We are thrilled to announce that two of our advisors, Alex Assaley and Jim Keenehan, have been named to the 2024 PLANADVISER Top Retirement Plan Advisers list. This recognition is a testament to their exceptional expertise and dedication to providing top-tier service to retirement plan clients.
In the 2024 Top Retirement Plan Advisers list, a total of 296 Retirement Plan Advisers submitted entries to be considered for this list of Top Advisers, and from that list, 263 Retirement Plan Advisers were selected. Now in its second year of this iteration, it features advisers who have excelled in the industry based on quantitative measures. To qualify for inclusion, advisers needed to have a minimum of 50 plan clients or retirement plan assets under advisement of $400 million or more.
In addition to meeting these minimum requirements, advisers were highlighted if they had a special focus on a particular plan type. This included advisers who had 91% to 100% of clients as 401(k) plan sponsors, or who had 10 or more clients in 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE, or MEP/PEP plans.
"We are incredibly proud of Alex and Jim for their well-deserved recognition," said Cade Phillips, Senior Client Service Associate at AFS. "Their commitment to our clients and their deep understanding of retirement planning make them invaluable members of our team."
To view the full list of the 2024 PLANADVISER Top Retirement Plan Advisers and explore the impressive group of advisers recognized, you can visit their website at: https://www.planadviser.com/awards/2024-top-retirement-plan-advisers/.
Disclosure: Neither advisory firms nor their employees pay a fee in exchange for this award. The rating is not indicative of the adviser’s future performance.