2017 PLANSPONSOR/PLANADVISER Awards for Excellence Dinner
PLAN SPONSOR OF THE YEAR FINALISTS
RETIREMENT PLAN ADVISER OF THE YEAR FINALISTS
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
403(b)
- 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
Individual
- 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
