Rochester, NY — March 31, 2016 —The first paragraph of the release entitled, Westminster Consulting is a PLANADVISER Top 100 Retirement Plan Advisers for the Third Straight Year states: “Of the 100 award recipients, there were eight New York State firms recognized. Westminster Consulting was the sole Upstate New York State firm to advise more than three billion to five billion dollars in plan assets.” This information does not reflect the entire Top 100 Retirement Plan Advisers list, but the Teams Category only. The release below clarifies this:
Westminster Consulting is a PLANADVISER
Top 100 Retirement Plan Advisers for the Third Straight Year.
Founded and based in Rochester, New York, Westminster Consulting is the only Upstate New York State firm to advise more than three billion to five billion dollars in plan assets.
Westminster Consulting is pleased to announce they have been once again named one of the PLANADVISER Top 100 Retirement Plan Advisers. Of the 100 award recipients, Westminster was among eight New York State firms recognized within the Teams Category. Westminster Consulting was the sole Upstate New York firm to advise more than three billion to five billion dollars in plan assets.
“Being named to the Top 100 for the third straight year is a terrific achievement for all of us at Westminster,” said Thomas Zamiara, Partner. “The determination to promote a culture of fiduciary responsibility to our clients continues to be recognized in our industry and inspires us in the advice and counsel we provide our clients every day.”
The qualification standards are always quite lofty and have continued to be a high benchmark. This year, individuals had to either have at least one billion dollars in AUA or serve 100 or more plans; teams needed to advise at least two billion dollars in assets or a minimum of 100 plans; and mega teams were required to oversee five billion dollars in plan assets or 250 or more plans.
The 2016 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 also be honored at the annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner on March 31. Please visit the event page for more information.
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PLANADVISER Top 100
The PLANADVISER Top 100 Retirement Plan Advisers list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in this year’s Top 100, he had to submit a completed entry to the 2015 Retirement Plan Adviser Survey, which was fielded this past September. A sub-segment of the questions was used to determine eligibility for the Top 100.
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.