Five HighTower Advisors Listed on 2017 Financial Times Top 401 Retirement Advisers List
"Managing a retirement plan is a complex challenge for any business owner, and the advisors on this list provide invaluable guidance to our clients on this critical responsibility," said
H. Steve Bogner ofTreasury Partners atHighTower inNew York, N.Y. Mr. Bogner joinedTreasury Partners atHighTower inJanuary 2011 and is responsible for the team's corporate retirement plan advisory services, especially those relating to 401(k) defined contribution, defined benefit, and non-qualified deferred compensation plans.Mr. Bogner also consults in the areas of control/restricted stock, life insurance/annuities, and estate planning. This is his second consecutive year on the list.Robert A. DeLucca ofThe Andriole Group atHighTower inMadison, Conn.
Mr. DeLucca brings more than 20 years of industry experience toHighTower . He is responsible for ensuringThe Andriole Group delivers client service experiences marked by excellence all while focusing on portfolio management, construction of customized fixed-income strategies, investment management services and corporate retirement plan consulting.Jason B. Ezzell ofThe Ezzell-Conklin Group atHighTower inFolsom, Calif. Mr. Ezzell has over 15 years of financial experience and focuses on Private Client and Corporate Services. He leadsThe Ezzell-Conklin Group's research and investment process, driving customized portfolio construction and management for affluent private clients, institutions and endowments.Mr. Ezzell provides corporate clients with fiduciary services that include the creation and maintenance of fiduciary governance processes, as well as independent analysis and due diligence of investments in qualified and non-qualified deferred compensation plans, defined benefit plans and endowment funds.Peter T. Godfrey ofHighTower Fiduciary Plan Advisors inOwings Mills, Md. Mr. Godfrey has over 18 years of experience in retirement plan consulting and specializes in delivering objective investment advice and fiduciary consulting to sponsors of defined contribution and defined benefit retirement plans.Jania Stout ofHighTower Fiduciary Plan Advisors inOwings Mills, Md. Ms. Stout brings more than 20 years of experience in ERISA plan consulting toHighTower . She specializes in fiduciary consulting, investment monitoring and advice, 401(k) plan consulting, 403(b) plans, investment design and monitoring, Fiduciary Process, Education Strategies, Plan Design, Non-Qualified plans, ESOPs, and Defined Benefit Plans.
To qualify for the 2017 Top 401 Retirement Advisers list, advisors must manage
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