Awards & Accomplishments

 

William Beale Named to 2019 Financial Times 401 Top Retirement Advisers

^{The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (October 2019). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials and compliance record. This honor is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401.}

 

HB Retirement has been named to the 2018 NAPA 401K Top Defined Contribution Advisor Teams

^{Established in 2017, nominees had to be individual advisor team/offices with a defined contribution book of business.  To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement.  The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate.  The rating is not indicative of the nominee’s future performance. Teams are ranked by assets under advisement, self-reported by advisor firm/teams.  Approximately 300 submissions were received and 250 were selected.”}

 

Megan Warzinski named as Captain for the 2018 list of NAPA Top Women Advisors

^{Established in 2015, nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners.  Nominees had to be women, had to be retirement plan advisors with their own book of business.  Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top women advisors.}

^{Within the group of top women advisors, those who were principals, owners or team captains of their organizations were designated as “Captains.” In 2018, over 600 nominations were received and 225 considered.  There were 50 Captains, 50 All-Stars, and 15 Rising Stars on the final list. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association.  No fee is charged to participate.}

 

HB Retirement Partners with Questis to Fuel Financial Wellness

 

^{2018 NAPA 401(k) Top Defined Contribution Advisor Teams selected based solely on defined contribution (DC) plan assets under advisement as reported directly by nominees.}

^{2018 NAPA Top Women Advisors nominated and voted on by industry peers and selected by a NAPA panel of judges based on information about their practice, experience and accomplishments as provided by nominees.}

^{HB Retirement is not affiliated with Questis.}