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The 2017 Excellence & Innovation Awards

Publication Date : October 16, 2017

For the sixth year, P&I and the Defined Contribution Institutional Investment Association recognizes innovation and excellence by plan sponsors to improve the retirement security of participants.

Feature stories

7 honored for defined contribution excellence, innovation

The 2017 Excellence & Innovation Awards demonstrate diversity of style and substance but with common goals.

Judging the Excellence and Innovation Awards

P&I and the Defined Contribution Institutional Investment Association had some great help when it came to evaluating entries in the 2017 Excellence and Innovation Awards.

Profiles of the winners

Kathleen Long: Being direct with staff to increase participation

Kathleen Long made sure she was at every employee session to explain design changes to the plan.

Aimee Dodson: Taking steps to help employees shed debt

Movement Mortgage's Aimee Dodson says helping employees get out of debt can lead to better outcomes in retirement savings.

Cliff York: Putting health care on same level as financial goals

Cliff York has assembled a financial wellness program at BP that links financial and health-care wellness.

Katie Archer: Striving to make a local presence for a global group of participants

Katie Archer is working her way around the globe to serve participants in each country.

Sandy Blair: Web redesign eases the task of shopping for 403(b) offerings

Sandy Blair sees the redesign as taking the mystery out of the complex 403(b) marketplace.

Nora Alvarado: Keeping participants in the family after retirement

Employees Retirement System of Texas worked to highlight the many advantages of staying in its plans after retirement.

Deborah Goldberg: Plan aims to shrink burdens for small non-profits

Deborah Goldberg received an Innovation Award for her work setting up a state-run multiemployer plan for non-profits in Massachusetts.