Barron’s Magazine Names Retirement Benefits Group Top Institutional Consultants List
Strong Client Relationships Helps Firm Maintain No. 5 Ranking
SAN DIEGO, June 8, 2016 – Retirement Benefits Group (RBG), a team of financial advisors dedicated to delivering value as they service retirement plans and portfolios for companies and individual clients throughout the United States, has been ranked among the best institutional consultants in the nation by Barron’s, placing fifth on the list for the second year in a row.
RBG has maintained its top-five ranking by prioritizing the people who rely on these plans to fund their future. As a result, the firm has built long-term relationships with many of its largest clients.
“When the individual employees participating in these plans are happy, the HR executives and CFOs at the company are happy, too,” said RBG Principal Gary Josephs.
While many retirement plan advisors will only devote one advisor to a client, RBG offers the services of as many as five team members focusing on various components of the plan, including a continuing education program for the plan’s participants to assist them with overall financial wellness.
“Our team approach allows us to be more present with our clients,” Josephs said. “It’s not responsible to think that one advisor can do everything for a client. At RBG, we enable all of our clients to connect with our internal, individual resources for the best level of service possible.”
Barron’s, which first produced this list in 2015, ranked advisors based on institutional investment assets overseen by each team, revenue generated by those assets, the number of clients served by the team, the number of team members, regulatory records and the team’s advanced professional designations and accomplishments.
About Retirement Benefits Group
Retirement Benefits Group is a supportive group of retirement plan consultants with headquarters in Southern California and 14 affiliate offices nationwide. The firm’s goal is to provide professional, non-biased guidance to institutional clients and their employees. Retirement Benefits Group specializes in providing customized retirement plan consulting services, executive benefits, wealth management and retirement management services to individuals and companies of all sizes throughout the United States. The firm’s team of retirement plan consultants provides risk management strategies for fiduciaries and custom strategies designed to help participants work towards retirement. For more information, please visit www.rbgnrp.com.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Retirement Benefits Group™, a Registered Investment Advisor and separate entity from LPL Financial. Retirement Benefits Group is a registered trademark of Retirement Benefits Group, LLC. All rights reserved.