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
Consulting and insurance brokerage services to be provided by Gallagher Benefit Services, Inc. and/or its affiliate Gallagher Benefit Services (Canada) Group Inc. Gallagher Benefit Services, Inc., a non-investment firm and subsidiary of Arthur J. Gallagher & Co., is a licensed insurance agency that does business in California as “Gallagher Benefit Services of California Insurance Services” and in Massachusetts as “Gallagher Benefit Insurance Services.” Investment advisory services and corresponding named fiduciary services may be offered through Gallagher Fiduciary Advisors, LLC, a Registered Investment Adviser. Gallagher Fiduciary Advisors, LLC is a single-member, limited-liability company, with Gallagher Benefit Services, Inc. as its single member. Certain appropriately licensed individuals of Arthur J. Gallagher & Co. subsidiaries or affiliates, excluding Gallagher Fiduciary Advisors, LLC, offer securities through Kestra Investment Services (Kestra IS), member FINRA/SIPC and or investment advisory services through Kestra Advisory Services (Kestra AS), an affiliate of Kestra IS. Neither Kestra IS nor Kestra AS is affiliated with Arthur J. Gallagher & Co., Gallagher Benefit Services, Inc. or Gallagher Fiduciary Advisors, LLC. Neither Kestra AS, Kestra IS, Arthur J. Gallagher & Co., nor their affiliates provide accounting, legal, or tax advice.
The information published on this web page applies to residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 512-697-6000.
