2016 PLANSPONSOR/PLANADVISER Awards for Excellence Dinner

PLANSPONSOR Plan Sponsors of the Year Finalists
PLANSPONSOR Retirement Plan Advisers of the Year Finalists

Corporate 401(k) <$15MM

  • RL Worth & Associates LTD Profit Sharing Plan San Antonio, Texas Winner
  • Dupuy Storage & Forwarding LLC New Orleans, Louisiana
  • Suburban Steel Supply Co. Gahanna, Ohio

Corporate 401(k) $15MM - <$25MM

  • National Cattlemen's Beef Association Centennial, Colorado Winner
  • Bank Midwest Spirit Lake, Iowa
  • Walsh Duffield Companies, Inc. Buffalo, New York

Corporate 401(k) $25MM - <$50MM

  • OSG USA, Inc. Glendale Heights, Illinois Winner
  • Air Wisconsin Airlines Corporation Appleton, Wisconsin
  • Members 1st Federal Credit Union Mechanicsburg, Pennsylvania
  • Midland Cogeneration Venture Midland, Michigan
  • Wayne Fueling Systems LLC Austin, Texas

CORPORATE 401(K) $50MM - <$200MM

  • Dawn Food Products Jackson, Michigan Winner
  • Dealertrack Lake Success, New York
  • Medical Associate of Northwest Arkansas, P.A. Fayetteville, Arkansas
  • North American Stainless Ghent, Kentucky

CORPORATE 401(K) $200MM-$1B

  • CGB Enterprises/ Zen-Noh Grain Mandeville, Louisiana Winner
  • MDU Resources Group, Inc. Bismarck, North Dakota

CORPORATE 401(K) >$1B

  • Liberty Mutual Insurance Company Boston, Massachusetts
  • Sandia Corporation Albuquerque, New Mexico

PUBLIC DC

  • City of Baltimore Baltimore, Maryland Winner
  • Fulton County, Georgia Atlanta, Georgia

403(B)

  • Mental Health Cooperative, Inc. Nashville, Tennessee Winner
  • Ann & Robert H. Lurie Children's Hospital of Chicago Chicago, Illinois
  • DePauw University Greencastle, Indiana
  • University of Pittsburgh Pittsburgh, Pennsylvania

TOTAL RETIREMENT OFFERING

  • Pipe Trades Services MN Saint Paul, Minnesota Winner
  • Griffith Laboratories, Inc Alsip, Illinois

Standouts

  • Illinois Municipal Retirement Fund (Public DB) Oak Brook, Illinois
  • America First Credit Union (Corporate DB) Riverdale, Utah

Individual

  • Jania Stout Fiduciary Plan Advisors Phoenix, Maryland Winner
  • Dan Peluse Wintrust Wealth Management Chicago, Illinois
  • Mark D. Ray Praxis Consulting Sacramento, California
  • Tom Reese Conrad Siegel Actuaries Harrisburg, Pennsylvania
  • Joshua Ulmer SeaPort Group at Morgan Stanley Portland, Oregon

Small Team

  • The Catanella Institutional Consulting Team of UBS Philadelphia, Pennsylvania Winner
  • AFS 401(k) Retirement Services Bethesda, Maryland
  • The Beacon Group of Morgan Stanley Jenkintown, Pennsylvania
  • Compass Financial Partners Greensboro, North Carolina
  • Graystone Consulting | Cincinnati, Morgan Stanley Cincinnati, Ohio
  • The Kieckhefer Group Brookfield, Wisconsin
  • MHK Retirement Partners Middleton, Wisconsin
  • The Parks Group, Graystone Consulting, Morgan Stanley Milwaukee, Wisconsin

Large Team

  • Newport Capital Group Red Bank, New Jersey Winner
  • Francis Investment Counsel Brookfield, Wisconsin
  • Graystone - Cleveland/Pittsburgh Morgan Stanley Hudson, Ohio
  • Pension Consultants,Inc. Springfield, Missouri
  • Spectrum Investment Advisors, Inc. Mequon, Wisconsin

Mega Team

  • Alliance Benefit Group Financial Services, Corp. Albert Lea, Minnesota Winner
  • Pension Architects Los Angeles, California

Sponsorship Information

Katie Bacon | 203-595-3184 |

General Information

Carol Popkins | 203-461-0985 |