Awards & Recognitions


Team Awards

2017 –PLANSPONSOR Retirement Plan Team of the Year Finalist

2017 & 2016PLANADVISER Magazine’s Top 100 Retirement Plan Advisers

2013Finalist for the ASPPA/NAPA 401(k) Leadership Award

2010 – Finalist for National Retirement Plan Advisory Team of the Year by PLANSPONSOR and Plan Advisor Magazines

 

Individual Awards

2017 – NAPA Top Women – Captains – Addie George

2017 – NAPA Top Women – All-stars – Terry Anderson

2016 – The Best Investment Banker / Financial Planner in Mobile and Baldwin counties by Nappie Awards – Carl Dekle

2016 – NAPA Top Women – MVP – Terry Anderson

2016 & 2015 – Financial Times top 401k Retirement Advisors – Mike Kane & Scott Ciullo

2016 & 2015 – Five Star Wealth Managers by Atlanta Magazine – Mike Kane

2010 – Most Influential Advisors by 401k Wire – Mike Kane

2008 – Most Successful Retirement Plan Advisers by PLANSPONSOR Magazine – Mike Kane & Scott Ciullo

 

Award Disclosures

PLANSPONSOR RP Team of the Year: selected based on quantitative evaluation of service levels and feedback from plan sponsor clients.

PLANADVISER Top 100 Retirement Plan Advisors: selected based solely on quantitative factors, including plan assets and number of plans, as reported directly by nominees.

ASPPA/NAPA 401(k) Leadership: nominated and selected by industry peers based on leadership, innovation and contributions to the retirement plan industry.

NAPA Top Women 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

Best Investment Banker / Financial Planner Nappie Awards: based on reader votes.

FT Top 401 Retirement Advisors: selected based on assets under management in defined contribution (DC) plans, degree of specialization, growth in number of plans and assets under management,  average participation rate in advised DC plans, years of experience, industry certifications, and compliance record.

Five Star Wealth Manager: Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015 Five Star Wealth Managers.

401k Wire 300 Most Influential: Based on reader votes, input from distributors and statistics about advisor practice gathered directly from nominees.

PLANSPONSOR Most Successful RP Advisers: selected based solely on quantitative factors, including plan assets and number of plans, as reported directly by nominees.