Eric Kaufman named Planadviser Magazine “Top 100 Retirement Plan Adviser”

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.

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About thebenefitblog

Eric is a Producer at Lockton Insurance Brokers, Inc., the world’s largest privately held commercial broker. Eric has over 23 years of experience in the insurance industry and has spent the last 11 years with Lockton. Eric specializes in Health & Welfare Benefits, Retirement Planning, and Executive Benefits. Eric's clients utilize his expertise in the areas of Plan Due Diligence, Transaction Structure, Fiduciary Oversight, Investment Design, Compliance and Vendor negotiation to improve the operational & financial outcome for each client. The Benefit Blog is a place to share that expertise and industry news.
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