ST. LOUIS—February 24, 2017—Moneta Group Institutional Consulting is pleased to announce they have been named as one of the 2017 PLANADVISER Top 100 Retirement Plan Advisers in the category of Large Teams with 180 Retirement Plans or More Under Advisement.
“Our service is focused on two areas – doing everything possible to help participants successfully plan and save for retirement, and helping plan sponsors offer the best retirement benefit possible while reducing the burden associated with managing that benefit,” says Jake Winegrad, an Institutional Advisor at Moneta. “Our recognition as one of the top 100 advisors is the result of our passion and commitment to these plan sponsors and their participants.”
The PLANADVISER Top 100 Retirement Plan Advisers is an annual listing of adviser individuals, teams and multi-office teams that stand out in the industry in terms of a series of quantitative measures. These include the dollar value of qualified plan assets under administration (AUA), as well as the number of plans under advisement. The list also includes advisers who have more than 30% of their practice focused on 403(b), defined benefit (DB) or nonqualified deferred compensation (NQDC) plans.
Organizations on the list have a minimum of 110 plans or $900 million in retirement plan AUA; small teams had to advise at least $1.8 billion in retirement plan assets or 130 plans; large teams needed $4 billion or more in retirement plan AUA or 175 or more plans; and mega teams had to oversee at least $12 billion in retirement plan AUA or 250 plans.
The 2017 PLANADVISER Top 100 Retirement Plan Advisers list is available online here.
About Moneta Institutional Consulting
Since 1869, Moneta Group has been committed to acting as advocates for their clients. Through the creation of Moneta Institutional Consulting, our firm now offers a much needed service to the business community, providing customized, fiduciary advice and managing more than 250 retirement plans with more than $3 billion in assets.
PLANADVISER Top 100
To be considered for the annual PLANADVISER list, advisers had to either submit information and references or be nominated and enter the award process for the 2017 PLANSPONSOR Retirement Plan Adviser of the Year—individual, team or multi-office team. Applicants were then asked to complete a form, providing various details about their practice; advisers could also submit such information unsolicited, although not to be considered for the awards. The PLANADVISER Top 100 Retirement Plan Advisers list is based solely upon a set of quantitative factors and information supplied by the advisers themselves.
Through its magazine, website, events and email newsletter, PLANADVISER, an Asset International brand, provides comprehensive industry news, regulatory and investment information, research and training to financial advisers who specialize in the sale, design and administration of institutional qualified and nonqualified retirement plans and executive compensation plans, including 401(k), defined benefit and deferred compensation plans. For more information, please visit www.planadviser.com.