We’re on PLANSPONSOR‘s 2019 Retirement Plan Adviser of the Year Finalist List! Thank you for being a part of our growth and success! https://www.planadviser.com/awards/2019-plansponsor-retirement-plan-adviser-year-finalists/?type=large-team
We did it yet again! Thank you to our valued clients for giving us so many opportunities to provide you with “Top 100” service!
Want to know what other organizations were most recently concerned with when it came to their retirement plan? Curious to see what they focused on this past year? Learn about the latest trends by joining us and Andrew Spahr of Fidelity Investments for a short webinar introducing the results of the latest Plan Sponsor […]
Thank you to everyone who was able to join us downtown at the Oswald Conference Center this morning for our Looking Ahead: What Plan Sponsors Should Know in 2019 seminar! We really enjoyed seeing all of you! Please contact us for a recording of the presentation.
The National Association of Plan Advisors (NAPA) has announced the 2019 Top Retirement Plan Advisors Under 40, aka “Young Guns”. This year we are proud to have two of our team members win this prestigious award. We want to congratulate Sarah Majeski, Team Leader of Client Services, as well as Shaun Cox, Client Manager, for […]
We are pleased to announce that, once again, our team has been named one of the 2018 Top DC Advisor Teams by the National Association of Plan Advisors (NAPA)! The teams list, ranked by self-reported DC assets under advisement, this year contains fewer teams than did the 2017 inaugural list, though the AUA threshold of […]
Were you able to join us for some delicious breakfast and a fiduciary risk course presented by Andy Larson of Columbia Threadneedle at the Burntwood Tavern? We can’t believe it has been a month already and we are now in the throes of planning our next seminar, which will take place on January 24th (so, […]
The FT 401 aims to provide a list of elite professionals who specialize in advising US employers on their defined contribution plans. The advisers were assessed according to quantifiable data, considering the following factors: DC assets under management (AUM). This signals experience and success in managing money in 401(k) programs and other DC plans. Growth […]
Thank you to all of our clients, current and future, and friends for joining us for breakfast at the Burntwood Tavern to hear Andy Larson from Columbia Threadneedle’s Learning Center cover best practices for minimizing fiduciary liability. We loved hosting such an engaged group and the discussion that ensued. If you would like to know more or […]