Robert J.B. Kotler Named to 2020 Financial Times 401 Top Retirement Advisers
October 22, 2020 – RCM&D is pleased to announce that Robert J.B. Kotler has been named to the 2020 edition of the Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans across the U.S.
Robert leads RCM&D’s Retirement Services Practice and works with a variety of retirement plan types for clients of all industries. He began his career in financial services in 2000. Robert leverages a unique perspective by blending a wealth of knowledge of the complexities of retirement plan design and fiduciary concerns with a strong client-centric approach.
“While I am proud to be included on this prestigious list, it is truly a reflection of the hard work of the entire RCM&D Retirement Services Practice.” said Kotler, “As a cohesive unit, we are all committed to ensuring our clients get a well-rounded, quality service experience, and most importantly, that their employees have the best chance at retirement readiness and overall financial wellness.”
This is the sixth annual FT 401 list and the second consecutive year in which Robert has been included. The FT401 list is produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. Ignites Research provides business intelligence on investment management.
Advisors named to the FT 401 list were graded on six criteria: DC assets under advisement (AUA); DC AUA growth rate; specialization in DC plans; years of experience; advanced industry credentials; and compliance record.
The final FT 401 represents an impressive cohort of elite advisers. The median DC plan assets administered by this year’s group is $800 million. These are true specialists as DC plans on average account for 86% of total client assets. The FT 401 advisers represent 41 states and Washington, D.C.
The FT 401 is one in a series of rankings of top advisers developed by the FT in partnership with Ignites Research, including the FT 300 (independent RIA firms) and the FT 400 (broker-dealer advisers).