Washington Financial Group is pleased to announce that Joe DeNoyior & Colin Clark have been named to the 2015 edition of the Financial Times 401 Top Retirement Plan Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans.
This is the first 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 advisers 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 advisers who apply for the FT 401.
The FT 401 is one in a series of rankings of top advisers developed by the FT in partnership with Ignites Research, including the FT 300 (independent RIA firms) and the FT 400 (broker-dealer advisers).
The Financial Times Top 401 Retirement Plan Advisors is an independent listing produced by the Financial Times (May, 2015). The FT 401 is based on data gathered from financial advisors, firms, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in eight primary areas, including: DC plan assets under management; DC plan assets as a percentage of overall AUM; growth in DC plan AUM; growth in DC plans advised; DC plan employee participation; professional designations; experience; and compliance record. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 401.