Jim Maulfair Named to 2017 Financial Times 401 Top Retirement Plan Advisers
Leesburg, VA – September 27, 2017: AHT is pleased to announce that Jim Maulfair, CPA, AIF, Principal and Director of Financial Services has been named to the 2017 list of Financial Times 401 Top Retirement Plan Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans.
“It is very rewarding to have our team’s advocacy of retirement plans recognized again. I am so proud of the entire AHT Retirement Team and how we have been able to positively impact plan participant outcomes,” says Jim Maulfair.
This year marks the third annual FT 401 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence for asset management.
The elite group of financial from across the U.S. were chosen based on several criteria including DC assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate as well as investment recommendations and practice information gathered from each nominee. No fees are required, and there are no other considerations for advisers applying to be named to this list.
The final FT 401 list represents an impressive cohort of leading advisers averaging 19 years of experience advising DC plans and managing $1.6 billion in DC plan assets. The FT 401 advisers hail from 38 states and Washington, D.C., and DC plans, on average, account for 74% of their total assets under management.
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). View the full list here.
Jennifer Junda, Director of Marketing & Communications
AHT is a full-service insurance brokerage and consulting firm offering property and casualty, employee benefits, retirement, personal and international services for a wide range of industries. With offices serving Chicago, New York, San Francisco, Seattle and the Washington, D.C. metro areas. AHT boasts national recognition for practices in areas including technology, manufacturing, government contracting and nonprofits. AHT is also a partner of the Worldwide Broker Network, RiskProNet and TechAssure global broker networks. For more information, visit www.ahtins.com or, call 800.648.4807.