The Excelsior Awards

The EACH ENTERPRISE ROUNDTABLE for Client Service leadership  proudly introduces the EXCELSIOR AWARD, a beacon of excellence in client service and relationship management. This highly prestigious accolade celebrates not individuals but the teams that exemplify unparalleled dedication, synergy, and a relentless drive for excellence, all centered around fostering exceptional client relationships. Unique in its kind, this award not only recognizes the outstanding results that come from true  collaboration and teamwork propelling plan sponsors and, ultimately, retirement plan participants towards a successful retirement.

The 2024 EACH ROUNDTABLE Excelsior Award honorees are:

  • Sarah Belanger, Kami Pichette, and Kenny Powers – Empower

  • Archie McAlister, and Rosalie Richards - Principal Financial Group

  • Matt Burrell, Kieran Casey, and Brenda Coffin - Principal Financial Group

  • Aisha Tareen, and Craig Thomas - Fidelity Investments

  • Derek Atwater, and Jenny Reichenbach - Ascensus

  • Greater social media engagement

Join the online community of EACH Enterprise, the Retirement Advisor Council, and the Coalition for Payroll Excellence. Members have access to the portal, announcements from EACH Enterprise, community members and Q&A with members with access to the directory of members across all three organizations. There is no cost to join.

Contact Us

Phone: (860) 254-5046
Fax: (860) 838-2830
Email: EHenon@EACHenterprise.com

EACH Enterprise
16A Pasco Drive
East Windsor CT 06088

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