Six Partner Firms Named to the 2019 Financial Times 401 Top Retirement Advisers List
The 2019 Financial Times 401 Top Retirement Advisers list, announced this morning, includes six Resources partner firms (listed below.) The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans across the U.S.
Financial advisers from across the US applied for consideration, having met a set minimum of requirements. The applicants were then graded on six criteria: DC assets under management; DC plan growth rate; specialization in DC plans; years of experience; advanced industry credentials; and compliance record. There are no fees or other considerations required of advisers who apply for the FT 401.
Congratulations to the following firms:
- 401k Advisors Intermountain - Corby Dall
- Bukaty Companies Financial Services - Vince Morris
- Flynn Benefits Group - Michael Shearon
- IBG Financial Partners, LCC - Peter Vacheron
- Strategic Retirement Group - David Hinderstein
- Teros Advisors - Nate White
“The focus of our organization is improving outcomes and the number of firms on the list is testament to the strength of the relationships that our advisors have with the employers and employees that they serve,” said Vince Morris, President of Resources Investment Advisors. “I am proud to be affiliated with such a strong group of industry leaders.”
The ranking of top advisers to 401k plans and other defined contribution (DC) retirement programs was developed in collaboration with Ignites Research, an FT subsidiary that provides business intelligence on the investment management industry.
About Resources Investment Advisors
Founded in 1987, Resources investment Advisors, LLC (Resources) is an SEC-registered investment advisory firm and a group of financial advisers sharing resources to the benefit of investors. Partner firms around the country are independently managed and connected through shared ideas, tools and talent. Resources has approximately $40 billion in retirement plan assets and wealth management assets under management and services almost 2,450 retirement plans that cover approximately 500,000 employees.
About the Financial Times
The Financial Times is one of the world's leading business news organizations, recognized internationally for its authority, integrity and accuracy. The FT marks 130 years in 2018 with a record paying readership of more than 930,000, three-quarters of which are digital subscriptions. It is part of Nikkei Inc., which provides a broad range of information, news and services for the global business community.
About Ignites Research
Ignites Research delivers original research and analysis on the retail mutual fund market from experienced analysts. Its research covers the distribution and product topics that asset managers must understand to improve their business. Ignites Research is the research arm of the popular online newsletter Ignites and is a subsidiary of the Financial Times.