Founded and based in Rochester, New York, Westminster Consulting is the only Upstate New York firm within the Teams Category to be given this recognition.
Rochester, N.Y., March. 9, 2015—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 six New York State firms recognized within the Teams Category. Westminster Consulting was the sole Upstate New York firm within the category to receive this honor.
“Being named to the Top 100 two years in a row 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 to we provide our clients every day.”
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 multioffice teams were required to oversee $10 billion in plan assets or 400 or more plans.
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 PLANSPONSOR/PLANADVISER Awards for Excellence dinner on March 31. Please visit the event page for more information.
# # #
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 2015 PLANSPONSOR Retirement Plan Adviser of the Year—individual, team or multioffice 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..
ABOUT WESTMINSTER CONSULTING
Westminster Consulting is a leading consulting firm that provides fiduciary advice, counsel, and investment analysis to Boards of Directors, Trustees, Investment Committees, and other Investment Fiduciaries. For more information on Westminster Consulting you can visit our website at www.westminster-consulting.com.