NEWPORT BEACH, Calif.--(BUSINESS WIRE)--Alliant Retirement Consulting, a division of Alliant Insurance Services, has announced that Senior Vice President Jay Laschinger has been named one of the nation’s top 401 retirement advisers in 2016 by the Financial Times (FT). The prestigious FT 401 list recognizes the top financial advisers from across the U.S. specializing in defined contribution (DC) retirement plans.
“In an era of growing scrutiny and high expectations, managing DC retirement plans requires a highly specialized approach and a strong command of the changing legislative and financial dynamics of the market,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits. “Jay typifies these high standards and has earned a well-deserved place among our industry’s elite retirement professionals.”
The FT 401 is comprised of elite advisers from 41 states. Honorees in this year’s list averaged 18 years of experience advising DC plans and $950 million in DC plan assets under management. DC plans on average accounted for 74 percent of total assets under management.
Financial advisers from across the broker-dealer and RIA channels applied for consideration, with the applicants graded on seven criteria:
- DC assets under management
- Growth rate in DC plan business
- Specialization in DC business
- Years of experience advising DC plans
- Industry certifications
- Participation rate in DC plans advised
- Compliance record
Currently in its second year, the FT 401 list is produced independently by the FT in collaboration with Ignites Research, a subsidiary of the publication that provides business intelligence on asset management.
Alliant Retirement Consulting is continuing an award-winning run of success in 2016. In April, the division joined some of the industry’s leading retirement advisers and teams on the prestigious PLANADVISER Top 100 Retirement Plan Advisers list. Alliant Retirement Consulting was recognized among teams with more than $5 billion and 250 retirement plans under advisement. (Nominated by industry professionals and selected based on quantitative evaluation of service levels and feedback from plan sponsor clients. Advisers who have attained the PLANSPONSOR Retirement Professional Designation receive an automatic nomination.)
About Alliant Insurance Services
Headquartered in Newport Beach, CA, Alliant Insurance Services, Inc. is one of the largest insurance brokerage firms in the United States and has a history dating back to 1925. Alliant provides property and casualty, workers’ compensation, employee benefits, surety, and financial products and services to more than 26,000 clients nationwide, including public entities, tribal nations, healthcare, energy, law firms, real estate, construction, and other industry groups. More information is available on the company’s web site at www.alliant.com.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Alliant Retirement Consulting, a registered investment advisor. Alliant Retirement Consulting, Alliant Employee Benefits, and Alliant Insurance Services and separate entities from LPL Financial.