Awards & Articles
Awards
401kAIM recognized as the PlanSponsor Retirement Plan Adviser of the Year for 2017 by PLANADVISER Magazine (February 2017, Nominated by industry professional and selected based on a qualitative evaluation of service levels and feedback from plan sponsor clients.)
401kAIM recognized as one of the Nation’s Top 100 Retirement Plan Advisors for 2016 by PLANADVISER Magazine (February 2016, Nominated by industry professional and selected based on a qualitative evaluation of service levels and feedback from plan sponsor clients.)
401kAIM recognized as one of the Nation’s Top 100 Retirement Plan Advisors for 2015 by PLANADVISER Magazine (February 2015, Nominated by industry professional and selected based on a qualitative evaluation of service levels and feedback from plan sponsor clients.)
401kAIM recognized as one of the Nation’s Top 100 Retirement Plan Advisors for 2014 by PLANADVISER Magazine (February 2014, Nominated by industry professional and selected based on a qualitative evaluation of service levels and feedback from plan sponsor clients.)
The National Association of Plan Advisers (NAPA) named 401kAIM SVP Brady Dall one of the Top 50 Retirement Plan Advisors Under 40. This list includes plan advisors who are established leaders ready to take the DC industry to the next level.
401kAIM Client Awarded as Most Successful Retirement Plan in the Country. Congrats O.C. Tanner Company!
401kAIM President & Managing Partner Corby Dall named to 401kWire’s list of the 300 most influential DC Advisors. (Nominated by industry leaders and selected by 4010kWire poll and committee.)
401kAIM President & Managing Partner Corby Dall nominated for the 2010 most influential people in defined contribution by the 401k wire.
401kAIM SVP Brady Dall named to the Retirement Advisor Council. The council is a national organization advocating for successful qualified plan and participant retirement outcomes. Membership is specific criteria and a rigorous review process.
In 2009 Inc. 500 recognized National Retirement Partners (NRP) as the 2nd fastest growing company in America. Corby Dall, our President & Managing Partner was a founding member of NRP.
Corby serves second year as Capitol Hill delegate to discuss the future of America’s retirement savings industry.
401kAIM named as one of the nation’s top Wealth Managers by Forbes Magazine (401kAIM is a DBA of IFP, named to Forbes Magazine’s list of “Top 50 Wealth Managers.” List compiled by RIA Database using data reported March 31, 2013 and selected based on total assets under management.)
401kAIM recognized as one of the Nation’s Top 100 Retirement Plan Advisors for 2013 by PLANADVISER Magazine (February 2013, Nominated by industry professional and selected based on a qualitative evaluation of service levels and feedback from plan sponsor clients.)
Articles
- TOTAL PLAN ASSETS/PARTICIPANTS: $158,000,000/1,723 PARTICIPATION RATE: 93.5%...
- Guidance for plan sponsors on how to motivate employees to get beyond their 401(k) inertia...
- “The only way to make it to the finish line is to save money,” says adviser Jason Chepenik,...
- What is the next phase of plan-design changes that a plan sponsor should think about implementing?...
- An ever-increasing percentage of companies are adopting 401(k) plans, which ultimately puts the...
- Several advisers offered tips on how to craft an RFP response that will resonate with sponsors—and...
- Total plan assets/participants: $245 million/1,770Participation rate: 96%Average deferral rate: 8.4...
- The Atlanta Mid-Sized Retirement & Healthcare Plan Management Conference, held April 28-...
- EAST GRANBY, CT, February 4, 2013 -- The Retirement Advisor Council is pleased to announce the...
- For decades, Christy Zavaleta's worked two jobs to support herself and her four children. Now, at...
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