PLANSPONSOR - April/May 2018 - 68

to
From
Introducing the
2018 individual
and team service
representatives
recognized for
exceeding
expectations in
their support of
plan sponsors
BEFORE selecting a new recordkeeper, plan sponsors need to gain a good understanding
of the processes and procedures that provider would bring to their plan. One
important piece is to meet with the team of plan specialists who would handle dayto-day
responsibilities and find out how supportive they would be if the unexpected
arises-as it often does.
The PLANSPONSOR Service Star awards program recognizes the retirement
plan account representatives and relationship managers who, in the words of their
plan sponsor clients, have demonstrated exemplary service. Sponsors taking the 2017
PLANSPONSOR Defined Contribution (DC) Survey singled out their reps by name
and gave specific reasons for why they were nominating them. The six individuals and
five teams profiled on the following pages were chosen by the PLANSPONSOR Surveys
and Research team, who reviewed the nominations and plan sponsor comments.
Service Stars are chosen for excellence, in a range of service areas, this year's
including tending software systems, unbundling plans, preparing for audits,
producing total rewards statements and creating education programs that make a
difference in participants' financial success. Although some of these tasks may sound
routine, the stories plan sponsors tell on the following pages are not. Many faced acute
circumstances that could have put their retirement plan in jeopardy.
It was great to meet the many Service Stars who were able to join us at the
PLANSPONSOR/PLANADVISER Awards for Excellence dinner in New York City in
March. It was an honor to congratulate them in person. -Judy Faust Hartnett
68 PLANSPONSOR.com April-May 2018
Art by Bill Mayer

http://www.PLANSPONSOR.com

PLANSPONSOR - April/May 2018

Table of Contents for the Digital Edition of PLANSPONSOR - April/May 2018

2018 Plan Sponsors of the Year
Plan Administration Guide, Part 1
From Strength to Strength
Finding the Best Course
Managed Accounts
Rising Costs
Taking Responsibility
PLANSPONSOR - April/May 2018 - C1
PLANSPONSOR - April/May 2018 - FC1
PLANSPONSOR - April/May 2018 - FC2
PLANSPONSOR - April/May 2018 - C2
PLANSPONSOR - April/May 2018 - 1
PLANSPONSOR - April/May 2018 - 2
PLANSPONSOR - April/May 2018 - 3
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PLANSPONSOR - April/May 2018 - 15
PLANSPONSOR - April/May 2018 - 2018 Plan Sponsors of the Year
PLANSPONSOR - April/May 2018 - 17
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PLANSPONSOR - April/May 2018 - 55
PLANSPONSOR - April/May 2018 - Plan Administration Guide, Part 1
PLANSPONSOR - April/May 2018 - 57
PLANSPONSOR - April/May 2018 - 58
PLANSPONSOR - April/May 2018 - 59
PLANSPONSOR - April/May 2018 - 60
PLANSPONSOR - April/May 2018 - 61
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PLANSPONSOR - April/May 2018 - 66
PLANSPONSOR - April/May 2018 - 67
PLANSPONSOR - April/May 2018 - From Strength to Strength
PLANSPONSOR - April/May 2018 - 69
PLANSPONSOR - April/May 2018 - 70
PLANSPONSOR - April/May 2018 - 71
PLANSPONSOR - April/May 2018 - 72
PLANSPONSOR - April/May 2018 - 73
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PLANSPONSOR - April/May 2018 - 76
PLANSPONSOR - April/May 2018 - 77
PLANSPONSOR - April/May 2018 - Finding the Best Course
PLANSPONSOR - April/May 2018 - 79
PLANSPONSOR - April/May 2018 - Managed Accounts
PLANSPONSOR - April/May 2018 - 81
PLANSPONSOR - April/May 2018 - Rising Costs
PLANSPONSOR - April/May 2018 - 83
PLANSPONSOR - April/May 2018 - Taking Responsibility
PLANSPONSOR - April/May 2018 - 85
PLANSPONSOR - April/May 2018 - 86
PLANSPONSOR - April/May 2018 - 87
PLANSPONSOR - April/May 2018 - 88
PLANSPONSOR - April/May 2018 - C3
PLANSPONSOR - April/May 2018 - C4
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