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by administrator | Nov 19, 2021 | 0 comments

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Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor.

This material does not constitute a specific recommendation or advice regarding engaging third-party service providers and should not be used as the sole factor in selecting providers for your plan. The final selection of third-party service providers is the responsibility of the plan sponsor.

This information was developed as a general guide to educate plan sponsors but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.
3(16) ERISA Fiduciary Provider, Payroll Software, Third Party Administrators, Empower Retirement, Financial Wellness Partners, and LPL Financial are separate and non-affiliated entities.

AdvisorHub nominees are required to have a minimum of seven years' experience, $100 m minimim AUM, and a clean regulatory record. Using data on assets, households, and production, advisors are ranked on three categories: scale, growth, and professionalism. The list is broken into several sub lists: RIAs (fee-only), Over $1b, Next Gen, Women, Solo, and Fast-Growing. Please note that particpation in this ranking is free, and AdvisorHub receives no compensation from the participating advisors.

Established in 2017, nominees had to be individual advisor team/offices with a defined contribution book of business. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. Teams must have at least $100 million in AUA to be included. The list is based exclusively on self-reported AUA. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance. Approximately 452 submissions participated in the ranking. 452 were named to the final ranking.

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