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Nine Resources Partner Firms Named to 2020 Financial Times 401 Top Retirement Advisers

October 22, 2020 – Resources Investment Advisors – A OneDigital Company is pleased to announce that nine partner firms have been named to the 2020 edition of the Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans across the U.S. Congratulations to 401K Advisors Intermountain – A OneDigital Company, Bukaty Companies Financial Services – A OneDigital Company, Cafaro Greenleaf – A OneDigital Company, Fidelis Fiduciary Management, IBG Financial Partners, LLC, Montgomery Retirement Plan Advisors – A OneDigital Company, Retirement Partner Advisors, Strategic Retirement Group – A OneDigital Company, and Teros Advisors – A OneDigital Company.

“Resources is honored to be affiliated with the firms listed here and is proud of their commitment to a superior service model and improved retirement outcomes. There are a lot of shifts happening in the marketplace right now as employers demand better results and increased participation,” said Vince Morris, President of Resources Investment Advisors. “Congratulations to these teams for rising to the challenge and driving innovation in the industry.”

This is the sixth annual FT 401 list, produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. Ignites Research provides business intelligence on investment management.

Financial advisers from across the U.S. applied for consideration, having met a set minimum of requirements. The applicants were then graded on six criteria: DC assets under

advisement (AUA); DC AUA 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.

The final FT 401 represents an impressive cohort of elite advisers. The median DC plan assets administered by this year’s group is $800 million. These are true specialists as DC plans on average account for 86% of total client assets. The FT 401 advisers represent 41 states and Washington, D.C.

The FT 401 is one in a series of rankings of top advisers developed by the FT in partnership with Ignites Research, including the FT 300 (independent RIA firms) and the FT 400 (broker-dealer advisers).

About Resources Investment Advisors

Resources Investment Advisors ("Resources") is an SEC-registered investment advisory firm and wholly-owned subsidiary of OneDigital, which is focused on offering a holistic benefits experience for employees to help employers build an exceptional workforce. By offering retirement plan services, wealth management, and healthcare benefits consulting through an integrated approach, we can address each employee’s overall wellbeing. Resources reported $43.8 billion in total assets under advisement in 2019 and currently works with approximately 2,500 retirement plans, 500,000 plan participants, 12,500 individual wealth management accounts. Expanded strategic benefit advisory services include: retirement plan services, wealth management, analytics, compliance support, human resources management tools, and comprehensive insurance offerings.

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.


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