2017 NAPA Top DC (Defined Contribution) Advisor Firms
Plan Spon
sor Consultants is proud to announce that we have been selected by NAPA (National Association of Plan Advisors) as one of the Top Defined Contribution Advisor Firms.
Our congratulations go out to the other firms named as well.
The full list can be viewed here.
LPL Retirement Partners Conference
Left to Right: Lee Applebaum, Emilie Applebaum, Terry Anderson, Sharon Ciullo, Mike Kane, Scott Ciullo, Margaret Kane
August Top Advisor by Participant Outcomes (TAPO)
401k Specialist Magazine has recognized our founder, Mike Kane, as their Top Advisor by Participant Outcomes for August 2017. 401k Specialists’ write-up can be found here.
Congratulations Mike.
CEFEX Certification – What Does It Mean?
Our Tool Suite with LPL Retirement Partners has been certified by Centre for Fiduciary Excellence (CEFEX) for Investment Support Services.
For more about what this means, check out this video by CEFEX.
2017 PLANSPONSOR Retirement Plan Adviser Team of the Year Finalist
Plan Sponsor Consultants is honored to be 2017 PLANSPONSOR Retirement Plan Adviser Large Team of the Year Finalist
2017 PLANADVISER Top 100 Retirement Plan Advisers
Plan sponsor Consultants is honored to be included in the 2017 Top 100 Retirement Plan Advisors by PlanAdvisor Magazine. The list can be viewed here.
2017 Plan Sponsor of the Year Finalist
Congratulations to National Account Service Company, LLC., a Plan Sponsor Consultants client! NASCO was named a finalist for the Plan Sponsor of the Year award by PlanSponsor Magazine.
More about this recognition can be read here:
NAPA Top Women Advisors
Congratulations Addie and Terry who were both named to NAPA’s Top Women Advisors List for 2016. Addie was named in the Captain’s category, and Terry was recognized in the All-Star category. More about this recognition can be read here.
2016 Financial Times 401 Top Retirement Advisors
Plan Sponsor Consultants congratulates two of our of Team Members: Scott Ciullo and Mike Kane for being named to the 2016 edition of the Financial Times 401 Top Retirement Plan Advisers!
Congratulations Mike and Scott!
PSC Blog
The Plan Sponsor Consultants blog has been named by Credit Donkey as a Best Retirement Planning Blog for 2017.
http://www.creditdonkey.com/retirement-planning-blogs.html
Plan Sponsor Consultants Case Study
Plan Sponsor Consultants is honored to have been involved in a case study published by the Retirement Advisor Council. The Case Study can be found on the Retirement Advisor Council Website Here, and under In The Press.
2016 PLANADVISOR Top 100 Retirement Plan Advisors.
Plan Sponsor Consultants is pleased to announce it has been named as one of the 2016 PLANADVISER Top 100 Retirement Plan Advisers. We were named in the Small Team Segment. Congratulations to all of this year’s Top 100. 2016 PLANADVISER Top 100 Press Release
CPFAs
Congratulations to 4 members of the Plan Sponsor Consultants team who received their Certified Plan Fiduciary Advisor (CPFA) designations. The CPFA is sponsored by ASPPA/NAPA
Congratulations to Terry Anderson, Lee Applebaum, Addie George, and Mike Kane!
New Fiduciary Rule
We know that many of you have your eyes on the new fiduciary rule, which has just been finalized. We want to assure you that we have our eyes on this and find it important as well.
Our Executive Vice President, Terry Anderson, was present at the DoL Announcement today at the Center for American Progress.
Part 1:
Part 2:
Plan Sponsor Consultants: Video Debut
We debuted our new video yesterday at our Financial Wellness Luncheon and are excited to present it to everyone else today! Check it out here and look for more to come!
January 2016 Event:
Plan Sponsor Consultants Offers Financial Wellness:
Alan Greenspan, the former Federal Reserve Chairman is quoted as saying, “The Number One Problem in Today’s Generation and our economy is Financial Literacy.”
Plan Sponsor Consultants, in conjunction with LPL Financial, is pleased to announce our new Financial Wellness Benefit, which is being offered to plan clients. Financial Wellness addresses Financial Literacy, as well as the one element that is missing in Physical/Health wellness programs: Financial Stress. Financial Wellness + Health Wellness can provide Employee Well Being.
To learn more, click on our Services tab.
SHRM Re-Certification Provider
Plan Sponsor Consultants is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. For more information about certification or recertification, please visit www.shrmcertification.org
MVP: NAPA Top Women Advisors
Congratulations to our very own Terry Anderson who was named one of NAPA’s Top Women’s Advisors.
Congratulations Terry!!
LPL Retirement Partners Symposium
A majority of our advisors attended the LPL Retirement Partners Symposium East in Savannah, GA this week. It was another great opportunity to come together as a team and share best practices with our team and other LPL advisors. Look for some new enhancements and marketing coming soon to Plan Sponsor Consultants.
Congratulations Terry Anderson
Plan Sponsor Consultants congratulates Terry Anderson on her new designation of Accredited Investment Fiduciary Analyst (AIFA) and new appointment as a Centre for Fiducary Excellence (CEFEX) Analyst.
March 2015: Update Brochure
We have updated our brochure with our new offices and advisors as well as updating our awards and including our financial wellness benefit. See the updated brochure here.
2015 Plan Sponsor Consultants Annual Meeting
Plan Sponsor Consultants gathered in February for our 2015 team meeting. Our annual meeting brings our team from across the country together to share ideas, best practices, etc.
January 2015: Terry Anderson
Plan Sponsor Consultants welcomes our newest member to the team, Terry Anderson, as Executive Vice President in our Gaithersburg, MD Office. Terry will head up our Virginia/Maryland/DC territory. Welcome to the team Terry!
April 2014: Breakfast with Benefits
Plan Sponsor Consultants is excited to announce our next Breakfast with Benefits to be held on April 24th, 2014. This will be our 5th Annual Brightscope Event with co-founder Mike Alfred. For more information and to RSVP, please visit our events page! We hope to see you there.
September 2013: Carl Dekle
Plan Sponsor Consultants welcomes our newest member to the team, Carl Dekle, Sr Vice President in our Mobile, AL office.
March 2013: ASPPA/NAPA Award
Plan Sponsor Consultants is excited to be one of three finalists for the NAPA/ASPPA 401K Leadership award for 2013. Congratulations go out to Jania Stout and her team at Fiduciary Consulting Group for their win in 2013.