponsors of the Year Finalists
PLANSPONSOR Retirement Plan Adviser of the Year Finalists
PLANADVISER Top 100 Retirement Plan Advisers
PLANSPONSOR Service Stars
Corporate 401(k) < $50 Million
- Community Blood Center/Community Tissue Services Dayton, Ohio
- Massey Services, Inc. Orlando, Florida
- Showplace Wood Products, Inc. Harrisburg, South Dakota
- Swiss International Air Lines Ltd. East Meadow, New York
- Wharton-Smith, Inc. Sanford, Florida Winner
Corporate 401(k) $50 Million to $250 Million
- Dawn Food Products Jackson, Michigan
- J.E. Dunn Construction Co. Kansas City, Missouri Winner
- Trover Solutions, Inc. Louisville, Kentucky
Corporate 401(k) $250 Million to $1 Billion
- Brown-Forman Corporation Louisville, Kentucky
- Cabot Corporation Boston, Massachusetts
- INEOS USA LLC League City, Texas
- McCain Foods USA, Inc. Lisle, Illinois Winner
- Republic National Distributing Company Atlanta, Georgia
Corporate 401(k) > $1 Billion
- Credit Suisse New York, New York Winner
403(b)
- Gillette Children’s Specialty Healthcare St. Paul, Minnesota Winner
- North Shore-Long Island Jewish Health System Lake Success, New York
- University of Rochester Rochester, New York
Public DC
- City of Las Vegas Las Vegas, Nevada Winner
- County of San Diego Deferred Compensation Program San Diego, California
Public DB
- Illinois Municipal Retirement Fund Oak Brook, Illinois
- Missouri Local Government Employee Retirement System (LAGERS) Jefferson City, Missouri Winner
Multiple Retirement Plans
- Mary Washington Healthcare Fredericksburg, Virginia Winner
Individual Adviser
- Corby Dall, 401k Advisors Intermountain in Sandy, Utah
- Dan Peluse, Wintrust Wealth Management in Chicago, Illinois
- Jason Chepenik, Chepenik Financial in Winter Park, Florida
- John Ludwig, LHD retirement in Indianapolis, Indiana
- L. Rita Fiumara, UBS Financial in Chicago, Illinois Winner
- Thomas Dean Ming, Tower Rock Advisors, Pensionmark Retirement Group in Bakersfield, California
Adviser Team
- Alliance Benefit Group Financial Services, Corp. in Albert Lea, Minnesota
- The Casey Retirement Group in Reno, Nevada
- Compass Financial Partners in Greensboro, North Carolina
- The D’Aiutolo Institutional Consulting Team in Rochester, New York
- Graystone Consulting | Cincinnati in Cincinnati, Ohio
- Heffernan Retirement Services in San Francisco, California Winner
- PearlStreet Investment Management of Oppenheimer & Co. Inc. in Grand Rapids, Michigan
- The Ratay Group at Morgan Stanley in Lisle, Illinois
- Spectrum Investment Advisors, Inc. in Mequon, Wisconsin
Multioffice Adviser Team
- Sentinel Pension Advisors, Inc., with locations in Wakefield, Massachusetts; New York, New York; and Melville, New York
- Sheridan Road Financial, with locations in Northbrook, Illinois; Chicago, Illinois; Milwaukee, Wisconsin; Minneapolis, Minnesota; Nashville, Tennessee; Indianapolis, Indiana; and Tampa, Florida Winner
- White Oak Advisors, with locations in Indianapolis, Indiana, and Columbus, Ohio
Individuals
Teams
Multioffice Teams
The nine 2015 winners include:
- Matt Reilly, Aon Hewitt
- Sandrean Thompson, Bank of America Merrill Lynch
- Peggy Bernath, BOK Financial
- Ed Homer, Empower Retirement
- Shannon Bray, Fidelity Investments
- Gerald Erickson, Milliman Inc
- David Parker, The Standard
- Mario Quiroz, Transamerica Retirement Solutions
- Aerika Walker, VALIC
