If you haven't heard, Carnegie's own Wendy Eldridge was just named PLANADVISER's Adviser of the Year in the Plan Participant Services category. We couldn't be prouder! It's a reflection of the hard work and genuine dedication she brings to her clients every single day. Way to go, Wendy!"
Now that the confetti has settled, we wanted to get curious about the why. What makes an adviser or firm the best? What makes clients so thrilled with their service that they go out of their way to nominate them for an award? And what should HR professionals and plan sponsors everywhere be looking for when they ask if their adviser is truly delivering?
The answer is an adviser who knows how to show up for your employees, not just your plan.

