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Articles by Aaron
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🗓️Seven years My very first day as a 401k consultant, July 16, 2018 I was flown to Aliso Viejo, CA to a kick of meeting with RPAG as Ladenburg had…
🗓️Seven years My very first day as a 401k consultant, July 16, 2018 I was flown to Aliso Viejo, CA to a kick of meeting with RPAG as Ladenburg had…
Liked by Aaron Pottichen
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Alex Littlejohn, complete force of nature by any measurement, talking about how Alliant made her world better. I can tell you first hand that she has…
Alex Littlejohn, complete force of nature by any measurement, talking about how Alliant made her world better. I can tell you first hand that she has…
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Exciting news! Alliant's PEO Advisory Division is growing, and we are looking for a dedicated PEO Sales Coordinator to join our team. If you have a…
Exciting news! Alliant's PEO Advisory Division is growing, and we are looking for a dedicated PEO Sales Coordinator to join our team. If you have a…
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Experience & Education
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Alliant Insurance Services
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Honors & Awards
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2016 Financial Times 401 Top Retirement Plan Advisors
Financial Times
This is the second 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 asset management.
Financial advisers from across the broker-dealer and RIA channels applied for consideration, having met a set minimum of requirements. The applicants were then graded on seven criteria: DC assets under management; DC AUM growth rate; specialization in DC plans; years of experience; DC…This is the second 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 asset management.
Financial advisers from across the broker-dealer and RIA channels applied for consideration, having met a set minimum of requirements. The applicants were then graded on seven criteria: DC assets under management; DC AUM growth rate; specialization in DC plans; years of experience; DC plan participation rate; advanced industry credentials; and compliance record. There are no fees or other considerations required of advisers who apply for the FT 401.
Once again, the final FT 401 represents a cohort of elite advisers: the “average” adviser in this year’s FT 401 has 18 years of experience advising DC plans and manages $950 million in DC plan assets. The FT 401 advisers hail from 41 states and Washington, D.C., and DC plans on average account for 74% of their 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).
Award Criteria & Methodology:
The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced by the Financial Times (September 2016). The FT 401 is based on data gathered from financial advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in seven primary areas, including DC plan assets under management, growth in DC plan business, specialization in DC plan business, and other factors. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the advisors nor their parent firms pay a fee to Financial Times in exchange for inclusion in the FT 401. -
Top 50 Plan Advisor Under 40
National Association of Plan Advisors
The NAPA Young Guns, Top 50 Plan Advisors Under 40 recognizes the top advisors under 40 who work with employer sponsored retirement plans in America.
More activity by Aaron
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Excited to welcome the PGA employees, clients and affinity partners to the AMBA team!
Excited to welcome the PGA employees, clients and affinity partners to the AMBA team!
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With point solutions becoming increasingly common in employee benefits, many employers are asking: are we really getting the results we expected? In…
With point solutions becoming increasingly common in employee benefits, many employers are asking: are we really getting the results we expected? In…
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exciting times. #alliantretirementconsulting
exciting times. #alliantretirementconsulting
Liked by Aaron Pottichen
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We are excited to share that our LA team is being featured in LUBA's Agency Spotlight next month. We value our longstanding partnership with LUBA and…
We are excited to share that our LA team is being featured in LUBA's Agency Spotlight next month. We value our longstanding partnership with LUBA and…
Liked by Aaron Pottichen
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Wise advice for us all. For any business owner, including financial advisors that own their practice, we all exit at some point. The only decisions…
Wise advice for us all. For any business owner, including financial advisors that own their practice, we all exit at some point. The only decisions…
Liked by Aaron Pottichen
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Five years ago, I was debating an MBA. For a time, I thought that was the path I needed to take to become an entrepreneur. Instead, I took the…
Five years ago, I was debating an MBA. For a time, I thought that was the path I needed to take to become an entrepreneur. Instead, I took the…
Liked by Aaron Pottichen
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Alliant sits as the top independent insurance broker in the country. Our 29.3% growth is nearly double that of our closest competitor in the top ten.…
Alliant sits as the top independent insurance broker in the country. Our 29.3% growth is nearly double that of our closest competitor in the top ten.…
Liked by Aaron Pottichen
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Proof positive that Alliant is winning — driven by talent acquisition and validated by market momentum. While most competitors have relied on growth…
Proof positive that Alliant is winning — driven by talent acquisition and validated by market momentum. While most competitors have relied on growth…
Liked by Aaron Pottichen
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Because the best people in the industry continue to join us. One by one and through extremely high quality partnerships through targeted M&A. If…
Because the best people in the industry continue to join us. One by one and through extremely high quality partnerships through targeted M&A. If…
Liked by Aaron Pottichen
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Alliant just reached a major milestone: we’re now the largest independent, privately held insurance brokerage firm in the world. That kind of scale…
Alliant just reached a major milestone: we’re now the largest independent, privately held insurance brokerage firm in the world. That kind of scale…
Liked by Aaron Pottichen
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Alliant has grown to be the #1 largest Privately Owned Brokerage firm in the U.S (5th largest overall). Our structure drives our unique culture…
Alliant has grown to be the #1 largest Privately Owned Brokerage firm in the U.S (5th largest overall). Our structure drives our unique culture…
Liked by Aaron Pottichen
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📣 Alliant’s continued growth in the industry is once again being recognized — and I’m proud to be part of a team that’s leveraging that momentum to…
📣 Alliant’s continued growth in the industry is once again being recognized — and I’m proud to be part of a team that’s leveraging that momentum to…
Liked by Aaron Pottichen
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Big news in the world of insurance consulting: Alliant Insurance Services is now the largest independent and privately held insurance brokerage firm…
Big news in the world of insurance consulting: Alliant Insurance Services is now the largest independent and privately held insurance brokerage firm…
Liked by Aaron Pottichen
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