Financial Times (FT) in collaboration with Ignites Research, a subsidiary of FT that provides business intelligence on investment management, named five of Gallagher’s Benefits and HR Consulting Division Retirement Plan Consultants as 401 Top Retirement Advisors. John Jurik, Illinois Area Executive Vice President, Scott Sherman, Illinois Area Vice President, Michael Brown, Washington (Bellevue) Area Sr. Vice President, Molly Beer, Illinois Area Vice President and Anthony Madera, New York Senior Benefit Consultant were recognized as top financial advisers who specialize in serving defined contribution (DC) retirement plans across the U.S.
“We are excited that our team members were recognized by the Financial Times. With more of the responsibilities and risks for funding retirement now squarely on the individual, controllable financial behaviors are becoming increasingly important in the new retirement landscape. Providing plan sponsors with the resources and attention they need is just one way Gallagher’s Retirement Plan Consulting Advisers help address overall financial wellbeing so people have every advantage possible to retire successfully and face their future with confidence,” said Jeff Leonard, Gallagher’s North America Financial & Retirement Services Leader.
Saving and investing for retirement is the most cited (at 88%) employer response to the type of support most important to employees, according to the Gallagher 2018 Retirement Pulse Survey.
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 management (AUM); DC AUM 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 “average” adviser in this year’s FT 401 has over 22 years of experience advising DC plans and manages $1.6 billion in DC plan assets. The FT 401 advisers hail from 40 states and Washington, D.C., and DC plans on average account for 84% of their total assets under management.
For a list of all the winners, visit www.ft.com
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