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Rating:Four Advisors Win Top 401k Honors Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, March 09, 2011

Four Advisors Win Top 401k Honors

Reported by Neil Anderson, Managing Editor

Fundsters looking for defined contribution investment-only distribution through retirement plan advisors may want to consider working with some of the advisors just honored by our sister publication, The 401kWire.

Yesterday, at The 401kWire's third annual "Influencers' Summit" at the Mandarin Oriental in Las Vegas, retirement plan industry insiders recognized the top 60 advisors in the defined contribution list, and The 401kWire revealed the top advisors in each of four market segments.

Those top four advisors are:

  • in the micro market (targeting plans with less than $5 million in assets), Jim Sampson with Warwick, Rhode Island-based Cornerstone Retirement Advisors (with LPL Financial Retirement Partners [formerly known as NRP]) [see 401kWire profile];

  • in the small market ($5 million to $15 million), Michael Coelho with Anaheim, California-based InvestLinc Wealth Services (with Financial Telesis and Retirement Plan Advisory Group) [see 401kWire profile];

  • in the mid market ($15 million to $75 million), Ken Catanella with UBS Institutional Consulting in Philadelphia [see 401kWire profile];

  • and in the large market ($75 million and up), Marc Zimmerman with Mahoney & Associates in Ft. Lauderdale, Florida [see 401kWire profile].

    In November, drawing on a pool of more than nominees and thanks to 120,000 votes from our readers, The 401kWire named the 300 Most Influential Advisors in Defined Contribution for 2011 (see 401kWire article). Then in February The 401kWire revealed the top 60 advisors from that list. The top four advisors were drawn from the top 60 (see 401kWire article). 

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