2025 Service Stars

The PLANSPONSOR Service Stars program recognizes recordkeeping staff who provide exemplary service to plan sponsor clients.

The PLANSPONSOR Service Star Awards program recognizes the retirement plan account representatives and relationship managers who, according to their plan sponsor clients, have demonstrated exemplary service.

Plan sponsors responding to the PLANSPONSOR Defined Contribution Survey single out their recordkeeper representatives by name and give specific examples of why they should be recognized. The PLANSPONSOR Strategy and Operations group reviews nominations and plan sponsor comments to select winners. Service Stars are chosen for their excellence in a range of service areas.

For the 2025 awards, 427 DC Survey respondents nominated individual client service representatives or client service teams. The 2025 PLANSPONSOR Service Star recipients will be recognized at the Excellence in Retirement Awards during the 2025 PLANSPONSOR National Conference in June.


PLANSPONSOR Service Stars

Derived from the PLANSPONSOR Defined Contribution Survey

Recipients Announced: March
Recipients recognized at the Excellence in Retirement Awards at the PLANSPONSOR National Conference

To receive invitations and reminders for the PLANSPONSOR Service Stars, click here.

SCROLL DOWN TO SEE PROFILES

Individual

  • Tom Danielewicz
    Correll Co.
    Director
  • Jeannine Delgado
    Bank of America
    Vice President, Client Service Team Manager
  • John Donohue
    Milliman
    DC Consultant and Relationship Manager
  • Brian Plunkett
    Ascensus
    Senior Retirement Service Consultant
  • Jennifer Recker
    Transamerica Retirement Solutions
    Account Manager
  • Scott Taylor
    Empower
    State Director
  • Brad Untiedt
    Schwab Retirement Plan Services
    Relationship Manager
  • Carly Wong
    John Hancock
    Client Account Manager

Team

  • From Principal Financial Group
    John Norquist
    Senior Client Service Manager
    Dana Ware
    Senior Relationship Director
  • From Nationwide
    Matt Gayman
    Program Director
    Ninoska Metcalfe
    Senior Retirement Specialist
  • From T. Rowe Price
    Natasha Grant
    Client Services/Client Account Manager
    Robert Rooks
    Client Services/Relationship Manager
  • From The Standard
    Michael Akan
    Account Manager II
    Kira Mostad
    Relationship Manager
  • From Voya Financial
    Kevin Malley
    Relationship Manager
    Timothy St. Andrew
    Senior Plan Manager
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