October 28th, 2016
Local Advisor, Kelly Majdan, named to 2nd Annual Financial Times 401K Top Retirement Plan Advisor List
Bentonville, AR. (October 28, 2016) – Strategic Retirement Partners is pleased to announce that she has been named for the second year in a row to the 2016 edition of the Financial Times 401 Top Retirement Plan Advisors. The list recognizes the top financial advisors who specialize in serving defined contribution (DC) retirement plans.
This is the second 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 advisors from across the broker-dealer and RIA channels applied for consideration, having met a set minimum of requirements. The applicants were then graded on seven criteria: DC assets under management; DC AUM growth rate; specialization in DC plans; years of experience; DC plan participation rate; advanced industry credentials; and compliance record. There are no fees or other considerations required of advisors who apply for the FT 401.
Once again, the final FT 401 represents a cohort of elite advisors: the “average” advisor in this year’s FT 401 has 18 years of experience advising DC plans and manages $950 million in DC plan assets. The FT 401 advisers hail from 41 states and Washington, D.C., and DC plans on average account for 74% of their assets under management.
The FT 401 is one in a series of rankings of top advisors developed by the FT in partnership with Ignites Research, including the FT 300 (independent RIA firms) and the FT 400 (broker-dealer advisors). Jeff Cullen, Managing Partner, Strategic Retirement Partners, says “We are pleased to have Kelly and three of our Managing Directors named to this prestigious list. We are committed to our team of passionate, dedicated professionals and very proud to see that the industry recognizes them as well. “
Majdan, Managing Director of Strategic Retirement Partners, Arkansas, says “The award is a source of great pride for me and Strategic Retirement Partners. To be recognized two years in a row by Financial Times for the work that we do for our clients and plan participants is an honor and we are pleased that this commitment has been recognized.”
Arkansas & Southern Missouri