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PLANSPONSOR Announces Finalists for Retirement Plan Adviser of the Year Awards
PLANSPONSOR has announced the finalists for its annual Retirement Plan Adviser and Adviser Team of the Year awards.
The finalists for the Retirement Plan Adviser of the Year are:
- Timothy Black, Mosse & Mosse Associates, Marlborough, Massachusetts
- L. Rita Fiumara, UBS Financial Services, Inc., Chicago, Illinois
- Jennifer San Fillippo, La Bri Group, Brookfield, Wisconsin
- Attila Toth, Portfolio Evaluations, Inc., Warren, New Jersey
- Rick Wedge, Northgate Benefits, an NRP member firm, Novato, California
The finalists for the Retirement Plan Adviser Team of the Year are:
- Lockton Dallas (David W. Altimont, Lucas M. Barton, Courtney Stroope, Erika Chavez), Dallas, Texas
- Michael M. Kane and Associates (Michael M. Kane, Addie Kane, Jeff Hale), Alpharetta, Georgia
- Plan Sponsor Advisors (Jennifer Flodin, Don Stone), Chicago, Illinois
- Precept RPS (Linda Bright, Doug Igel), Irvine, California
- The Prince Group (Douglas Prince, Brea Dantin, Deana Harmon), Indianapolis, Indiana
The winners will be announced at the annual PLANSPONSOR/PLANADVISER Awards Dinner on March 25, 2010, in New York City.
See the full article at plansponsor.com.
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