Participation registration deadline. Verification sent within 24 hours of completed registration

A link for the email submission area is sent to the primary contact to upload employee email addresses for survey distribution

Deadline for any additional survey options

Employee email addresses are due 

A link to the Employer Assessment is sent to the contact at each of the registered companies

Completed Employer Assessments are due

Employee Feedback Surveys sent via email

Employee Feedback Surveys are due

Notifications are sent to the participants

Access to the Employee Feedback Data Dashboard is sent (if purchased)

Publication date for 2026 Best Financial Advisers to Work For