WFG Named One of PLANADVISER’S 2018 Top 100 Retirement Plan Advisers
Washington Financial Group is pleased to announce that we have been named one of PLANADVISER’s 2018 Top 100 Retirement Plan Advisers.
The PLANADVISER Top 100 Advisers is an annual listing of the retirement plan advisers and adviser teams that stand out in the industry in terms of a series of quantitative measures. This list includes advisers who reach the top of their respective peer groups in terms of assets under advisement (AUA) or number of retirement plan clients, including defined contribution (DC), defined benefit (DB) and nonqualified plans.
To become eligible for this quantitative listing, advisers must complete the annual PLANADVISER Retirement Plan Adviser Survey, fielded each September. Respondents are allocated into a category in which they are evaluated—these categories are defined by the number of advisers, plus support staff, in the practice. Those figures have assigned advisers into the following categories: individual adviser – meaning one adviser, with support staff; small team – a group of two or more advisers and support staff, the total not exceeding 10; large team – a group of 11 through 35 advisers and support staff; and mega teams – 36 or more team members. This year’s list includes 15 individuals, 44 small teams, 29 large teams and 12 mega teams.
The “PLANADVISER Top 100 Retirement Plan Advisers” list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in the Top 100, they had to submit a completed entry to the 2018 Retirement Plan Adviser Survey, which was fielded this past September. A sub-segment of the questions was used to determine eligibility for the Top 100.