Sean McGarry, Director of Retirement Plan Services, was recently named to the 2015 Financial Times Top 401 Retirement Plan Advisors list. 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.
A retirement plan is a key benefit that can attract and help retain top employees. But it’s also an immense responsibility. Help your employees plan for a comfortable future by partnering with Rockland Trust. As a plan sponsor, you take on the fiduciary responsibility for the plan. When you delegate certain fiduciary responsibilities to us, you reduce your own risk as a fiduciary while also providing your employees with access to valuable advice about their future. We will work with your current provider to ensure that you have the best plan for you and your employees.
Whether it’s a 401(k), 403(b), 457, or 401(a) defined contribution plan—or a pension or profit sharing plan, the Rockland Trust Retirement Plan Services team works with you to create a plan that is effective and flexible for participants—and efficient for your company to administer.
Contact Sean McGarry, AIF®, at 800.826.6101, or email Sean.McGarry@RocklandTrust.com.
The Financial Times Top 401 Retirement Plan Advisors is an independent listing produced by the Financial Times (May, 2015). The FT 401 is based on data gathered from financial advisors, firms, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in eight primary areas, including: DC plan assets under management; DC plan assets as a percentage of overall AUM; growth in DC plan AUM; growth in DC plans advised; DC plan employee participation; professional designations; experience; and compliance record. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 401.
