Moneta Institutional Consulting Named to PlanAdviser’s Top 100 Retirement Plan Advisers List

top100_lockupST. LOUIS—March 3, 2015—Moneta Group Institutional Consulting is pleased to announce they have been named as one of the 2015 PLANADVISER Top 100 Retirement Plan Advisers.

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.

This year’s qualification standards—which rise nearly every year—have escalated considerably from 2014’s. Individuals had to either have at least $750 million in AUA or serve 105 or more plans; teams needed to advise at least $2.25 billion in assets or a minimum of 145 plans; and multi-office teams were required to oversee $10 billion in plan assets or 400 or more plans.

“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 Consultant 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 2015 PLANADVISER Top 100 Retirement Plan Advisers list is available online here. It was printed in the January–February issue of PLANADVISER magazine, and the advisers named to the list will be honored at the annual PLAN SPONSOR/PLAN ADVISER Awards for Excellence dinner on March 31. Please visit the event page for more information.


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