Prestigious list recognizes top financial advisers specializing in defined contribution (DC) plans
NEWPORT BEACH, Calif.--(BUSINESS WIRE)-- Alliant Retirement Consulting, a division of Alliant Insurance Services, has announced that Senior Vice President Jay Laschinger has been named to the 2017 edition of the Financial Times 401 Top Retirement Plan Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans.
“For the second consecutive year, Jay has been recognized among the nation’s elite retirement professionals,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits. “His continued success in this highly competitive arena is a testament to his exceptional service, market knowledge, and innovation—standards that are in lock-step with the Alliant commitment.”
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. The applicants were then graded on seven criteria: 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. 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 19 years of experience advising DC plans and manages $1.6 billion in DC plan assets. The 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 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 Alliant Insurance Services
Headquartered in Newport Beach, CA, Alliant Insurance Services, Inc. provides property and casualty, workers’ compensation, employee benefits, surety, and financial products and services to clients nationwide, including public entities, tribal nations, healthcare, energy, law firms, real estate, construction, and other industry groups. More information is available on the company’s web site at www.alliant.com.
Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluations.
The Financial Times Top 401 Investment Advisors is an independent listing produced by the Financial Times. The FT 401 is based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT's research. The listing reflects each advisor's performance in seven primary areas, including DC assets under management, DC asset growth rate, specialization in DC business, years of experience advising DC plans, industry certifications, participation rate in DC plans and compliance records as identified by the FT. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 401.
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Advisory Services offered through Alliant Retirement Consulting, a federally Registered Investment Advisor. Located at 1120 Sanctuary Parkway, Suite 300, Alpharetta, GA 30009.
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Source: Alliant Insurance Services, Inc.