WFG Named 2017 PLANSPONSOR Retirement Plan Adviser Small Team of the Year

Posted on March 31, 2017 by

Washington Financial Group is pleased to announce that we have been named the 2017 PLANSPONSOR Retirement Plan Adviser of the Year in the Small Team category.

The 2017 PLANSPONSOR Retirement Plan Adviser of the Year winners have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants.

To be eligible, advisers had to meet the following minimum criteria: have a significant majority of business revenue derived from employer-sponsored retirement plans; serve as a fiduciary; have regular service delivery and client contact; be committed to fee-based compensation; and use specific outcome-based metrics of plan success with clients, with recognized client progress toward those metrics.

Web:

2017 PLANSPONSOR Retirement Plan Adviser of the Year Winners

2017 PLANSPONSOR Retirement Plan Adviser Small Team of the Year – WFG

PDF:

2017 PLANSPONSOR Retirement Plan Adviser of the Year Winners

2017 PLANSPONSOR Retirement Plan Adviser Small Team of the Year – WFG

 

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