Windsor, CT – February 15, 2018 — Fiduciary Investment Advisors, LLC (“FIA”) is pleased to announce it has been named as one of the 2018 PLANADVISER Top 100 Retirement Plan Advisers in the “Mega Teams” segment. FIA has made the Top 100 list each year since 2011.
“We are pleased to be recognized by PLANADVISER again this year as our business continues to grow. We stay ahead of ever-changing industry best practices so that our clients meet their fiduciary obligations and create competitive plans to meet the evolving retirement needs of their participants,” noted Mark Wetzel, President.
The PLANADVISER Top 100 Retirement Plan Advisers is an annual listing of adviser individuals and teams that stand out in the industry in terms of a series of quantitative measures. These include the dollar value of employer-sponsored retirement plan assets under administration (AUA), as well as the number of plans under advisement.
The Top 100 Retirement Plan Advisers is segmented into four groups based on the number of advisers and number of total employees, including support staff: Individual advisers are one adviser with support staff; a small team comprises two or more advisers and support staff, the total not exceeding 10; a large team is a group of 11 to 35 advisers and support staff; mega teams have 36 or more team members.
To qualify for a particular segment, individual advisers needed a minimum of 100 plans or $950 million in retirement plan AUA; small teams had to advise at least $1.5 billion in retirement plan assets or 115 plans; large teams needed $3.5 billion or more in retirement plan AUA or 150 or more plans; and mega teams had to oversee at least $10 billion in retirement plan AUA or 300 plans.
The 2018 PLANADVISER Top 100 Retirement Plan Advisers list is available online at https://www.planadviser.com/awards/top-100. It was printed in the January–February issue of PLANADVISER magazine, and the advisers named to the list will also be honored at the annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner on March 29th.