Planadviser magazine regularly compiles lists and statistics on top retirement advisers. This year, Planadviser evaluated these lists to decide which adviser’s “practices stand out in terms of a series of quantitative measures” (Planadviser). Under these requirements, it selected 100 top retirement plan advisers, naming Lockton’s Eric Kaufman to the list.
The group’s goal is to, “draw attention to those who have a demonstrable presence, defined as having more than a tenth of their practice focused on 403(b) plans, defined benefit plan
s, nonqualified plans, or 457 plans.”According to Planadviser, “To enter the awards process, nominees must complete a form providing various details of their practice.”
Kaufman was named in the prestigious $275 to $550M category with only four other advisers. He was the only West Coast located adviser to receive the award in this category.