Seven Advisors from AIG Advisor Group Recognized as Top Retirement Plan Advisors

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Representatives from AIG Advisor Group’s four broker-dealers ranked among the country’s top retirement plan advisors by Financial Times

AIG Advisor Group

At AIG Advisor Group, we are dedicated to providing our advisors with leading products, resources and support in order to effectively service a range of businesses, organizations and individuals with unique retirement planning needs.

AIG Advisor Group, one of the largest independent broker-dealer networks in the nation, congratulates its seven affiliated advisors who were recently named to the 2015 Financial Times Top 401 Retirement Plan Advisers list.

Four advisors from Royal Alliance Associates were named to the list, including Lon Burford, Kevin Thelen, Dennis Horr and Russel Karban. Daniel Stith of FSC Securities Corporation, Davis Rieman of SagePoint Financial, Inc. and Stephen Michaels of Woodbury Financial Services, Inc. were also ranked among this year's top retirement plan advisors.

Burford and Thelen, who are associated with Genovese Burford & Brothers, were recognized for the state of California. Horr and Karban, who are associated with Faith Financial Advisors and Savage and Associates, respectively, were both recognized for the state of Ohio. Stith (Wealth Management Group) was honored from Oklahoma, Rieman (SagePoint Financial, Inc.) was recognized from New Jersey and Michaels (Smith Brothers Financial) was named to the list from Connecticut.

“At AIG Advisor Group, we are dedicated to providing our advisors with leading products, resources and support in order to effectively service a range of businesses, organizations and individuals with unique retirement planning needs,” said Kelly Michel, Senior Vice President and head of Retirement Plan Consulting Services for AIG Advisor Group. “It is clear that these advisors have gone above and beyond to service the needs of their clients and we are pleased to see that they have been recognized for their efforts.”

The top advisors were chosen based on several criteria, including assets under management in defined contribution (DC) plans; degree of specialization in DC plan advising; growth in DC plan assets under management; growth in number of DC plans advised; average population rate in advised DC plans; years of experience as a DC planner; industry certifications; and compliance record.

The complete list of Financial Times Top 401 Retirement Advisers for 2015 can be found here.

About AIG Advisor Group
AIG Advisor Group is a marketing name for a network of independent broker-dealers that is among the largest in the United States. The four broker-dealers that comprise AIG Advisor Group – FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc. and Woodbury Financial Services, Inc., members FINRA/SIPC – foster the spirit of entrepreneurship and independence that our nearly 6,000 independent advisors exemplify. Our structure allows us to invest in significant resources across our broker-dealer network that a single firm would have difficulty duplicating and our advisors enjoy access to state-of-the-art technologies, personalized service and broad-based operational support. For more information, please visit http://www.advisorgroup.com. Referenced entities are not affiliated with any of the broker-dealers.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These rating should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

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Amanda Powers
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