Bronfman Rothschild’s Marc McDowell Named to Financial Times Top 401 Retirement Advisor List
Madison, WI, September 27, 2018 — Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, announced today that Marc McDowell, Director and Principal of Plan Advisor Services, was named to the 2018 Financial Times 401 Top Retirement Advisors list. The list recognizes the top financial advisors who specialize in defined contribution (DC) retirement plans.
“It’s wonderful to see Marc recognized among the nation’s top retirement professionals,” said Mike LaMena, Bronfman Rothschild President and Chief Operating Officer. “This recognition is reflective of the professionalism, industry knowledge, and dedication that Marc and our CEFEX-certified Retirement Plan Advisory team bring to plan sponsor clients.”
The FT 401 list represents an elite group of advisors; the average FT 401 advisor manages $1.26 billion in DC plan assets. Advisors that make the FT 401 list are scored on seven criteria: DC plan assets under management (AUM); growth in DC business; specialization in DC business; years of experience; industry certifications; compliance record; and DC plan participation rate. No fees are exchanged as part of the objective, independent selection process.
About Bronfman Rothschild
Based in Rockville, Maryland, Bronfman Rothschild grows and preserves wealth through thoughtful and disciplined strategies that focus on what’s most important to each client. With ten offices throughout the Midwest and East Coast, we offer comprehensive wealth management and planning to individuals and families as well as retirement advisory and consulting services to retirement plan sponsors. Our in-house research capabilities and the collective expertise of our team are supported by our collaborative, client-focused culture. Our 90 employees adhere to a high standard of fiduciary care as we seek to form a true and objective partnership with each client we serve.
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