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The 2022 CIO of the Year logo
The 2024 RPAY Winner hi-res logo for Plan Participant Service
The desk plaque for the 2026 PLANADVISER Vision Awards Platinum Star Winner
the report includes findings from the 403(b) and NQDC market surveys
Hi-res logo for marketing use for the 2025 PLANADVISER Emerging Leaders
Logo: 2026 PLANADVISER Retirement Plan Adviser Of The Year - Inclusivity and Career Development Type:Winner The 2022 CIO of theThe 2026 PLANADVISER Retirement Plan Adviser Of The Year logo for Inclusivity and Career Development. All sales are final. Note: Disclosure statements are included with all logos associated with retirement advisers. Purchasing the hi res logo grants the purchaser full license to use the logo in all marketing on all platforms in perpetuity. However, the rights are not transferable.