RTD Financial Advisors, Inc. is pleased to announce that it has been named to the 2017 Financial Times 401 Top Retirement Plan Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans.
This is the third annual FT 401 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on asset management.
Financial advisers from across the U.S. applied for consideration, having met a set minimum of requirements. Areas of consideration included DC assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate.
The final FT 401 represents an impressive cohort of elite advisers: The “average” adviser in this year’s FT 401 has 19 years of experience advising DC plans and manages $1.6 billion in DC plan assets. This group of FT 401 advisers hail from 38 states and Washington, D.C., and DC plans on average account for 74% of their total assets under management.
The Financial Times 401 Top Retirement Plan Advisors is an independent listing, based on data gathered from advisors, regulatory disclosures, and the FT’s research. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401.