Rebecca Moore

1 month ago | planadviser.com | Rebecca Moore

PLANADVISER is pleased to open the nomination period for the second annual class of Emerging Leaders, highlighting the next generation of leaders in retirement plan advisement. The PLANADVISER Emerging Leaders recognition is awarded to those who have worked in the retirement plan advisory industry for at least three years, but no more than 15—whether the person focuses on advising, operations, client relations, data, participant education or some other piece of the business.

1 month ago | planadviser.com | Rebecca Moore

PLANADVISER is pleased to open the nomination period for our inaugural Excellence in Operations award, looking for the retirement plan advisory firm leaders who “make the practices run” and support the advisers who are the faces at the forefront of the industry. The Excellence in Operations recognition is for more senior, non-adviser operations staff.

Feb 18, 2025 | ai-cio.com | Rebecca Moore

CIO annually recognizes asset managers and service providers that have truly and reliably enhanced their clients' portfolios. If you work for a firm that provides asset management or other services to institutional investors, and your firm has introduced an innovative product, service or strategy in the past two years, you may apply for the 2025 Industry Innovation Awards - Asset Management & Servicing here. A PDF of the application, to view before filling out, is here.

Oct 31, 2024 | planadviser.com | Rebecca Moore

PLANADVISER is asking for your help in identifying the best retirement plan advisers in the country. If you work with or know of a great plan adviser or plan adviser team, please help us recognize the best in the business. Nominations for the 2025 PLANADVISER Retirement Plan Adviser of the Year awards are now being accepted in seven categories: Plan Sponsor Service: Nominate individuals only.

Nov 30, 2023 | plansponsor.com | Rebecca Moore

Government-sponsored retirement plans are not subject to the Employee Retirement Income Security Act, but they must consider how state laws affect plan administration. In some cases, this means automatic enrollment into a defined contribution plan is not allowed. Even if auto-enrollment is allowed by a state, sometimes it takes a good argument to get all stakeholders to agree to implement it.