In early May, CSi Advisory Services had the privilege of attending the PLANADVISER Awards. The event was held in New York City and several of our team was able to attend. This year we were honored to have Kristi Baker and Kelli Davis named to the 2023 PLANADVISER Top Retirement Plan Advisers[1] list. As a team, we were named a Finalist in the 2023 Retirement Plan Adviser of the Year, Closing the Coverage Gap. As an organization, we have always been committed to providing retirement services to companies of all sizes. We are proud to serve plans with one employee to plans with several thousand. It was a great evening and we always enjoy to interact with others in our industry.
While the trip was brief (22 hours to be exact), we did make the most of our time in the city. We did a short walking tour, had a great Italian lunch, saw a Broadway show before attending the dinner in the evening. We are appreciative of the recognition, but we are more appreciative of our clients who give us the opportunity to serve their employees.
[1] The 2023 PLANADVISER Top Retirement Plan Advisers recognition is based solely on self-reported quantitative data about an adviser’s practice. To be included in this year’s list, advisers had to have a minimum of 50 plan clients or retirement plan assets under advisement of $400 million or more, as of year-end 2022. After meeting the minimum plan or asset count, advisers are also highlighted if they meet the following categories: have 150 or more 401(k) plan clients; have 10 or more 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE or MEP/PEP plan clients; are female; or are younger than 40 years of age. As this recognition is based solely on quantitative figures, there is no judging or subjective measurement, and it is not indicative of any adviser’s future performance. Neither advisory firms nor their employees pay a fee in exchange for this recognition. In 2023 there were 232 applicants. 205 were ultimately selected.