Newport Capital is proud to share that Domenic DiPiero has been named a finalist for the 2025 PLANADVISER Retirement Plan Adviser of the Year award in the 403(b) Plan Service category.
This annual recognition honors advisors who demonstrate leadership, integrity and innovation in serving retirement plan clients. Finalists in the 403(b) category are nominated exclusively by plan sponsor clients and are recognized for their ability to deliver efficient, effective and highly tailored support in a market with unique regulatory and operational needs.
For 2025, PLANADVISER received 83 total nominations across multiple categories, with just 28 advisors selected as finalists. Winners will be announced in May at the PLANADVISER Industry Leader Awards celebration. Read more about the awards here.
We’re honored to see Domenic’s work with 403(b) plan sponsors recognized again this year, and grateful to the clients who put his name forward.
Methodology
The 2025 PLANADVISER Retirement Plan Adviser of the Year awards are based on a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to client plans, and a review of essay answers. These criteria are utilized for each of the six categories: Plan Sponsor Service; Plan Participant Service; 403(b) Plan Service; Inclusivity and Career Development; Closing the Coverage Gap – MEPs/PEPs and Closing the Coverage Gap – Micro/Startup Plans.
Nominations were collected online from October 2024 through January 2025. In 2025, there were a total of 54 nominations and 28 finalists were named. The PLANADVISER Retirement Plan Adviser of the Year awards are not indicative of the investment adviser’s future performance and no adviser pays, or is paid a fee, to take part in the program.
More information can be found at https://www.planadviser.com/awards/2025-retirement-plan-adviser-year/.