Recently a team from Associated's Institutional Trust Services (ITS) group was named to PlanSponsor magazine's Top 100 Retirement Plan Advisors for 2012. ITS is part of the Associated's line of business now known as Private Client & Institutional Services (PCIS).
Laura Grass, retirement plan services manager in Neenah, Wis., was nominated for a 2012 Top Advisor award. Grass is the ITS Product Manager for the Fox Valley region and part of the Retirement Plan Services Sub-Committee that oversees the profitability, strategic planning and compliance for the retirement plan services segment.
PlanSponsor evaluates a number of quantifiable factors including assets under advisement, demonstrable presence and more. Grass is among the advisers whose practices stand out from among numerous peers nationwide.
Other Product Managers include Ray Gardner – North region, Beth Kohlman – Lakeshore region, and Jeff Marwitz – South region.
"I am thrilled that Associated is being recognized for this award and glad to be part of a team that offers such a unique product and high quality service to our clients," said Grass.
"Associated Institutional Trust Services offers retirement plan, custody and corporate trust services to businesses, municipalities, financial intermediaries, foundations and endowments. Our retirement plan services group services over 64,000 plan participants, representing more than $3.2 billion in market value as of May 31, 2012."