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Seven IFP Plan Advisors Ranked Among Top US Retirement Plan Advisors   

by Chris Hamm

Independent Financial Partners (IFP) is proud to announce that 7 affiliated IFP Plan Advisors have been recognized among the 2017 Financial Times Top 401 Retirement Plan Advisors. The list is produced by Financial Times, a leading financial industry publication, in collaboration with research partner Ignites Research, a subsidiary of the publication that provides business intelligence on asset management.

These plan advisors were selected based on several criteria including retirement plan assets, growth in retirement plan business, years of experience, industry certifications and compliance record. The average advisor recognized in this year’s Top 401 list has 19 years of experience and manages over $1.6 billion in retirement plan assets, according to Financial Times.

“On behalf of everyone at IFP, I send my sincere congratulations to these successful IFP Plan Advisors on their well-deserved recognition, and for all that they do for their clients. They are making a real difference in the organizations they serve, and in the lives of those who participate in those plans.” “I am incredibly proud and honored to have these plan advisors part of the IFP family,” said IFP CEO, William Hamm. “These IFP Plan Advisors are true industry leaders who continually demonstrate the value, skills, resources, skilled guidance and leadership needed to assist their clients, and those who participate in their clients’ retirement plans, in the most effective way possible. We are proud to provide these IFP Plan Advisors not only the right tools and services, but also the highest level of support they need to help ensure their continued success,” said President, IFP Plan Advisors, Kim Shaw-Elliott.

IFP Plan Advisors recognized on the list, listed alphabetically, include:

• Andrew Degroat, WhartonHill Advisors, Ft. Washington, PA
• Keith Gredys, Kidder Advisers, West Des Moines, IA
• Benjamin Hill, Blueprint Financial, Cleveland, OH
• Matthew Monroe, Retirement and Benefit Partners, East Syracuse, NY
• David Morehead, Retirement Benefits Group, San Diego, CA
• Jim O’Shaughnessy, Sheridan Road Financial LLC, Northbrook, IL
• John Wenz, WhartonHill Advisors, Ft. Washington, PA

Follow the link to view the full list of Financial Times Top 401 Retirement Plan Advisors.

The full Financial Times Top 401 Retirement Plan Advisors list can be found here. The Financial Times 401 Top Retirement Plan Advisors (FT 401) is an independent listing produced annually by the Financial Times (September 2017). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in seven primary areas: DC plan 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. This honor is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401.

Independent Financial Partners, Financial Times, Ignites Research and the advisor firms listed are separate entities.

Posted by: Chris Hamm | November 24th, 2017 at 11:04am.