WFG Named a Finalist for the 2017 PLANSPONSOR Retirement Plan Adviser of the Year Award

Posted on March 29, 2017 by

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

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

To be eligible to be a finalist, 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.

The 2017 PLANSPONSOR Retirement Plan Adviser of the Year finalists across all four categories are available online.

The advisers will also be honored at the annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner on March 30 where the winners will be announced. Please visit the event page for more information.

 

 


The PLANSPONSOR Retirement Plan Adviser of the Year includes winners across four categories: individual, small team, large team and mega team. Judges look for advisory practices that employ industry best practices across a number of areas, including the implementation of auto enrollment, auto escalation and re-enrollment, especially at higher levels than the industry norms. Advisers that are successful in the award program need to demonstrate a commitment to outcomes-based measurement and encourage plan sponsor clients to create plans not that are just in the best interest of the company but are in the best interest of participants. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANSPONSOR in exchange for the Retirement Plan Adviser of the Year award.

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