Blake Thibault Named 2018 Financial Times 401 Top Retirement Plan Advisers
SAN FRANCISCO, Oct. 23, 2018 /PRNewswire/ -- Blake Thibault, of Heffernan Retirement Services, a division of Heffernan Insurance Brokers, is pleased to announce that he has been named to the 2018 edition of the Financial Times 401 Top Retirement Plan Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans.
This is the fourth annual FT 401 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the asset management industry.
Financial advisers from across the US applied for consideration, having met a set minimum of requirements. The applicants were then graded on six criteria: DC assets under management; DC plan growth rate; specialization in DC plans; years of experience; advanced industry credentials; and compliance record. There are no fees or other considerations required of advisers who apply for the FT 401.
The final FT 401 represents an impressive cohort of elite advisers: the "average" adviser in this year's FT 401 has 20 years of experience advising DC plans and advises $1.26 billion in DC plan assets. The FT 401 advisers hail from 38 states and Washington, D.C., and DC plans on average account for 81% of their practices' total assets.
The FT 401 is one in a series of rankings of top advisers developed by the FT in partnership with Ignites Research, including the FT 300 (independent RIA firms) and the FT 400 (broker-dealer advisers).
Contact: Blake Thibault
800-457-0045
blaket@heffgroup.com
heffgroupfs.com
About Heffernan Retirement Services
Heffernan Retirement Services is a full service financial services firm, offering strategies and solutions for corporations, foundations and individuals. With a dedicated team focused solely on retirement plans, the group has over seventy-five years of experience in consulting and advisory services.
Heffernan Retirement Services believes that all employees deserve the ability to retire on their terms as a reward for a lifetime of hard work. They champion this cause by working with clients to create a comprehensive retirement plan. Being both vendor and investment neutral, Heffernan Retirement Services acts as your true independent consultant.
For more information, visit heffgroupfs.com.
The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (September 2018). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT's research. The listing reflects each advisor's status in six primary areas: DC plan assets under management, DC plan growth rate, specialization in DC plans, years of experience, advanced industry credentials, and compliance record. This honor is not indicative of the advisor's future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401.
The financial consultants at Heffernan Retirement Services are registered representatives with, and securities are offered through, LPL Financial, member FINRA/SIPC. Retirement Plan Consulting Program advisory services offered through LPL Financial OR Heffernan Retirement Services. Retail advisory services offered through LPL Financial OR Heffernan Financial Services. LPL Financial, Heffernan Retirement Services and Heffernan Financial Services are registered investment advisors. Heffernan Insurance Brokers, Heffernan Retirement Services and Heffernan Financial Services are separate entities from LPL Financial.
SOURCE Heffernan Insurance Brokers
