2022 PLANADVISER Top Retirement Plan Advisers
WEBThe 2022 PLANADVISER Top Retirement Plan Advisers listing is here! PLANADVISER is pleased to reveal the revamped PLANADVISER Top Retirement Plan Advisers listing, the next iteration of our longstanding Top 100 program. For many years, this designation had been awarded to the top 100 retirement plan advisers and teams based on quantitative ...
2023 PLANADVISER Top Retirement Plan Advisers
WEBPLANADVISER is pleased to reveal the 2023 PLANADVISER Top Retirement Plan Advisers. This prestigious designation recognizes the top retirement plan advisers in the industry based on quantitative measures. To be listed, advisers had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of …
PLANADVISER - The trusted information and solutions resource for ...
WEBPLANADVISER is the trusted information and solutions resource for America's retirement benefits decision makers. With its powerful array of customer-driven marketing programs, PLANADVISER offers industry providers an unparalleled ability …
2022 PLANADVISER Retirement Plan Adviser of the Year
WEBThis year, the editorial team at PLANADVISER has made some key changes to the Retirement Plan Adviser of the Year Awards, starting with the fact that the award is now issued by the PLANADVISER publication, whereas formerly it was issued by PLANSPONSOR. In addition, the 2022 awards are being issued in six brand new categories, in a move away ...
2024 PLANADVISER Top Retirement Plan Advisers | PLANADVISER
WEBPLANADVISER is pleased to reveal the 2024 PLANADVISER Top Retirement Plan Advisers. This prestigious designation recognizes the top retirement plan advisers in the industry based on quantitative measures. To be listed, advisers had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of …
The State of PEPs and What to Expect in 2024 - PLANADVISER
WEBNov 29, 2023 · What to Expect in 2024. On expectations for PEP growth in 2024, Gaston says it’s a “momentum game,” with existing PEPs that have the right distribution poised for additional growth. He says PEP offerings in novel spaces, such as in 403 (b) plans, will also be interesting to track. “A strong tailwind will always be the potential cost ...
The Newport Group and Verisight Become One | PLANADVISER
WEBOct 15, 2014 · Under the terms of the agreement, the holding company of Verisight will be renamed Newport Group Holdings, Inc. and will acquire The Newport Group and Newport Group Securities. “As operating entities, Verisight and Newport will continue to operate under their respective brands,” Verisight CEO Greg Tschider told PLANADVISER.
2020 Top 100 Retirement Plan Advisers | PLANADVISER
WEBThe 2020 PLANADVISER’s Top 100 Retirement Plan Advisers listing is here! Each year, PLANADVISER magazine recognizes the top quantitative standouts from our Retirement Plan Adviser Survey with the Top 100 Retirement Plan Advisers awards. Top 100 designees are named according to the dollar value of qualified plan assets under advisement, as ...
Why More Advisers Are Assuming 3(38) Role, Responsibility
WEBMay 1, 2023 · In addition, in a 3 (38) role, advisers can streamline the process and make changes more quickly, says Jim Sampson, director of retirement advisory services at Hilb Group Retirement Services. As a result, employees are invested in underperforming funds for less time. Another advantage of the 3 (38) scope is that the firm accepts the full ...
News Archives - PLANADVISER
WEBOct 2, 2024 · Advisory M&A News – 9/9/24. Mesirow acquires Price Wealth Management; Wealth Enhancement Group acquires Levy Wealth Management Group; Hub International adds assets of Flexible Benefits...