2018 PLANSPONSOR / PLANADVISER Excellence in Retirement Awards Dinner

2018 Plan Sponsor of the Year Finalists
2018 Retirement Plan Adviser of the Year Finalists
2018 Service Star Winners

Corporate 401(k) < $10MM

  • Negwer Materials, Inc.—Ferguson, Missouri
  • PolyQuest, Inc.—Wilmington, North Carolina Winner

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

  • Midwest Family Mutual Insurance Company—Chariton, Iowa
  • Restek Corporation—Bellefonte, Pennsylvania
  • United Hardware Distributing Company—Plymouth, Minnesota Winner
  • Uponor North America—Apple Valley, Minnesota

Corporate 401(k) >$50MM to $100MM

  • Enterprise Bank—Lowell, Massachusetts
  • Hendrick Motorsports—Charlotte, North Carolina Winner
  • SURVICE Engineering Company—Belcamp, Maryland

Corporate 401(k) >$100MM to $800MM

  • Golder Associates Inc.—Atlanta, Georgia
  • Great River Energy—Maple Grove, Minnesota
  • Nu Skin Enterprises—Provo, Utah Winner
  • Southeastern Freight Lines, Inc—Lexington, South Carolina

Corporate 401(k) >$800MM

  • Harris Teeter Supermarkets, Inc.—Matthews, North Carolina Winner
  • Humana Inc.—Louisville, Kentucky
  • Kimley-Horn and Associates, Inc.—Raleigh, North Carolina

Public DC

  • City of Plano—Plano, Texas Winner
  • North Carolina Supplemental Retirement Board of Trustees—Raleigh, North Carolina

Nonprofit DC Plan <$100MM

  • Illinois Health & Hospital Assoc.—Naperville, Illinois Winner
  • Saint Anselm College—Manchester, New Hampshire
  • The First Church of Christ, Scientist—Boston, Massachusetts

Nonprofit DC Plan >$100MM

  • Boston Medical Center—Boston, Massachusetts Winner
  • Northwell Health—Cedar Rapids, Iowa
  • TriHealth—Cincinnati, Ohio

Total Retirement Offering

  • Landscape Structures, Inc.—Delano, Minnesota Winner
  • UCB Inc.—Smyrna, Georgia
  • RLI Corp.—Peoria, Illinois

Individual

  • Joe Brummel, Wealth Enhancement Group in Burnsville, Minnesota
  • David Griffin, Atlanta Retirement Partners in Atlanta, Georgia
  • Christopher D. Kulick, Jr., CAPTRUST in Doylestown, Pennsylvania Winner

Small Team

  • Graystone Consulting | Cincinnati, Morgan Stanley Wealth Management in Cincinnati, Ohio
  • Greenspring Advisors in Towson, Maryland Winner
  • LHD Retirement in Indianapolis, Indiana
  • MHK Retirement Partners in Middleton, Wisconsin
  • UBS Retirement Plan Consulting in Milwaukee, Wisconsin

Large Team

  • Ascende Wealth Advisers, Inc. in Houston, Texas
  • Francis Investment Counsel in Brookfield, Wisconsin Winner
  • The J&R Group of Merrill Lynch in Chicago, Illinois
  • Plan Sponsor Consultants in Alpharetta, Georgia

Mega Team

  • Everhart Advisors in Dublin, Ohio Winner
  • MRP in Denver, Colorado
  • Sentinel Pension Advisers, Inc. in Wakefield, Massachusetts

2018 PLANSPONSOR Service Star Individuals

  • Cristy Wilson, Nationwide
  • Robert Martino, T. Rowe Price
  • Bruce Dale, Empower Retirement
  • Paula Hoover, Securian Financial Group
  • Joseph Michael, OneAmerica
  • Brandon Trippe, Newport Group

2018 PLANSPONSOR Service Star Teams

  • Ascensus, Shannon Corin, Deann Lentz
  • Charles Schwab, Katie Lee, Rebecca Clark, Margarita Hughes
  • VALIC, Daniel Knox, Nahed Alsous, Alex Gracia
  • CUNA Mutual Retirement Solutions, Eric Swiggum, Dave Mohammed
  • Prudential Financial, Inc., Ann Cashman, Jessica Quimby, Michael McCann

Sponsorship Information

Katie Bacon | 203-595-3184 |

General Information

Carol Popkins | 203-461-0985 |