East Windsor, CT – June 16, 2026
The EACH ROUNDTABLE -Client Service is thrilled to announce the winners of this year’s EACH ROUNDTABLE Excelsior Award, honoring the most outstanding client service teams in the industry. This prestigious accolade celebrates teams that exemplify exceptional dedication, synergy, and excellence in client service and relationship management.
The 2026 EACH ROUNDTABLE Excelsior Award honorees are:
In the single-employer plan with assets over $300 million category
Bryan Maurer, Janelle Roe, and Sheri McWilliams - Transamerica
In the single-employer plan with assets between $30 million and $300 million category
Jamie Mattson, Zackary Peterson, and Kareem Streeter - Empower
In the pooled arrangement category
Courtney Blackburn, Daniel Fallon, Mark Monahan, and Matt Zusel – Nationwide
In the public K-12 School District category
Eben Stansbery, and Barbie Walsh - Nationwide
These standout teams will be recognized at a ceremony following the 2026 Annual Planning Meeting of the Retirement Advisor Council, at Boston College Law School in Newton, MA, on June 17th at 6 p.m. EDT. The ceremony will be streamed live HERE (link to be included later) on Vimeo, on LinkedIn, and on the EACH Enterprise Website. The Excelsior Award is unique in its focus on collaboration and teamwork, recognizing those who make seamless service delivery look effortless.
Honorees were selected by a jury of 11 member advisors of the Retirement Advisor Council, to recognize successful teams that deliver seamless service to clients. The EACH ROUNDTABLE Excelsior Award is the only accolade in the retirement plans sector that specifically honors collaborative efforts in service excellence.
Join us in celebrating these extraordinary teams who set the standard for excellence in retirement plan client service. Their commitment and combined efforts make a significant impact, and we are proud to honor their achievements. “Reviewing Excelsior Award nominations is a powerful reminder of what sets exceptional plan service teams apart,” said Pam Basse, Wealth & Retirement, NFP. “The strongest teams distinguish themselves through seamless collaboration, which translates into delivering meaningful, measurable outcomes for plan sponsors and their participants.”
The EACH Roundtable is a virtual and actual forum for members of client service and implementation disciplines to have conversation, exchange views and collaborate on strategies designed to nurture, enrich and sustain the relationships that are in fact, the American retirement system. This complex and self-supporting ecosytem reflects the health and wellness of the relationships between Plan Sponsor, Advisor and retirement Plan Participant. Find out more HERE
About EACH Enterprise
EACH Enterprise, LLC is dedicated to the institutional retirement plans market, serving investment management firms, recordkeeping service providers, and advisory firms. To learn more about EACH Enterprise and learn more about the Conversion and Implementation and other Roundtables, visit www.EACHEnterprise.com.
