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aggregated for the tables that follow
the retirement plan adviser plays an increasingly vital role for plan sponsor clients
The 2025 PLANSPONSOR Best in Class DC Plan Provider Standouts Gold: Plan Assets $5MM–$25MM
Logo: 2025 PLANADVISER Retirement Plan Adviser Of The Year_ Inclusivity and Career Development CIO (Consisting of 7 pages)The 2025 PLANADVISER Retirement Plan Adviser Of The Year hi res logo for Inclusivity and Career Development. 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.