Rehmann Named 2023 Retirement Plan Adviser of the Year Finalist

Rehmann has been named a 2023 Retirement Plan Adviser of the Year finalist in the Mentorship category by PLANADVISER. 

An information and solutions resource for the retirement industry, PLANADVISER selects finalists for the Mentorship category who stand out for their commitment and success in supporting the personal and professional growth of their firm’s staff, their fellow advisers and their industry peers. Rehmann is among five finalists nationwide selected for the category. 

“Just like every client’s retirement plan journey and objective is unique, so is Rehmann’s talented team of retirement planning experts, which is why we provide our staff with top-tier professional development tools and support,” said Steven Gibson, principal of wealth management at Rehmann. “We are proud to be named a finalist by PLANADVISER and are eager to continue to build our impressive team of retirement consultants.”  

Nominations were submitted by adviser partners including recordkeepers, asset managers, product providers and others.  

“Rehmann boasts a trusted team of partners who see and acknowledge the high-quality solutions we provide our clients,” said Gerald Wernette, principal of wealth management at Rehmann. “Our future as a professional advisory firm with a notable retirement group is dependent on the relationship we retain with our business partners, and we look forward to fostering these relationships.”  

Finalists will be recognized and winners will be announced at the PLANADVISER Industry Leader Awards dinner on May 10, 2023, in New York City.