PLANADVISER Staff – 01/15/2008
Today, PLANSPONSOR announces the finalists for its annual Retirement Plan Adviser and Adviser Team of the Year awards.
The finalists for the Retirement Plan Adviser of the Year and the Retirement Plan Adviser Team of the Year can be found here.
These advisers and adviser teams were selected by an expert panel of judges from a list of semifinalists compiled from a quantitative evaluation of current service levels and interviews with plan sponsors. Winners will be announced at the annual PLANSPONSOR/PLANADVISER Awards Dinner on April 3, 2008, in New York City.
This year’s finalists were drawn from a pool of 332 nominations representing more than 200 advisers. Ten advisers received five or more nominations. Information was collected from 216 advisers and, of those, 127 advisers (78 teams and 49 individuals) completed the entry form in its entirety, making them eligible for the award.
Previous winners of the award include Chad Larsen with Moreton Financial Solutions in Denver, Colorado (2007); Dorann Cafaro of The Cafaro Group in Little Silver, New Jersey (2006); and John Mott of Smith Barney in Houston, Texas (2005). The inaugural PLANSPONSOR Retirement Plan Adviser Team of the Year was the STAR Group with Merrill Lynch in Akron, Ohio, in 2007.
A list of the most successful advisers taken from those nominated for the award can be found here. More information about the award and prior recipients is online here.