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Two Partner Firms Win ‘Plan Adviser of the Year’

Two Resources' Partner firms win 2019 PLANSPONSOR Retirement Plan Adviser of the Year.

The advisers were honored at the annual PLANSPONSOR/PLANADVISER Excellence in Retirement Awards dinner on March 28. See a list of  2019 winners here.

Additionally, two Resources' Partner firms were 2019 finalists for the award:

According to PLANSPONSOR, the 2019  finalists have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. See full list of 2019 finalists. 

To qualify as a finalist, advisers were selected using a qualitative and quantitative methodology. Advisers that are selected as finalists must have a significant majority of business revenue derived from employer-sponsored retirement plans; serve as a fiduciary; have regular service delivery and client contact; and be committed to fee-based compensation.

The advisers who rise to the top in this awards program are evaluated based on their use of specific outcome-based metrics of plan success with clients, and recognized client progress toward those metrics. These finalists are also those embracing the trend of offering financial wellness and encouraging clients to use the best of automated plan designs, following trends the industry considers best practices currently, and implementing future best practices ahead of the curve.

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