Invested

Awards & Accolades

PLANADVISER Top 100 Retirement Plan Advisers

2011, 2012, 2014, 2016

 

Retirement Plan Adviser Team of Year finalist

2011 - 2012

 

 

PLANADVISER'S Top 100 Retirement Plan Advisers: Selected based solely on quantitative factors, including plan assets and number of plans, as reported directly by nominees.

PLANSPONSOR Retirement Plan Advisor of the Year Finalist: Nominated by industry professionals and selected based on quantitative evaluation of service levels and feedback from plan sponsor clients. Advisors who have attained the PLANSPONSOR Retirement Professional Designation receive an automatic nomination.

401kWire's 300 Most Influential Advisors in Defined Contribution: Awarded to Michael Kozemchak. Based on reader votes, input from distributors and statistics about advisor practice gathered directly from nominees. Top Finalists represent 60 advisors who are all finalists for the four Top Advisor awards (one in each of four market segments: micro market (under $5 million plans); small market ($5 million to $15 million); mid-market ($15 million to $75 million); large market ($75 million and up).

 

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