Thank you for your interest in being a PLANADVISER Top Retirement Plan Adviser! This year's list is limited to individual advisers. Any adviser who is a member of a team should supply their entry statistics as a fraction of their team’s figures. For example, an adviser on a five-adviser team that collectively advises on $1 billion might claim $200 million in AUA.
We will still be reviewing quantitative metrics, including AUA, percentage of revenue from retirement plan assets/types, and number of plans under advisement.
The 2023 form is open for entry through February 10.
Below are a few tips to help you efficiently complete the survey.
Your entry will be saved after you complete each page and you are able to stop and resume your entry later.
Individual advisers should complete this questionnaire on their own behalf based on their personal experience in working with their own clients.
There are no teams eligible for the 2023 PLANADVISER Top Retirement Plan Advisers, and therefore each individual should represent his or her own business in these answers.
If you have any questions or trouble while responding, please contact firstname.lastname@example.org.