Atlanta Retirement Partners Named a Finalist
Atlanta Retirement Partners Named a Finalist for the 2019 PLANSPONSOR Retirement Plan Adviser of the Year Award
ATLANTA, March 26, 2019 /PRNewswire-PRWeb/ -- Atlanta Retirement Partners is pleased to announce it has been named as one of the finalists for the 2019 PLANSPONSOR Retirement Plan Adviser of the Year award in the Small Team category.
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.
Finalists have been selected among four categories, based on the size of their offices. Individual adviser—meaning one adviser and support staff; small team—a group of two or more advisers and support staff, the total not exceeding 10; large team—a group of 11 through 35 advisers and support staff; and mega teams—36 or more team members in all.
To qualify as a finalist, advisers were selected using a qualitative and quantitative methodology. Advisers that are selected as finalists must have a significant majority of business revenue derived from employer-sponsored retirement plans; serve as a fiduciary; have regular service delivery and client contact; and be committed to fee-based compensation.
The advisers who rise to the top in this awards program are evaluated based on their use of specific outcome-based metrics of plan success with clients, and recognized client progress toward those metrics. These finalists are also those embracing the trend of offering financial wellness and encouraging clients to use the best of automated plan designs, following trends the industry considers best practices currently, and implementing future best practices ahead of the curve.
The 2019 PLANSPONSOR Retirement Plan Adviser of the Year finalists across all four categories are available online at https://www.planadviser.com/awards/2019-plansponsor-retirement-plan-adviser-year-finalists/.
The advisers will also be honored at the annual PLANSPONSOR/PLANADVISER Excellence in Retirement Awards dinner on March 28 where the winners will be announced. Please visit the event page for more information.
PLANSPONSOR and PLANADVISER
Through their magazines, websites, events and email newsletters, PLANSPONSOR and PLANADVISER, part of Institutional Investor Services, provide comprehensive industry news, regulatory and investment information, research and training to plan sponsors of employer-sponsored retirement plans and financial advisers who specialize in the sale, design and administration of institutional qualified and nonqualified retirement plans and executive compensation plans, including 401(k), defined benefit and deferred compensation plans. For more information, please visit http://www.plansponsor.com and http://www.planadviser.com.
SOURCE Atlanta Retirement Partners
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