Brent Sheppard Recognized by PLANADVISER as a 2024 Top Retirement Plan Adviser

Brent Sheppard was recognized by PLANADVISER as a 2024 Top Retirement Plan Adviser and qualified by Total Retirement Plans Under Advisement.

Published by PLANADVISER:

“This prestigious designation recognizes the top retirement plan advisers in the industry based on quantitative measures. To be listed, advisers had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more.

In our second year of this iteration, the 2024 Top Retirement Plan Advisers list contains 263 advisers who stand out for their service of all types of retirement plans.

After meeting the minimum plan or asset count, advisers are highlighted if they have what was designated as a special focus in any particular plan type. This means, 91% - 100% of clients that are 401(k) plan sponsors, or 10 or more 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE or MEP/PEP plan clients.”

See the full list and publication here.

2024 Top Retirement Plan Advisers award was issued by PlanAdviser on 03/14/2024 for the period covering 03/14/2024-03/13/2025.  Winners are selected based solely on self-reported quantitative data about an adviser’s practice, including amount of plan assets, number of plans, and percentage of business coming from defined benefit, 403(b), nonqualified plans and other plan types. The award is not an endorsement or indicative of future performance of the financial adviser. A fee was not paid for consideration. For more information, visit www.planadviser.com.CRN000000-6133296