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The Advisor Advantage: 5 Ways to Benefit from Partnering with a Retirement Plan Advisor
Team SummitEmployee Outcomes, Employer Resource Center, Fiduciary Governance, Plan Investments, Plan Operations & AdminComments are off for this post
From decoding key ERISA regulations to keeping abreast of fees and providing educational support to workers, there are many responsibilities that plan sponsors possess. Some business owners even forgo offering a 401(k) to their employees because they fear they don’t have the time or expertise to manage a plan. However, whether it’s helping to attract  Read More →
Craig Stanley Named to 2020 Financial Times 401 Top Retirement Advisers
Team SummitOur NewsComments are off for this post
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  Read More →
Craig Stanley Named 2019 Financial Times 401 Top Retirement Advisers
Team SummitOur NewsComments are off for this post
We are pleased to announce that Craig Stanley has been named to the 2019 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. Candidates were graded on six criteria: DC assets under  Read More →

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