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

Industry Leader
Awards2024
Vision Awards
DCIIA
The Defined Contribution Institutional
Investment Association was
founded in 2010 with the goal of
fostering dialogue among the leaders of the defined contribution community
who are passionate about improving the retirement security of American workers.
The organization started with 42 industry firm members and has since grown
to more than 180 organizations, including some of the country's largest plan
advisories, recordkeepers, asset managers and think tanks. Over the course of
its 14 years, DCIIA and its Retirement Research Institute have been influential in
shaping policy, insights and best practices to improve retirement outcomes for
tens of millions of Americans.
Jim O'Shaughnessy
President of Retirement and Private Wealth at HUB International Retirement
and Wealth Management, and founder of the Kohler Conference
Jim O'Shaughnessy launched his own advisory firm, Sheridan
Road Financial, in 2005. He saw a need for collaboration
in the retirement plan industry. Although advisories, recordkeepers,
asset managers and others in the space were often
in competition for business, they were also working together
toward a better and more robust retirement savings for everyone
in the U.S. O'Shaughnessy started an annual event in
Kohler, Wisconsin-called the Kohler Conference-for industry
players to get together, share ideas, debate and get to know
each other better, which continues today as the Advisor Institute Summit, organized
by DCIIA. Today, industry collaboration and partnerships are more the norm than the
exception, with the Kohler Conference no doubt a catalyst for some of the work and
relationships that have transpired since its inception.
8 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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