Retirement Plan Services Specialists Kevin Babb, AIF®, and Bradley Rist, AIF®, ranked in Financial Times 401 Top Retirement Advisers 2019 list.
The full list is included in this article: Ft 401: Complete List of the Top Us Retirement Advisers
The Financial Times (FT) 401 invites qualified applicants to complete a questionnaire. Applicants are required to advise at least $75 million in DC plan assets and have at least 20 percent of their client assets in DC plans. The FT grades advisers on six broad factors and calculates a numeric score for each adviser. Areas of consideration include: DC assets under management (AUM), Growth rate in DC plan business, Specialization in the DC business, Experience in advising on DC plans, Industry certifications, and Compliance record.
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