Press Release

EACH Enterprise Announces Winners of the First Annual Excelsior Awards

Issued by EACH Enterprise

Sept. 20, 2024

East Windsor, CT – The EACH ROUNDTABLE -Client Service  is thrilled to announce the winners of the first-ever 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 2024 EACH ROUNDTABLE Excelsior Award honorees are:

• Sarah Belanger, Kami Pichette, and Kenny Powers – Empower¹ ²
• Archie McAlister, and Rosalie Richards - Principal Financial Group²
• Matt Burrell, Kieran Casey, and Brenda Coffin - Principal Financial Group²
• Aisha Tareen, and Craig Thomas - Fidelity Investments²
• Derek Atwater, and Jenny Reichenbach - Ascensus

These standout teams will be recognized at the Retirement Plan Services Roundtable's 2024 Fall Annual Meeting, hosted by TruStage in Madison, WI, on September 25th. 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 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.

 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

¹Members of the Retirement Plan Services Roundtable

²Members of the Retirement Advisor Council

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.

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