The 2023 Retirement Plan Adviser of the Year winners were announced in six categories Wednesday night at the annual PLANADVISER Industry Leader Awards dinner in New York City.
The finalists, announced in April, were chosen from a pool of adviser applications from around the country. From there, winners submitted profiles of their work and were interviewed by a group of judges that included 2022’s winning advisers and advisory firms.
Plan Sponsor Service Winner: for innovation and dedication in the service of retirement plan sponsor clients, with a particular focus on the efficient and effective delivery of plan-level support.
Robert Massa and Qualified Plan Advisors (Houston, Texas)
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