Multnomah Group is pleased to announce that we have been included in the inaugural 2015 Financial Times Top 401 Retirement Plan Advisers ranking - an independent listing produced bythe Financial Times based on data gathered from financial advisors, firms, regulatory disclosures, and the Financial Times research.
The listing reflects each advisor's performance in eight primary areas, including: DC plan assets under management; DC plan assets as a percentage of overall AUM; growth in DC plan AUM; growth in DC plans advised; DC plan employee participation; professional designations; experience; and compliance record. Neither brokerages nor advisors pay a fee to The Financial Times in exchange for inclusion in this list.
The list of the Financial Times Top 401 Retirement Plan Advisors ranking will be published in a special section of the newspaper's U.S. edition on Thursday, May 28. The list can also be found on Financial Times website here. We are honored to be selected for inclusion.