For 3rd Straight Year, David Hatter Named to Financial Times 401 Top Retirement Plan Advisers!

September 10, 2018 – Arista Financial Group is pleased to announce that David Hatter has been named to the 2017 edition of the Financial Times 401 Top Retirement Plan Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans.

This is the fourth annual 401 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on asset management.

Financial advisers from across the U.S. applied for consideration, having met a set minimum of requirements. The applicants were then graded on seven criteria: DC assets under management (AUM); DC AUM growth rate; specialization in DC plans; years of experience; advanced industry credentials; compliance record and DC plan participation rate. There are no fees or other considerations required of advisers who apply for the FT 401. 

The final FT 401 represents an impressive cohort of elite advisers: the “average” adviser in this year’s FT 401 has 19 years of experience advising DC plans and manages $1.6 billion in DC plan assets. The FT 401 advisers hail from 38 states and Washington, D.C., and DC plans on average account for 74% of their total assets under management.

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).

About Arista Financial Group

Arista Financial Group is a focused, mission-based, and independent resource for institutional and private investors.

Our goal is to create FINANCIAL SECURITY FOR ALL AMERICANS.
As retirement plan advisors, we strive to help companies design, deliver, and manage retirement plans that provide employees the best possible opportunity to become financially secure. We help to create a future in which financial security empowers all working Americans to discover and serve THEIR calling.

The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in seven primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate. This honor is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401.

David Hatter Named to 2017 Financial Times 401 Top Retirement Plan Advisers!

September 27, 2017 – Arista Financial Group is pleased to announce that David Hatter has been named to the 2017 edition of the Financial Times 401 Top Retirement Plan Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans.

This is the third annual FT 401 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on asset management.

Financial advisers from across the U.S. applied for consideration, having met a set minimum of requirements. The applicants were then graded on seven criteria: DC assets under management (AUM); DC AUM growth rate; specialization in DC plans; years of experience; advanced industry credentials; compliance record and DC plan participation rate. There are no fees or other considerations required of advisers who apply for the FT 401. 

The final FT 401 represents an impressive cohort of elite advisers: the “average” adviser in this year’s FT 401 has 19 years of experience advising DC plans and manages $1.6 billion in DC plan assets. The FT 401 advisers hail from 38 states and Washington, D.C., and DC plans on average account for 74% of their total assets under management.

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).

About Arista Financial Group

Arista Financial Group is a focused, mission-based, and independent resource for institutional and private investors.

Our goal is to create FINANCIAL SECURITY FOR ALL AMERICANS.
As retirement plan advisors, we strive to help companies design, deliver, and manage retirement plans that provide employees the best possible opportunity to become financially secure. We help to create a future in which financial security empowers all working Americans to discover and serve THEIR calling.

The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in seven primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate. This honor is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401.

David Hatter Named to 2016 Financial Times 401 Top Retirement Plan Advisers!

September 20, 2016 – Arista Financial Group is pleased to announce that David Hatter has been named to the 2016 edition of the Financial Times 401 Top Retirement Plan Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans.

This is the second annual FT 401 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on asset management.

Financial advisers from across the broker-dealer and RIA channels applied for consideration, having met a set minimum of requirements. The applicants were then graded on seven criteria: DC assets under management; DC AUM growth rate; specialization in DC plans; years of experience; DC plan participation rate; advanced industry credentials; and compliance record. There are no fees or other considerations required of advisers who apply for the FT 401.

Awarded to financial advisors advising at least $50 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM. Graded on several criteria, including growth in DC plans and assets, plan participation rates, experience and industry certifications, and compliance record.

Once again, the final FT 401 represents a cohort of elite advisers: the “average” adviser in this year’s FT 401 has 18 years of experience advising DC plans and manages $950 million in DC plan assets. The FT 401 advisers hail from 41 states and Washington, D.C., and DC plans on average account for 74% of their assets under management.

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).

About Arista Financial Group

Arista Financial Group is a focused, mission-based, and independent resource for institutional and private investors.

Our goal is to create FINANCIAL SECURITY FOR ALL AMERICANS.
As retirement plan advisors, we strive to help companies design, deliver, and manage retirement plans that provide employees the best possible opportunity to become financially secure. We help to create a future in which financial security empowers all working Americans to discover and serve THEIR calling.

The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced by the Financial Times (September 2016). The FT 401 is based on data gathered from financial advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in seven primary areas, including DC plan assets under management, growth in DC plan business, specialization in DC plan business, and other factors. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the advisors nor their parent firms pay a fee to Financial Times in exchange for inclusion in the FT 401. 

GASBO Annual Conference 2016

GASBO Annual Conference 2016

November 8 – 11, 2016

Augusta, GA

The Georgia Association of School Business Officials (GASBO), comprised of leading school business officials from throughout the state, will be holding its 51st Annual Conference November 8-11, 2016 at the Augusta Marriott at the Convention Center in Augusta, Georgia. Read more

2016 GSSA Fall Bootstrap Conference

2016 GSSA Fall Bootstrap Conference

October 19 – 20, 2016

Athens, GA

2016 Financial Times 401 Top Retirement Plan Advisors

2016 Financial Times 401 Top Retirement Plan Advisors

September 15, 2016

New York City, NY

David Hatter has been named to the 2016 Financial Times 401 Top Retirement Plan Advisors. He is among the elite plan advisors in the U.S. The average FT 401 advisor manages $950 million in DC plan assets. Congratulations on this prestigious honor!

The Financial Times will celebrate all FT 401 honorees at an event in Manhattan on Thursday, September 15 from 6:30pm – 8:30pm.

2016 GAEL Summer Conference

2016 GAEL Summer Conference

July 10 – 13, 2016

Jekyll Island, GA

The 2016 GAEL Summer Conference Committee invites you to join more than 1,200 school leaders at the 42nd Annual Summer Conference of the Georgia Association of Educational Leaders (GAEL). The Conference will be July 10-13, 2016 at the Jekyll Island Convention Center on Jekyll Island. The EXPO Hall will open Sunday afternoon July 10, 2016 and close Tuesday afternoon, July 12, 2016. Read more

Summer Jam 2016

Summer Jam 2016

June 28, 2016

Georgia Aquarium

Once a year, benefit and finance professionals gather in unusual places to laugh, eat well and grow, both personally and professionally. This place is called Summer Jam!

Join us as we gather again at the Georgia Aquarium (So many requests to go back there ONE more time) Tuesday, June 28th. Your attendance gets you a complimentary pass into the aquarium, great knowledge on news you need to hear, and insights and interaction on what your peers are doing and thinking. Read more

GASPA 2016 Spring Conference

GASPA 2016 Spring Conference

June 1-3, 2016

King and Prince Resort

The Georgia Association of Personnel Administrators is pleased to announce the  2016 Spring conference on June 1-3, 2016  at the King and Prince Resort. The Theme of the conference is “Engage” and a tentative agenda will be posted on our GASPA website around the middle of March. (http://gaspanet.org) Please note a schedule change: Phil Hartley will be presenting a legislative update session right after the keynote speaker on the first day of the conference. The Professional Standards Commission will provide a certification update on Friday. Annette Breaux will be our keynote speaker. She is a co-author with Harry Wong and Todd Whitaker and will present best practices for teacher induction and ideas for making good teachers great and keeping those great teachers! Read more

2016 GAINS Annual Conference

2016 GAINS Annual Conference

May 5-6, 2016

Savannah Marriott Riverfront

The Georgia Accounting Information Network Support (GAINS) members will hold their annual conference on May 5-6, 2016 at the Savannah Marriott Riverfront Hotel in Savannah, Georgia. Read more

15th Annual 401K Summit

15th Annual 401K Summit

The Nation’s Retirement Plan Advisor Convention

April 17-19, 2016

Come together with your fellow retirement plan professionals, as we join many voices into one vision at the 15th Annual 2016 NAPA 401(k) Summit – the premier event for those who sell, market, support, or service 401(k) plans.

Attendees of the 2016 Summit are given the unique opportunity to connect with other industry leaders and professionals to gain insight on the challenges that those dealing with 401(k) plans are facing. Read more

2015 GASPA/GELFA Fall Conference

2015 GASPA/GELFA Fall Conference

November 16-18, 2015

King and Prince Resort

The Georgia Association of Personnel Administrators is pleased to announce a joint conference with GELFA for Fall 2015 on November 16-18, 2015 at the King and Prince Resort. The Theme of the conference is “Connect” and a tentative agenda will be posted on our GASPA website in September. Read more