PLANADVISER Industry Leader Awards - 5/3 Event - 2

Industry Leaders
Awards2022
Welcome to the inaugural PLANADVISER Industry Leaders Awards celebration!
Last year, we celebrated the 15th anniversary of the PLANADVISER brand. It was a
quiet celebration, being in the middle of a pandemic, so this year, we decided
to celebrate in a bigger way. Thank you for being here to join us!
In the inaugural issue of PLANADVISER, I wrote, " your role in helping employers-and,
ultimately, participants-make choices that are well-reasoned, prudent
and consistent with the requirements of ERISA [Employee Retirement Income
Security Act] is a vital service. With your help, more Americans will enjoy a secure
and dignified retirement. "
This is only truer today than it was then. The road to financial security for most
Americans is paved by employer-sponsored retirement programs (with some help
from payroll deferral and compounding). Advisers and consultants continue to play
a pivotal role in helping employers frame their retirement and financial wellness
benefits programs and encouraging thousands, if not millions, of American workers
to reach their retirement goals.
As we welcome you all here tonight, we find ourselves reflecting on our industry and
the work being done by all in this room and the institutions they represent-an elite
group of individuals and firms that do marvelous things every day without giving it
a second thought. Many things have changed in the retirement plan advisory
industry since we last met in person more than two years ago, and since we
launched PLANADVISER in 2006, but the dedication to retirement plan success and
participant financial security remains.
We at PLANADVISER and ISS offer our sincerest congratulations and thanks to the
retirement plan advisers, recordkeepers and investment managers-to all of the
industry leaders-being showcased this evening. We are privileged to be able to
recognize all you do and be a partner in your efforts.
Alison Cooke Mintzer, Publisher
PLANADVISER
2 May 3, 2022 ✴ planadviser Industry Leader Awards 2022

PLANADVISER Industry Leader Awards - 5/3 Event

Table of Contents for the Digital Edition of PLANADVISER Industry Leader Awards - 5/3 Event

PLANADVISER Adviser Choice Awards
2022 Vision Awards: WIPN
2022 Vision Awards: Bradford Campbell
Retirement Plan Adviser of the Year Finalists
Retirement Plan Adviser of the Year Finalists
Retirement Plan Adviser of the Year Finalists
Special Thanks to Our Supporters
PLANADVISER Industry Leader Awards - 5/3 Event - 1
PLANADVISER Industry Leader Awards - 5/3 Event - 2
PLANADVISER Industry Leader Awards - 5/3 Event - 3
PLANADVISER Industry Leader Awards - 5/3 Event - 4
PLANADVISER Industry Leader Awards - 5/3 Event - PLANADVISER Adviser Choice Awards
PLANADVISER Industry Leader Awards - 5/3 Event - 2022 Vision Awards: WIPN
PLANADVISER Industry Leader Awards - 5/3 Event - 2022 Vision Awards: Bradford Campbell
PLANADVISER Industry Leader Awards - 5/3 Event - Retirement Plan Adviser of the Year Finalists
PLANADVISER Industry Leader Awards - 5/3 Event - Retirement Plan Adviser of the Year Finalists
PLANADVISER Industry Leader Awards - 5/3 Event - Retirement Plan Adviser of the Year Finalists
PLANADVISER Industry Leader Awards - 5/3 Event - 11
PLANADVISER Industry Leader Awards - 5/3 Event - Special Thanks to Our Supporters
PLANADVISER Industry Leader Awards - 5/3 Event - 13
PLANADVISER Industry Leader Awards - 5/3 Event - 14
https://www.planadviserdigital.com/planadviser/winter_2023
https://www.planadviserdigital.com/planadviser/fall_2023
https://www.planadviserdigital.com/planadviser/summer_2023
https://www.planadviserdigital.com/planadviser/industryleader_2023
https://www.planadviserdigital.com/planadviser/spring_2023
https://www.planadviserdigital.com/planadviser/november_december_2022
https://www.planadviserdigital.com/planadviser/september_october_2022
https://www.planadviserdigital.com/planadviser/july_august_2022
https://www.planadviserdigital.com/planadviser/may_june_2022
https://www.planadviserdigital.com/planadviser/industry_leader_awards_2022
https://www.planadviserdigital.com/planadviser/march_april_2022
https://www.planadviserdigital.com/planadviser/january_february_2022
https://www.planadviserdigital.com/planadviser/november_december_2021
https://www.planadviserdigital.com/planadviser/september_october_2021
https://www.planadviserdigital.com/planadviser/july_august_2021
https://www.planadviserdigital.com/planadviser/may_june_2021
https://www.planadviserdigital.com/planadviser/march_april_2021
https://www.planadviserdigital.com/planadviser/january_february_2021
https://www.planadviserdigital.com/planadviser/november_december_2020
https://www.planadviserdigital.com/planadviser/september_october_2020
https://www.planadviserdigital.com/planadviser/july_august_2020
https://www.planadviserdigital.com/planadviser/may_june_2020
https://www.planadviserdigital.com/planadviser/march_april_2020
https://www.planadviserdigital.com/planadviser/january_february_2020
https://www.planadviserdigital.com/planadviser/november_december_2019
https://www.planadviserdigital.com/planadviser/september_october_2019
https://www.planadviserdigital.com/planadviser/july_august_2019
https://www.planadviserdigital.com/planadviser/may_june_2019
https://www.planadviserdigital.com/planadviser/march_april_2019
https://www.planadviserdigital.com/planadviser/january_february_2019
https://www.planadviserdigital.com/planadviser/november_december_2018
https://www.planadviserdigital.com/planadviser/september_october_2018
https://www.planadviserdigital.com/planadviser/july_august_2018
https://www.planadviserdigital.com/planadviser/may_june_2018
https://www.planadviserdigital.com/planadviser/march_april_2018
https://www.planadviserdigital.com/planadviser/january_february_2018
https://www.planadviserdigital.com/planadviser/november_december_2017
https://www.planadviserdigital.com/planadviser/september_october_2017
https://www.planadviserdigital.com/planadviser/july_august_2017
https://www.nxtbookmedia.com