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October 03
Alliant’s Jay Laschinger Named to 2017 Financial Times 401 Top Retirement Plan Advisers

Prestigious list recognizes top financial advisers specializing in defined contribution (DC) plans

NEWPORT BEACH, CA — Alliant Retirement Consulting, a division of Alliant Insurance Services, has announced that Senior Vice President Jay Laschinger has been named to the 2017 edition of the Financial Times 401 Top Retirement Plan Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans.

“For the second consecutive year, Jay has been recognized among the nation’s elite retirement professionals,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits. “His continued success in this highly competitive arena is a testament to his exceptional service, market knowledge, and innovation—standards that are in lock-step with the Alliant commitment.”

This is 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 on asset management.

Financial advisers from across the U.S. applied for consideration, having met a set minimum of requirements. The applicants were then graded on seven criteria: 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. 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 19 years of experience advising DC plans and manages $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).