Brent Sheppard Recognized as a 2025 PLANADVISER Retirement Plan Adviser of the Year Finalist (Plan Sponsor Service)

Brent Sheppard was recognized as a 2025 PLANADVISER Retirement Plan Adviser of the Year Finalist.

Published by PLANADVISER:

“The PLANADVISER Retirement Plan Adviser of the Year finalists and winners demonstrate leadership and a commitment to excellence in serving retirement plan sponsors and participants and contributing to the retirement plan adviser industry.

Plan Sponsor Service

Finalists and winners in this category stand out for their innovation and dedication in the service of retirement plan sponsor clients, with a particular focus on the efficient and effective delivery of plan-level support.”

See the publication here: https://www.planadviser.com/awards/2025-retirement-plan-adviser-year/

2025 Retirement Plan Adviser of the Year (Plan Sponsor Service) was issued by PlanAdviser on 03/20/2025 for the period covering 03/20/2025-03/19/2026. Advisers are nominated by current clients only. Nominees respond to a series of quantitative and qualitative questions about their practice. Winners are selected based on self-reported time as a plan adviser, amount of plan assets, median plan size, number of plan participants, scope of plan services offered, size of team, participant adoption, plan features offered, and a review of essay answers. Finalists are interviewed and winners are selected by a panel of judges from the industry and PlanAdviser editorial staff. The award is not an endorsement or indicative of future performance of the financial adviser. A fee was not paid for consideration. For more information, visit www.planadviser.com. CRN202804-8401441