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Advisors work with a wide range of recordkeepers throughout completely different market segments, and in assist of plans of all sizes and complexities—so, which one(s) are the perfect? Time is operating out to weigh in!
Final yr, we launched the Advisors’ Selection award to acknowledge the nation’s finest recordkeepers—in 5 completely different market segments, throughout 13 completely different service classes. That stated, loads has occurred up to now yr—however the companies these establishments present are, if something, extra vital than ever.
Our second annual Advisors’ Selection recognition is underway—and we’re asking advisors (solely) to vote for the recordkeeper(s) that present you and your plan sponsor shoppers with the extent of assist and companies you deserve.
Under you can see hyperlinks to 5 main market segments—simply click on on the one(s) during which you focus your follow—and fee the supplier(s) you’re employed with. Please fee solely the capabilities of the agency(s) you’re employed with and their respective capabilities as being:
- “World class” service capabilities
- Useful
- Wants enchancment
Get began on the hyperlinks beneath:
Mega Market Plans (> $250 Million)
Massive Market Plans ($100 Million – $250 Million)
Mid-Market Plans ($10 Million – $100 Million)
Small Plans ($1 Million – $10 Million)
Micro Plans (Much less Than $1 Million)
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