KerberRose is pleased to announce Anthony (Tony) Powers, AIF/CFP/CRPS, has been named to the 2020 edition of the Financial Times Top 401 Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans across the U.S.
Tony is Managing Shareholder of KerberRose Wealth Management. He has more than 15 years of experience in the financial services industry, specializing in helping private and public sector employers set-up and manage their employee retirement plan.
“I feel honored our clients place their trust and confidence in KerberRose Retirement Plan Services and myself, and because of their faith in us, we are included in this leading group of advisers,” Tony said of his achievement.
This is the sixth annual FT 401 list, 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.
Financial advisers from across the U.S. applied for consideration, having met a set minimum of requirements. The applicants were then 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. 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 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).
KerberRose is a Wisconsin certified public accounting firm specializing in auditing, accounting, business strategy and human resource consulting, wealth management and technology consulting. KerberRose was listed on Inside Public Accounting’s Top 300 Firms in 2019. With more than 160 professional staff members and offices in Antigo, Clintonville, Fox Cities, Green Bay, Oshkosh, Rhinelander, Shawano, Sister Bay, Stevens Point, and Wausau; KerberRose is a trusted business advisor, combining the expertise of a leading regional firm with the convenience, familiarity and passion of a local provider.