Craig Stanley Named to 2020 Financial Times 401 Top Retirement Advisers

We are elated to announce that Craig Stanley has been named to the 2020 edition of Financial Times’ 401 Top Retirement Advisers!

This list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans, such as 401(k) and 403(b) plans across the U.S.

Financial advisers from across the U.S. who met a set minimum of requirements to be considered were then graded on six criteria: DC assets under advisement (AUA); DC AUA 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 for the FT 401.

The final FT 401 represents an impressive cohort of elite advisers. The median DC plan assets administered by this year’s group is $800 million. These are true specialists as DC plans on average account for 86% of total client assets. The FT 401 advisers represent 41 states and Washington, D.C.

This is the sixth annual FT 401, and Craig’s fifth time having the honor of being included on the list, which is produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times.

Join us in congratulating Craig!!

Click here to see the full list of winners and the criteria used in the selection process.

Representatives offer products and services using the following business names: Summit Group of Virginia LLP – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Summit Group of Virginia LLP. Products and services are limited to residents of states where the representatives are registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. 

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