Consistently striving to improve America’s retirement readiness, Washington Financial Group is honored to announce that we have been named the 2017 PLANSPONSOR Retirement Plan Adviser of the Year in the Small Team category.
“All of us at Washington Financial Group would like to extend an extra special THANK YOU to our clients – it’s their commitment to helping their employees that makes everything possible,” said Joseph F. DeNoyior, Managing Partner.
To be eligible for the PLANSPONSOR Retirement Plan Adviser of the Year, advisers had to meet several qualification criteria such as 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.
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.
At Washington Financial Group, we are committed to outcomes-based results and encourage our 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.
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.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Global Retirement Partners, LLC (GRP) a registered investment advisor. GRP, LPL Financial, and Washington Financial Group are separate non-affiliated entities.