PLANADVISER - Summer 2023 - 17

RSHIP In
PRACTICE
This year's PLANADVISER Industry Leader Awards
recognize outstanding plan advisers, and others,
who are making positive changes in this noisy market
ON MAY 10, PLANADVISER hosted its second annual
Industry Leader Awards dinner and celebration. The 2023
Retirement Plan Adviser of the Year winners were announced
in six categories at the event, in New York City.
Advisers from around the country submitted applications,
and the finalists were announced in April. These
advisers submitted profiles of their work and were interviewed
by a group of judges that included 2022's winning
advisers and advisory firms. Q&As with this year's winners,
by category, appear on the following pages.
There have been tremendous advancements in the retirement
plan industry in recent years, often inspired and driven
by visionaries and leaders in the field. Also at the dinner,
PLANADVISER presented its 2023 Vision Awards, celebrating
industry leaders who have propelled positive change
toward retirement saving and security for U.S. workers and
retirees. Additionally, we formally recognized this year's
PLANADVISER Adviser Choice winners and Top Retirement
Advisers, whom we had announced online, on March 1 and
March 29, respectively (see PLANADVISER.com/awards).
Vision Awards
This year, the winners of the Vision Award were the Certified
Financial Planner Board and Kelli Hueler, CEO and president
of Hueler Companies.
Certified Financial Planner Board
The Certified Financial Planner Board has historically been
one of the largest financial professional certification bodies
in the country, with over 95,000 financial workers, and one
of every three U.S. advisers, carrying the CFP certificate. The
board's ongoing commitment to fiduciary best practices,
Awards & Innovation | Summer 2023 | planadviser.com 17

http://www.PLANADVISER.com/awards http://www.planadviser.com

PLANADVISER - Summer 2023

Table of Contents for the Digital Edition of PLANADVISER - Summer 2023

Leadership in Practice
SECURE 2.0 Insecurities
The Need for NQDC Support
Advisers’ Huge Opportunity
Do 3(38)s Assume More Risk?
Match for Student Debtors
'The Question Stands
PLANADVISER - Summer 2023 - C1
PLANADVISER - Summer 2023 - C2
PLANADVISER - Summer 2023 - 1
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PLANADVISER - Summer 2023 - 15
PLANADVISER - Summer 2023 - Leadership in Practice
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PLANADVISER - Summer 2023 - 25
PLANADVISER - Summer 2023 - 26
PLANADVISER - Summer 2023 - 27
PLANADVISER - Summer 2023 - SECURE 2.0 Insecurities
PLANADVISER - Summer 2023 - 29
PLANADVISER - Summer 2023 - 30
PLANADVISER - Summer 2023 - 31
PLANADVISER - Summer 2023 - The Need for NQDC Support
PLANADVISER - Summer 2023 - 33
PLANADVISER - Summer 2023 - Advisers’ Huge Opportunity
PLANADVISER - Summer 2023 - Do 3(38)s Assume More Risk?
PLANADVISER - Summer 2023 - Match for Student Debtors
PLANADVISER - Summer 2023 - 37
PLANADVISER - Summer 2023 - 'The Question Stands
PLANADVISER - Summer 2023 - 39
PLANADVISER - Summer 2023 - 40
PLANADVISER - Summer 2023 - C3
PLANADVISER - Summer 2023 - C4
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
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