PLANADVISER - November/December 2020 - 26

winners' circle
Retirement-Plus
For these versatile past Advisers of the Year, the plan is just the beginning
I
n each issue this year, we have talked with past PLANSPONSOR
Retirement Plan Advisers of
the Year to
gather their opinions on various practice and industry
topics. The COVID-19 pandemic and new legislation have
highlighted the importance of financial wellness strategies,
saving for health care and broadening retirement
plan coverage-topics beyond a table stakes discussion of
defined contribution (DC) plans.
The three retirement advisers interviewed here-Troy
Hammond of Pensionmark Financial Group, Jania Stout
of Fiduciary Plan Advisors at High Tower and Domenic
DiPiero of the Newport Capital Group-discuss how their
firm tackles these subject areas.
Troy Hammond: It's been eight years since we won the award,
and the industry has evolved tremendously since then. There
are two main differences in the services we deliver today
versus then. The first involves participant outcomes. In 2013,
our financial wellness program was focused on education and
engagement. Pensionmark has expanded to a full range of
participant services, from basic planning to advice, managed
portfolios and financial coaching. We can help participants
with questions well beyond just their retirement plan.
The second change concerns outsourcing sponsor responPLANADVISER:
How have your firm's offerings evolved since
you were a Retirement Plan Adviser of the Year?
26 | planadviser.com November-December 2020
Art by Lior Hizgilov
http://www.planadviser.com

PLANADVISER - November/December 2020

Table of Contents for the Digital Edition of PLANADVISER - November/December 2020

Value Judgement
2020 PLANADVISER Practice Benchmarking Survey
Retirement-Plus
Client Onboarding
Expanding Plan Access
Sequence of Return Risk
The DOL's Latest Proposed PTE
Are You a QPAM?
PLANADVISER - November/December 2020 - Cover1
PLANADVISER - November/December 2020 - Cover2
PLANADVISER - November/December 2020 - 1
PLANADVISER - November/December 2020 - 2
PLANADVISER - November/December 2020 - 3
PLANADVISER - November/December 2020 - 4
PLANADVISER - November/December 2020 - 5
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PLANADVISER - November/December 2020 - 11
PLANADVISER - November/December 2020 - 12
PLANADVISER - November/December 2020 - 13
PLANADVISER - November/December 2020 - Value Judgement
PLANADVISER - November/December 2020 - 15
PLANADVISER - November/December 2020 - 16
PLANADVISER - November/December 2020 - 17
PLANADVISER - November/December 2020 - 2020 PLANADVISER Practice Benchmarking Survey
PLANADVISER - November/December 2020 - 19
PLANADVISER - November/December 2020 - 20
PLANADVISER - November/December 2020 - 21
PLANADVISER - November/December 2020 - 22
PLANADVISER - November/December 2020 - 23
PLANADVISER - November/December 2020 - 24
PLANADVISER - November/December 2020 - 25
PLANADVISER - November/December 2020 - Retirement-Plus
PLANADVISER - November/December 2020 - 27
PLANADVISER - November/December 2020 - 28
PLANADVISER - November/December 2020 - 29
PLANADVISER - November/December 2020 - Client Onboarding
PLANADVISER - November/December 2020 - 31
PLANADVISER - November/December 2020 - Expanding Plan Access
PLANADVISER - November/December 2020 - 33
PLANADVISER - November/December 2020 - Sequence of Return Risk
PLANADVISER - November/December 2020 - 35
PLANADVISER - November/December 2020 - 36
PLANADVISER - November/December 2020 - 37
PLANADVISER - November/December 2020 - The DOL's Latest Proposed PTE
PLANADVISER - November/December 2020 - Are You a QPAM?
PLANADVISER - November/December 2020 - 40
PLANADVISER - November/December 2020 - Cover3
PLANADVISER - November/December 2020 - Cover4
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https://www.planadviserdigital.com/planadviser/november_december_2018
https://www.planadviserdigital.com/planadviser/september_october_2018
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https://www.planadviserdigital.com/planadviser/may_june_2018
https://www.planadviserdigital.com/planadviser/march_april_2018
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https://www.planadviserdigital.com/planadviser/september_october_2017
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