BALTIMORE, MD – RCM&D, a leading risk management and insurance brokerage firm is proud to announce that the RCM&D Retirement Team has been honored with the esteemed 2024 PLANADVISOR Top Retirement Plan Advisers Award for the second year. This recognition emphasizes RCM&D’s commitment to excellence and the exceptional talent of our team.
PLANADVISER’s prestigious Top Retirement Plan Advisers award is a testament to the industry’s finest, recognizing professionals based on rigorous quantitative measures. Advisers must demonstrate a minimum requirement of 50 plan clients or manage retirement plan assets totaling $400 million or more to qualify for consideration. The 2024 Top Retirement Plan Advisers list features outstanding advisers renowned for their exceptional service across diverse retirement plans.
This achievement exemplifies RCM&D’s unwavering commitment to providing unparalleled service and expertise for our clients. The RCM&D Retirement team’s success is a testament to the firm’s culture of excellence and relentless pursuit of innovation in the retirement planning space.
For more information about RCM&D and our commitment to excellence in risk management and retirement planning, please click here.
Additional Information about the 2024 PLANADVISOR Award
The 2024 PLANADVISER Top Retirement Plan Advisers recognition is based solely on self-reported quantitative data about an adviser’s practice. To be included in this year’s list, advisers had to have a minimum of 50 plan clients or retirement plan assets under advisement of $400 million or more, as of year-end 2023. After meeting the minimum plan or asset count, advisers are also highlighted if they meet the following criteria: 91% -100% of clients that are 401(k) plan sponsors, or 10 or more 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE or MEP/PEP plan clients. As this recognition is based solely on quantitative figures, there is no judging or subjective measurement, and it is not indicative of any adviser’s future performance. Neither advisory firms nor their employees pay a fee in exchange for this recognition. Click here to learn more.