PLANADVISER Industry Leader Awards 2024 - 5/8 Event - 2

Industry Leader
Awards2024
Welcome to the third annual PLANADVISER Industry Leader Awards dinner
and celebration!
Underlying most of what we do is this truth: The road to financial security
for many Americans is mostly paved with employer retirement plans. Advisers
and consultants continue to play a pivotal role in helping employers frame
their retirement and financial wellness programs and in encouraging
American employees to work toward their retirement goals.
The PLANADVISER community is closely interwoven and supportive. The
investment managers and recordkeepers who receive awards tonight will
do so because they've been selected and ranked as best by advisers; further,
many of our 2024 finalists were nominated by their peers-leading asset
managers or recordkeepers. Tonight, we also acknowledge many advisers
who are doing the hard work of growing this advisory industry and improving
the external perception of the work being done.
We at PLANADVISER and ISS STOXX congratulate and thank the many
retirement plan advisers, recordkeepers and investment managers-the
Industry Leaders-showcased this evening. We are privileged to recognize
all you do and to be a partner in your efforts.
Our industry remains under constant scrutiny-and pressure to provide
a secure retirement for all American workers. There will be no shortage of
challenges ahead, but those can wait until tomorrow. Tonight, we celebrate!
With my best regards,
Alison Cooke Mintzer
Publisher, PLANADVISER
2 May 8 2024 planadviser Industry Leader Awards 2024

PLANADVISER Industry Leader Awards 2024 - 5/8 Event

Table of Contents for the Digital Edition of PLANADVISER Industry Leader Awards 2024 - 5/8 Event

PLANADVISER Adviser Choice Awards
2024 Vision Awards: DCIIA
2024 Vision Awards: Jim O'Shaughnessy
Advisers Giving Back
Retirement Plan Adviser of the Year Finalists
Retirement Plan Adviser of the Year Finalists
Retirement Plan Adviser of the Year Finalists
'A Special Thank You to Our Advisory Board Members and Judges
'Special Thanks to Our Supporters
PLANADVISER Industry Leader Awards 2024 - 5/8 Event - 1
PLANADVISER Industry Leader Awards 2024 - 5/8 Event - 2
PLANADVISER Industry Leader Awards 2024 - 5/8 Event - 3
PLANADVISER Industry Leader Awards 2024 - 5/8 Event - 4
PLANADVISER Industry Leader Awards 2024 - 5/8 Event - 5
PLANADVISER Industry Leader Awards 2024 - 5/8 Event - PLANADVISER Adviser Choice Awards
PLANADVISER Industry Leader Awards 2024 - 5/8 Event - 7
PLANADVISER Industry Leader Awards 2024 - 5/8 Event - 2024 Vision Awards: Jim O'Shaughnessy
PLANADVISER Industry Leader Awards 2024 - 5/8 Event - 9
PLANADVISER Industry Leader Awards 2024 - 5/8 Event - Advisers Giving Back
PLANADVISER Industry Leader Awards 2024 - 5/8 Event - 11
PLANADVISER Industry Leader Awards 2024 - 5/8 Event - Retirement Plan Adviser of the Year Finalists
PLANADVISER Industry Leader Awards 2024 - 5/8 Event - Retirement Plan Adviser of the Year Finalists
PLANADVISER Industry Leader Awards 2024 - 5/8 Event - Retirement Plan Adviser of the Year Finalists
PLANADVISER Industry Leader Awards 2024 - 5/8 Event - 15
PLANADVISER Industry Leader Awards 2024 - 5/8 Event - 'A Special Thank You to Our Advisory Board Members and Judges
PLANADVISER Industry Leader Awards 2024 - 5/8 Event - 'Special Thanks to Our Supporters
PLANADVISER Industry Leader Awards 2024 - 5/8 Event - 18
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