PLANADVISER - March/April 2021 - 10

trends
The news that drives the retirement
plan adviser industry
'Game Changers' Reflect Progress
The evolution of our
Top 100 Advisers
list represents
the evolution of
the retirement
plan adviser
industry, which
has undergone
fundamental shifts
in business models
since PLANADVISER's
founding
WHO ARE THE " most successful " retirement
plan advisers? It's a question we have asked
since before the launch of PLANADVISER
magazine, in 2006, and for years before
debuting our Top 100 Retirement Plan
Advisers list, a decade ago.
At first, we recognized only individual
advisers in our awards and lists, but, based
on feedback from advisers themselves, we
soon broadened eligibility to include teams.
As those teams grew and expanded, we
added team sizes, including small, large and
mega or multioffice. It has been remarkable
to recognize how many incredibly
successful and excellent advisers have been
named over the years. However, in the last
few years, it has been increasingly difficult
to define and defend the word " team. "
Let us be clear: Our data collection
efforts, led by some of the best and brightest
analysts in the industry, remain highly
effective and informative. This is demonstrated
by
our annual
PLANADVISER
Retirement Plan Adviser Survey and its
related reports and publications, such as
the PLANADVISER Practice Benchmarking
and PLANADVISER Recordkeeper Services
surveys, which stand among the most
sought-after independent research reports
in the retirement adviser space.
As you may know, the Top 100 is drawn
from our Retirement Plan Adviser Survey,
based on an analytical process through
which we identify responding firms with
the most plans and assets under advisement
(AUA). This methodology has worked
effectively in the past, but, as we reflected
this year on the data and looked at how we
defined various
team categories-based
on number of advisers, support staff and
10 | planadviser.com March-April 2021 Art by Scott Bakal

http://www.planadviser.com

PLANADVISER - March/April 2021

Table of Contents for the Digital Edition of PLANADVISER - March/April 2021

A Season for Change
Through the Ages
Overcoming Obstacles
A Plan Feature Run Wild
Not Just Retirement Services
Take It Past the Limit
Lifetime Income Illustrations
Wanna Be a PPP?
PLANADVISER - March/April 2021 - Cover1
PLANADVISER - March/April 2021 - Cover2
PLANADVISER - March/April 2021 - 1
PLANADVISER - March/April 2021 - 2
PLANADVISER - March/April 2021 - 3
PLANADVISER - March/April 2021 - 4
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PLANADVISER - March/April 2021 - 9
PLANADVISER - March/April 2021 - 10
PLANADVISER - March/April 2021 - 11
PLANADVISER - March/April 2021 - 12
PLANADVISER - March/April 2021 - 13
PLANADVISER - March/April 2021 - 14
PLANADVISER - March/April 2021 - 15
PLANADVISER - March/April 2021 - A Season for Change
PLANADVISER - March/April 2021 - 17
PLANADVISER - March/April 2021 - 18
PLANADVISER - March/April 2021 - 19
PLANADVISER - March/April 2021 - Through the Ages
PLANADVISER - March/April 2021 - 21
PLANADVISER - March/April 2021 - 22
PLANADVISER - March/April 2021 - 23
PLANADVISER - March/April 2021 - 24
PLANADVISER - March/April 2021 - 25
PLANADVISER - March/April 2021 - Overcoming Obstacles
PLANADVISER - March/April 2021 - 27
PLANADVISER - March/April 2021 - 28
PLANADVISER - March/April 2021 - 29
PLANADVISER - March/April 2021 - A Plan Feature Run Wild
PLANADVISER - March/April 2021 - 31
PLANADVISER - March/April 2021 - 32
PLANADVISER - March/April 2021 - 33
PLANADVISER - March/April 2021 - Not Just Retirement Services
PLANADVISER - March/April 2021 - 35
PLANADVISER - March/April 2021 - Take It Past the Limit
PLANADVISER - March/April 2021 - 37
PLANADVISER - March/April 2021 - Lifetime Income Illustrations
PLANADVISER - March/April 2021 - Wanna Be a PPP?
PLANADVISER - March/April 2021 - 40
PLANADVISER - March/April 2021 - Cover3
PLANADVISER - March/April 2021 - Cover4
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https://www.planadviserdigital.com/planadviser/march_april_2019
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