2024 Service Stars

Four individuals and four teams from various recordkeeping providers have been selected as 2024 PLANSPONSOR Service Stars.

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.

Plan sponsors responding to the 2023 PLANSPONSOR Defined Contribution (DC) Survey—results of which were published as the 2023 PLANSPONSOR Best in Class DC Providers Survey and 2023 PLANSPONSOR DC Plan Benchmarking Survey—singled out their recordkeeper representatives by name and gave specific examples of why they were nominating them. The four individuals and four teams noted below were then selected by the PLANSPONSOR Strategy and Operations group, which reviewed the 353 nominations and plan sponsor comments. Service Stars are chosen for excellence in a range of service areas.

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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.

Individual

Ashley Malina

Charles Schwab
Director, Relationship Management
Darlene Laursen Medrano

Milliman
DC Client Relationship Manager – Employee Benefit Administration
Nate Overly

Ascensus
Client Relationship Manager
Christopher Tanaka

Voya Financial
Client Relations Manager

Team

From BOK Financial

Chesney Halbrook
Relationship Manager
Logan Armstrong
Account Manager
From Empower

Phil Behling
Senior Client Service Manager
Scott Snyder
Senior Relationship Manager
From Transamerica

Jill Waterbeck
Account Manager
Lori Ussery
Client Executive, Workplace Solutions
From T. Rowe Price

Lora Rosen
Client Administration Manager
Kim M. Ulacco
Sr. Retirement Plan Account Manager, Core Markets

View other Service Stars Winners:

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