We did it yet again! Thank you to our valued clients for giving us so many opportunities to provide you with “Top 100” service!
The 2019 PLANADVISER Top 100 Retirement Plan Advisers recognizes the top defined contribution (DC) plan advisers across the U.S in terms of assets or plans under advisement. In 2018, 321 survey responses to the PLANADVISER Retirement Plan Adviser Survey elected to be considered for the Top 100 recognition. Of those, 100 (31%) were named to the list. The Top 100 rating, created and conducted by PLANADVISER, is not indicative of the investment adviser’s future performance and no adviser pays, or is paid a fee, to take part in the program.