Soltis Investment Advisors Named to Financial Times 401 Top Retirement Plan Advisors List
St. George, Utah [Oct. 4, 2016] – Soltis Investment Advisors today announced that it has been named among the 2016 Financial Times 401 Top Retirement Plan Advisors, for the second consecutive year. To be considered for the list, a firm must manage at least $75 million in plan assets, which must represent at least 25% of the firm’s total assets under management or advisement.
“We are pleased to be included on the Financial Times list,” said Kim Anderson, AIF, the firm’s vice president of retirement plan services. “Since 2012, Soltis has doubled in size and much of our growth has come from the increase in the number of plans we serve. We are dedicated to helping our plan clients meet their fiduciary responsibilities while providing their employees with tools and resources to meet their retirement goals. Our commitment to independence and fee transparency allows us to act in the best interest of our clients as we provide unbiased advice and recommendations.”
In addition to the minimum criteria, Soltis was evaluated on total plan AUM, growth in plan business, plan expertise and experience, participation rate, industry certifications and compliance record. The firm is also among the first investment advisors globally to successfully complete the independent certification process of CEFEX (Centre for Fiduciary Excellence). This certification independently analyzes the trustworthiness and best practice processes of investment fiduciaries. In addition to serving as plan fiduciary under ERISA 3(21) and 3(38), Soltis also provides investment management, plan design, plan benchmarking, and vendor searches, as well as participant education and communication, advice, financial wellness programs and executive financial planning.