The PLANSPONSOR/PLANADVISER Awards for Excellence is the 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 leading retirement plan sponsors and advisers, as well as the top product, investment and service providers, at this exclusive gathering, hosted at the beautiful Pier 60 in the Chelsea Pier complex, overlooking the Hudson River.
Schedule of events:
4:15 – 6:00 Plan Sponsor Confidential (Invitation only)
6:00 – 7:00 Cocktail Reception
7:00 – 9:00 Dinner and Awards
9:00 – 11:00 After Dinner Cocktails and Dessert
This year’s event will honor:
PLANSPONSOR Plan Sponsors of the Year (View finalists)
An annual award program that recognizes retirement plan sponsors that show a commitment to their participants’ financial health and retirement success. The award is given in many categories to recognize all plan types, so any plan sponsor can be eligible. Nominations are made in the fall, finalists are announced in January, and winners are announced in March.
PLANSPONSOR Best in Class 401(k) Plans (View the winners)
An annual award program designated for plan sponsors whose retirement plans meet the highest standard of excellence as deemed by our research and editorial teams. Winners are selected from thousands of plans that respond to PLANSPONSOR’s Defined Contribution (DC) Survey in the summer months. Winners are announced in March.
PLANSPONSOR Service Stars (View the winners)
An annual award program that recognizes retirement plan account representatives and relationship managers who have facilitated exemplary customer service to help support their plan sponsor clients. Sponsors make these nominations when responding to PLANSPONSOR’s Defined Contribution (DC) Survey during the summer months, and winners are announced in March.
PLANSPONSOR DC Survey Standouts (View press release)
A recognition for providers in each asset class that have achieved “best in class” status according to plan sponsors’ survey input, in the most categories in the annual Defined Contribution Survey. DC Survey Standouts are recognized as either gold, silver or bronze.
PLANADVISER Top 100 Advisers (View press release)
An annual award program designated to recognize 100 retirement plan advisers and advisory teams that stand out quantitatively based on retirement plan assets under advisement, number of plans under advisement, and specialty focus in various plan types. Designees are selected from the hundreds of responses to PLANADVISER’s Retirement Plan Adviser Survey in September. The list is published in February.
PLANSPONSOR Retirement Plan Advisers of the Year (View finalists)
An annual award program that recognizes the nation’s most exceptional retirement plan advisers, those who are working above and beyond the call of duty to help their sponsor clients succeed in fulfilling their fiduciary duties and their participants reach a prosperous retirement. The award recognizes individuals and, small, large and mega teams. Nominations are made in the fall, finalists are announced in February, and winners are announced in March.
PLANADVISER Adviser Choice Awards (View Press Release)
A recognition for retirement plan recordkeepers and investment managers that have the most top awards according to input from retirement plan adviser in the annual PLANADVISER Retirement Plan Adviser Survey.
Special ‘PLANSPONSOR Confidential’ Afternoon Roundtable
March 30, 2017
An exclusive afternoon discussion for PLANSPONSOR’s Plan Sponsor of the Year Finalists and Best in Class 401(k) Plan sponsors attending the Awards Dinner. If you’re a PSOY Finalist or Best in Class winner, please contact Katie.Campbell@Strategic-i.com for more information.