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Oswald Financial, Inc. Awarded PLANADVISER’s 2022 Retirement Plan Adviser of the Year in Efforts to Improve Diversity, Equity and Inclusion Category

oswaldcompanies May 9, 2022
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CLEVELAND – May 9, 2022 – Oswald Financial, Inc. was named by PLANADVISER’s magazine as award winner for 2022 Retirement Plan Adviser of the Year in the Diversity, Equity and Inclusion (DEI) category.

The 2022 Retirement Plan Adviser finalists and winners in this category stand out for their success in addressing the financial services industry’s clear and present diversity problem, with a particular focus on the importance of creating equitable and fair workplaces.

About the Retirement Plan Adviser of the Year Awards Program

New this year, the 2022 awards were issued in six brand new categories, in a move away from the prior strategy of recognizing individuals and teams in categories based solely on firm size. For 2022, finalists and winners were recognized in six qualitative categories, representing excellence in the following areas:

The first award category was open for nominations from plan sponsors only, while adviser partners across the industry—including recordkeepers, asset managers, advisers, product providers and more—were able to submit nominations in the other five. As in past years, self-nomination continued to be prohibited.

These new award categories provide more context for advisers looking to compete and be recognized, instead of their just being fitted into a category based on the number of people in their office, with no set metrics about what makes one adviser rise above another in firms of the same size.

Q&A: Oswald Financial, Diversity, Equity and Inclusion category winner, with Deena Rini.

Learn more about our Diversity, Equity and Inclusion efforts at Oswald Companies here.


About Oswald Financial

Oswald Financial, Inc. is the Retirement Plan Services and Wealth Management division of Oswald Companies. Much like the other areas of Oswald Companies, Oswald Financial specializes in risk management, providing advisory services through a high service model, with a focus on consistent benchmarking, fiduciary responsibility, advanced plan design, retirement readiness, fee transparency, and complete independence in order to serve the client’s best interest. Being a leader and innovator in the industry, Oswald Financial places focus on comprehensive, holistic plan sponsor and plan participant support. Connect and learn more at www.OswaldFinancial.com.


Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA / SIPC. Other advisory services offered through Oswald Financial, Inc., a separate entity. PLANADVISER is not affiliated with LPL Financial.