Plan Adviser of the Year Finalist logo The 2019 PLANSPONSOR Retirement Plan Adviser of the Year finalists have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. The list of finalists is separated into four categories: Individual Adviser, Small Team Adviser, Large Team Adviser, and Mega Team Adviser. Sentinel Pension Advisers is honored to be one of the two finalists in the Mega Team Adviser category.

The winners will be announced at the PLANSPONSOR + PLANADVISER Excellence in Retirement Awards in New York on March 28, 2019.

Sentinel Benefits & Financial Group and its affiliate Sentinel Pension Advisors (SPA) are not affiliated with PLANASPONSOR Magazine. SPA did not pay to be included in the survey. Nominations were solicited online from retirement plan advisers (however, self-nominations are not permitted), from their employers and/or broker/dealers (B/Ds) and from plan sponsors, as well as from working partners of these advisers, including investment vendors, accountants, attorneys and pension administrators. Nominated advisers had to accept the nomination and enter the process before the end of 2018. To officially enter the process, nominated advisers were required to provide various details about their practice and answer essay questions via an online form.