Rochester, NY — January 31, 2018 —The first paragraph of the release entitled, Westminster Consulting was named to PLANADVISER Top 100 Retirement Plan Advisers for 2018 states: “Westminster was the only New York State firm recognized within the large teams category with $3.5 Billion or more in retirement assets.”
Westminster Consulting was named to PLANADVISER
Top 100 Retirement Plan Advisers for 2018.
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 in the large teams category.
Westminster Consulting is pleased to announce they have been named one of the PLANADVISER Top 100 Retirement Plan Advisers. Of the award recipients, Westminster was the only New York State firm recognized within the large teams category with $3.5 Billion or more in retirement assets.
The PLANADVISER Top 100 Retirement Plan Advisers is an annual listing of adviser individuals and teams that stand out in the industry in terms of a series of quantitative measures. These include the dollar value of employer-sponsored retirement plan assets under administration (AUA), as well as the number of plans under advisement.
The 2018 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 29. 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 2017 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, a part of Strategic Insight, 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.