James Worrell Named to 2019 Financial Times 401 Top Retirement Plan Advisers
Strategic Retirement Partners is pleased to announce that James (Jamie) Worrell has been named to the 2019 edition of the Financial Times 401 Top Retirement Advisers. The 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 US.
This is the fifth 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 the asset management industry.
“This type of recognition from Financial Times for my commitment to clients, participants and the industry is an honor,” said Jamie Worrell, Managing Director, Northeast.
Financial advisers from across the U.S. applied for consideration, having met a set minimum of requirements. The applicants were then graded on six criteria: DC assets under management (AUM); DC AUM 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 who apply for the FT 401.
The final FT 401 represents an impressive cohort of elite advisers: the “average” adviser in this year’s FT 401 has over 22 years of experience advising DC plans and manages $1.6 billion in DC plan assets. The FT 401 advisers hail from 40 states and Washington, D.C., and DC plans on average account for 84% 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).
About Strategic Retirement Partners
Strategic Retirement Partners is an independent total retirement consulting practice, with experience in defined contribution, defined benefit, not-for-profit, ESOP/KSOP, Taft-Hartley, and executive/deferred compensation plans. SRP represents 765 plans and $10.9 billion in client assets as of August 2019 with offices in California, Florida, Illinois, Indiana, Iowa, Maryland, Michigan, Minnesota, Ohio, Oklahoma, New York, Rhode Island, Texas, Virginia, and Wisconsin. For more information, please visit us at www.srpretire.com.