2017 PLANSPONSOR/PLANADVISER Awards for Excellence Dinner


Corporate 401(k) <$10MM

  • FirstFuel, in Lexington, Massachusetts
  • Thomas Automotive Family - Thomas Holding Company, in Bedford, Pennsylvania Winner

Corporate 401(k) >$10MM to $50MM

  • Gonnella Baking Co., in Schaumburg, Illinois
  • HubSpot, Inc., in Cambridge, Massachusetts
  • JX Enterprises, Inc., in Hartland, Wisconsin Winner
  • 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 Winner

Corporate 401(k) >$100MM to $250MM

  • 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 Winner

Corporate 401(k) >$1B

  • Avangrid, in Rochester, New York
  • Delta Air Lines, Inc., in Atlanta, Georgia
  • Pitney Bowes, in Shelton, Connecticut Winner

Public Defined Contribution (DC)

  • Fulton County Government, in Atlanta, Georgia Winner
  • Nevada System of Higher Education, in Las Vegas, Nevada
  • Ohio Deferred Compensation, in Columbus, Ohio
  • The State of Delaware, in Dover, Delaware


  • Baylor Scott & White Health, in Irving, Texas
  • Miami Children's Health System, in Miami, Florida Winner
  • University of Massachusetts, in Shrewsbury, Massachusetts

Total Retirement Offering

  • Caltech, in Pasadena, California
  • Employers Mutual Casualty Company, in Des Moines, Iowa Winner
  • Oklahoma State University and A&M System, in Stillwater, Oklahoma


  • Daniel Peluse Wintrust Retirement Plan Services Chicago, Illinois
  • Josh Ulmer Morgan Stanley Portland, Oregon Winner
  • 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 Winner
  • The Willhite Institutional Consulting Group, UBS Financial Services The Woodlands, Texas

Large Team

  • 401k Advisors Intermountain Sandy, Utah Winner
  • 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 Winner
  • Retirement Benefits Group San Diego, California

Sponsorship Information

Katie Bacon | 203-595-3184 |

General Information

Carol Popkins | 203-461-0985 |