What Makes Us Unique?


We like to break up our differentiation into 4 key areas. Our Team, Our Awards, Our RFP and Tools, and Our Financial Wellness Focus

Team Credentials

  • Over 20 years average retirement experience
  • 100% of team members have advanced degrees or designations
  • Our team members represent all of the profession designations listed below:
    • AIFA, CEBS, CFP, CFS, CLU, ChFC, CPA (inactive), CPFA, CRPC
  • Our team also includes multiple Centre for Fiduciary Excellence (CEFEX) analysts.

Team Awards

  • 2017 PLANSPONSOR Advisor Team of the Year Finalist
  • 2017 & 2016 PLANADVISER Top 100 Retirement Plan Advisers
  • 2013 Finalist for the ASPPA/NAPA 401K Leadership Award
  • 2010 Finalist for PLANSPONSOR magazine‚Äôs Retirement Adviser Team of the Year Award

Proprietary RFP and Tools

  • We have developed and maintain a proprietary RFP of Record-keepers that focuses on their ability to assist plan sponsors in complying with the 22 Prudent Fiduciary Practices that comprise a Global Standard of Fiduciary Excellence.
  • We have a legal review on this RFP by the Wagner Law Group.

Financial Wellness Focus

  • Research shows that overwhelming amounts of the workforce are dealing with financial stress
  • Financial Stress impacts not only the employees, but the employer as well.
  • Consequently, Plan Sponsor Consultants has a strong focus on Financial Wellness for their plans.