Awards and Recognitions

 

We are regularly honored with awards recognizing our service to plan sponsors and their participants.
We are pleased to highlight our awards here.

 

 

 

PLANSPONSOR Retirement Plan Adviser of the Year

In honor of our commitment to preparing participants and protecting fiduciaries, we were named 2018 PLANSPONSOR Retirement Plan Adviser Mega Team of the Year by PLANADVISER magazine. This national award recognizes advisers who demonstrate leadership and a commitment to excellence for their retirement plan sponsor clients and participants.

 

 

planadviser’s Top 100 Retirement Plan Advisers

This is an annual listing of adviser individuals and teams that stand out among their peers in the industry based on quantitative measures such as the dollar value of employer-sponsored retirement plan assets under administration (AUA), or the number of plans under advisement.

 

FT Top Financial Advisers

We have been named to a list of elite professionals who advise on employer’s defined contribution plans by the Financial Times. The FT 401 top retirement advisers in the US are graded¬†based on seven factors, DC assets under management, specialization in the DC business, growth rate in DC plan business, years of experience advising DC plans, industry certifications, participation rate in DC plans advised and compliance record.

 

 

The Fast Fifty

We were selected to be a part of Columbus Business First’s 2018¬†Fast 50 Program and in previous years from 2012-2014. The Fast Fifty designation honors companies in Central Ohio that are independent, privately held and the fastest growing.