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were accepted for the survey from February 8 to March 16
The 2024 PLANSPONSOR DC Standout Bronze: Plan Assets >$25MM–$50MM
compensation and client service strategies is available in the 2020 PLANADVISER Practice Management/Benchmarking Survey
The 2026 PLANSPONSOR Best in Class DC Plan Provider Standouts - Gold
The 2025 PLANSPONSOR Service Star Awards program recognizes the retirement plan account representatives and relationship managers who
Logo: 2025 PLANADVISER Top Retirement Plan Advisers Include Plaque?:No were accepted for the surveyLogo for marketing use for the 2025 PLANADVISER Top Retirement Plan Advisers. All Sales are Final. Note: Disclosure statements are included with all logos associated with retirement advisers. Purchasing the hi res logo grants the purchaser full license to use the logo in all marketing on all platforms in perpetuity. However, the rights are not transferable.