• 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

  • InvestingAn Opportunity for Liquid Alternatives in DC PlansMarch 27, 2015 -- As plan advisers are increasingly focused on new strategies to improve plan participant outcomes, liquid alternatives may present an opportunity to diversify retirement portfolios.
  • ResearchProcrastinators Exhibit Suboptimal Retirement Savings BehaviorMarch 27, 2015 -- Procrastinators do not exhibit optimal retirement savings‐related financial behaviors, research finds, leading to worse preparedness by the retirement date.
  • InvestingTDFs and U.S. Equities Attract Flows in DC PlansMarch 27, 2015 -- Target date funds (TDFs) were the dominant source for inflows into defined contribution (DC) retirement plans in 2014, with nearly 33% of cash flows invested in the multi-asset class funds, according to Northern Trust’s DC Tracker.
  • Deals and PeopleAmerican Century Names Head of Retirement StrategyMarch 26, 2015 -- American Century Investments named Adam Sokolic as senior vice president, retirement strategy and services.