Financial Wellness Awards
The Retirement Advisor Council recognizes meritorious retirement plan sponsors with financial wellness awards since 2019. Winners are selected by jury from among nominations received from Council members. The jury considers a range of factors including retirement plan outcomes, goals, metrics, and approach of the financial wellness program, range of financial wellness services offered, the involvement of the retirement plan recordkeeper and retirement plan advisor in the financial wellness program, success of the financial wellness program, and other wellbeing benefits offered.
Financial wellness is defined HERE
January 2023TPC Group (Texas Petrochemicals) Varex Imaging Corporation |
August 2022Northwell Health RLI Corp. Wiley|Wilson |
January 2022
The Mentholatum Company
Orchard Park, NY
Andrea Yakovac | Senior Human Resource Generalist
Janice Kwarta | Director, Human Resources
Steven Hossenlopp | Chief Financial Officer
A client of John Hancock and The D'Aiutolo Institutional Consulting Group (Paul d’Aiutolo and Alicia Klingensmith)
January 2021
Riddle’s Jewelry
Rapid City, SD
David Westergaard | CFO/Executive Vice President/Treasurer
A client of Sikich Financial (Joe Connell)
Pankow Builders
Maria Carlson | Chief Financial Officer
A client of John Hancock and Plan Resource Group at RBC Wealth Management (Patrick McKiernan C(k)P®)
August 2020
Daikin
Decatur, AL
Donna Cruz | Benefits Manager
A client of John Hancock
GuideOne Mutual
West Des Moines, IA
Elisabeth Sandersfeld |Chief Financial Officer
A client of Principal Financial Group and Morgan Stanley and Graystone Consulting – Houston (Lisa Gibson, Tommy Ford, Victoria Smith)
North American Stainless
Ghent, KY
Todd Mitchell | VP Administration and Procurement
A client of John Hancock and The Rinehart / Cicilly group of UBS
June 2019
Oregon Public Employees Retirement System
Portland, OR
Dean Carson | Member Engagement & Communications Director
A client of Cammack Retirement now CAPTRUST Financial Advisors (Mike Webb)
Dawn Food Products
ackson, MI
Brian Coleman | Vice President of Total Rewards
A client of Prudential Retirement and UBS Financial Services (Bruce Lanser)
January 2019
NASCO
Atlanta, GA
Barbara Bell-Dees SHRM-CP, PHR | Vice President Human Resources & People Services
A client of Plan Sponsor Consultants (Mike Kane)
Vermeer Corporation
Pella, IA
Cheri Klyn | Director, Shared Services
