Bronfman Rothschild Plan Advisors and Client Recognized in a PSCA Signature Award
Rockville, MD, May 3, 2018 — Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, today announced that along with its client Oblon, McClelland, Maier & Neustadt, L.L.P., it has received a Signature Award from the Plan Sponsor Council of America (PSCA). The award is for 1st place in the category of “Fiduciary and Plan Decision Resources.”
Each year, PSCA honors companies who show excellence in plan communications and investment education with a variety of Signature Awards at its Annual National Conference. The Fiduciary and Plan Decision Resources category highlights “communication programs designed to provide retirement plan committees with the information they need to act with care, skill, and prudence as they manage their retirement plans.”
Said Marc McDowell, Director & Principal of Plan Advisory for Bronfman Rothschild, “Our Plan Advisory team was proud to work with Oblon, McClelland, Maier & Neustadt to help them achieve their goals with their retirement plan and ultimately to receive this well-deserved recognition.”
A full list of PSCA Signature Award winners is available at psca.org. Oblon, McClelland, Maier & Neustadt, L.L.P. is a leading intellectual property law firm and more information on their services is available at oblon.com.
About Bronfman Rothschild
Based in Rockville, Maryland, Bronfman Rothschild grows and preserves wealth through thoughtful and disciplined strategies that focus on what’s most important to each client. With ten offices throughout the Midwest and East Coast, we offer comprehensive wealth management and planning to individuals and families as well as retirement advisory and consulting services to retirement plan sponsors. Our in-house research capabilities and the collective expertise of our team are supported by our collaborative, client-focused culture. Our 90+ employees adhere to a high standard of fiduciary care as we seek to form a true and objective partnership with each client we serve.
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Bronfman E.L. Rothschild LP is a registered investment advisor (dba Bronfman Rothschild and Bronfman Rothschild Plan Advisors). Securities, when offered, are offered through an affiliate, Bronfman E.L. Rothschild Capital, LLC (dba BELR Capital, LLC), member FINRA/SIPC.
Plan Sponsor Council of America – Signature Award – The PSCA solicited applications from plan sponsors or supporting firms who assist in 12 major categories associated with retirement plans. A 1st, 2nd, and 3rd place award was given in each category, and there was a small application fee associated with submitting for consideration. Applications included key plan metrics and open-ended responses. Awards, rankings, and other forms of recognition are not indicative of Bronfman Rothschild’s or its advisors’ future performance.