We’re extraordinarily proud to recognize our award-winning team members!
2024 |
Mega Teams With more Than 300 Retirement Plans Under Advisement |
To be listed, advisers had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more.
After meeting the minimum plan or asset count, advisers are highlighted if they have what was designated as a special focus in any particular plan type. This means, 91% – 100% of clients that are 401(k) plan sponsors, or 10 or more 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE or MEP/PEP plan clients.
A total of 296 Retirement Plan Advisers submitted entries to be considered for this list of Top Advisers and from that list, 263 Retirement Plan Advisers were selected. Neither advisory firms nor their employees pay a fee in exchange for this award. The rating is not indicative of the adviser’s future performance.
