• Guided by the StarsRetirement plan advisory practices are service businesses, making it critical for you to have a firm grasp on how your particular plan sponsor and participant offerings, growth strategies, fees and concerns measure up against your competitors’. The 2014 PLANADVISER Practice Benchmarking Survey, our eighth, provides you with detailed insight into the inner workings of 623 of your colleagues’ businesses, to help you expertly steer your own toward success. MORE
  • Stacking UpThe 2014 PLANADVISER Retirement Plan Adviser Survey provides insight into adviser preferences for investment options, investment advisers, and recordkeepers. MORE
  • 2015 PLANADVISER Top 100 Retirement Plan Advisers

    The PLANADVISER Top 100 Retirement Plan 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.  



    Multioffice Team


Latest News

  • ProductsHueler Makes QLACs Available to DC PlansApril 01, 2015 -- “QLACs can help ensure sufficient income later in life as Americans anticipate longer, healthier retirement years,” says Kelli Hueler, CEO Hueler Companies.
  • Deals and PeopleBuck Consultants Adds Wealth Practice PrincipalApril 01, 2015 -- Based in New York City, Jim Stewart has joined Buck Consultants, becoming part of a national team that provides consulting services and solutions to address client needs.
  • SellingAdvisers Cite Benefits of Working With Wholesaler TeamsApril 01, 2015 -- A new LIMRA study finds many financial advisers prefer to do business with financial product wholesalers who work together as a team across internal and external distribution channels.
  • ResearchReport Finds ESOPs Have Outperformed S&P 500March 31, 2015 -- Private employee stock ownership retirement plans (here limited to S corporation ESOPs) outperformed the S&P 500 in terms of total return per participant by 62% from 2002 to 2012, according to a study by EY.