2018 PLANSPONSOR Retirement Plan Adviser Mega Team of the Year

The PLANADVISER Top 100 Retirement Plan Advisers list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in this year’s Top 100, they had to submit a completed entry to the 2017 Retirement Plan Adviser Survey, which was fielded this past September. A sub-segment of the questions was used to determine eligibility for the Top 100. From the Top 100, PLANADVISER chooses finalists for Retirement Plan Adviser of the Year in four categories. Additional information is collected about each finalist via a questionnaire and interview. Based on the submitted information, PLANADVISER chooses the winners.