• 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

  • ResearchGenworth Survey Highlights Retirement ShortfallsMarch 30, 2015 -- According to the recent “Generational Planning Study” released by Genworth, nearly half (46%) of American adults give themselves a poor or failing grade when it comes to their retirement account contributions.
  • ResearchExecutive Benefit Program Usage Dipped in 2014March 30, 2015 -- U.S. companies reported a slight 3% drop in non-qualified deferred compensation plan participation rates from 2013 to 2014, according to the MullinTBG/PLANSPONSOR Executive Benefits Survey.
  • InvestingGrowth in CIT Use Driven By Familiar Market FactorsMarch 30, 2015 -- Despite a 75-year track record as an investment vehicle, some plan sponsors lack awareness of collective investment trusts and their reputation for low fees.
  • ResearchVoya Identifies ‘Role Models’ for Retirement ReadinessMarch 30, 2015 -- By looking at the groups who scored highest in all categories in its Retire Ready Index, Voya offers an opportunity to better understand the traits, behaviors and practices that guide some individuals to greater retirement preparedness.