Retirement Benefits Group Looks Back on Benchmark Year
Amanda Powers, KCD PR
Retirement Benefits Group Looks Back on Benchmark Year
Leading retirement plan advisors achieved notable growth in advisor population, expanded into new markets and earned unprecedented recognition in 2015
San Diego, California – Feb. 1, 2016 – Retirement Benefits Group (RBG), a retirement consulting team specializing in providing customized retirement plan services, executive benefits and retirement management services to clients throughout the U.S., had an incredibly successful year in 2015 driven by the addition of several advisors in new markets, expanded specializations and an increase in marketing initiatives.
RBG, which is led by a team of seven principals, currently has 480 retirement plans under advisement and more than $13 billion in assets under advisement. The firm added nine new advisors in 2015, bringing its total advisor count to 53 across 17 affiliate offices nationwide.
RBG placed a heavy focus on market expansion in 2015 with the development and launch of its Tribal Partners and Affinity Program. The Tribal Partners program, led by Larry and Taylor Jones in San Diego, specializes in retirement plan services and support for Native American tribes. The firm’s Affinity Program, spearheaded by Daniel Dubois in San Diego, offers members of professional and trade associations and other affinity groups, an array of services geared to help members build and manage retirement capital.
“This year was exceptionally notable for our firm,” said Sean Ciemiewicz, Principal. “We’ve made it our mission to provide premier retirement plan services to companies that are first and foremost dedicated to the success of their employees’ retirement saving efforts. Many of the initiatives we’ve implemented this year have allowed us to expand our reach and target markets, while keeping our focus on what really matters: helping Americans prepare for retirement.”
In 2015, RBG and the firm’s advisors received notable recognition both nationally and within the financial services industry. The firm was named No. 5 on Barron’s Top Institutional Consultant list, recognizing the best firms in the nation in guiding and institutional investing. RBG was also named to PLANADVISER’s 2015 Top 100 Retirement Plan Advisers list in the multi-office category. The firm met the list criteria of overseeing over $10 billion in plan assets and 400 or more plans. Additionally, four RBG advisors were named to the 2015 Financial Times Top 401 Retirement Plan Advisors list. These advisors were chosen based on assets under management in contribution (DC) plans; degree of specialization in DC plan advising; growth in DC plan assets under management; growth in number of DC plans advised; average population rate in advised DC plans; years of experience as a DC planner; industry certifications; and compliance record.
RBG also continued to support the community in San Diego, Irvine and beyond with the sponsorship of multiple events this past year. The firm sponsored and hosted Uncorked for a Cause for the second consecutive year, a contemporary, blind wine tasting event, which raised more than $10,000 for the Boys & Girls Clubs of San Dieguito. RBG also served as a Silver Sponsor of the Toshiba Classic PGA Golf Tournament for the 18th straight year. In previous years, this event has raised over $17 million for its lead beneficiary Hoag Memorial Hospital Presbyterian along with 45 other Orange County charities.
In 2015, RBG strategically worked to empower its brand with the launch of a new website, company blog and comprehensive marketing materials. With a stronger focus on recruiting and marketing initiatives, RBG’s completely redesigned website features the use of landing pages designed for lead generation, increased accuracy in tracking visitors, a mobile-friendly and responsive design, and a newly-launched portal for RBG associates. The numerous marketing materials that were created helped to establish and reinforce brand elements, maintain a consistent brand presence across multiple channels, and enable the firm to communicate RBG’s value propositions and key differentiators.
About Retirement Benefits Group
Retirement Benefits Group is a supportive group of retirement plan consultants with headquarters in Southern California and 17 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.
Barron’s award: Evaluated based on institutional investment assets overseen and revenue generated, number of clients, number of team members and their regulatory records, advanced professional designations and accomplishments. 2015 PLANADVISER Top 100 Advisor Teams: Selected based solely on quantitative factors, including plan assets and number of plans, as reported directly by nominees. Financial Times award: Awarded to financial advisors managing at least $25 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM. Graded on several criteria, including growth in DC plans and assets, plan participation rates, experience and industry certifications, and compliance record. ******** Based on FINRA rule 2210(d)(1)(A) and FINRA rule 2210(d)(1)(b) awards must provide explanation for the criteria for which the award is based.
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.