2017 Financial Times 401 Top Retirement Plan Advisers


September 27, 2017 – Bukaty Companies Financial Services is pleased to announce that Vince Morris 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.

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. View the full list here.

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).

About Financial Times 401 Top Retirement Plan Advisers:

The Financial Times 401 Top Retirement Plan Advisers is an independent listing produced annually by the Financial Times (September 2017). The FT 401 is based on data gathered from advisers, regulatory disclosures, and the FT’s research. The listing reflects each adviser’s status in seven primary areas: DC plan 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. This honor is not indicative of the adviser’s future performance. Neither the advisers nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401.

About Bukaty Companies Financial Services:

Founded in 2001, Bukaty Companies Financial Services is a full service financial services organization offering comprehensive retirement plan consulting, wealth management, and asset management services. Bukaty Companies Financial Services offers a highly trained team of industry specialists to help individuals and employers plan for the future and most importantly enhance and maintain their quality of life. The company has locations in Overland Park, Kansas; Denver, Colorado; Austin, Texas; and St. Louis, Missouri. For more information please visit Securities offered through Triad Advisors, member FINRA/SIPC. Investment advice offered through Resources Investment Advisors, Inc., an SEC-registered investment adviser. Resources Investment Advisors, Inc. and Bukaty Companies Financial Services are not affiliated with Triad Advisors.

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