PRESS RELEASE
TAG Advisors
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Stephen Wershing, Director of Marketing
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FOR IMMEDIATE RELEASE
TAG Advisors affiliate Bryan Bonisteel Recognized as a Top Retirement Plan Advisor
RICHMOND, VA: Bryan Bonisteel of RDG Wealth, a TAG Advisors affiliated firm, has been recognized as a 2023 top retirement plan advisor by PLANADVISER magazine. This prestigious designation was awarded to only 207 professionals nationwide.
To qualify, advisors had to have a minimum of 50 retirement plans or retirement plan assets under advisement of at least $400 million.
“I am honored to be included in this list” reports Bonisteel, “but I think it speaks more to the unsatisfied needs of small business owners than to me. Business owners need better service and are coming to recognize the importance of working with a specialist on their qualified plans.”
RDG Wealth added 63 retirement plans, comprising over $100 million in plan assets, in 2022.
Chuck Hammond, Managing Director, TAG Retire, points out the importance to business owner clients of working with an advisor who specializes in qualified plans.
“Small businesses need a retirement plan to be competitive but too many plans are serviced by financial professionals who do it as an add-on to a retail financial practice. The regulations are complex and enforcement has gotten much more aggressive. Business owners need to know they are fully in compliance. Having documented processes for consistently reviewing plan costs and performance and fulfilling reporting requirements is a must. Businesses face significant risk without expert support.”
PLANADVISER magazine, with its reputation for editorial integrity, objectivity, and leadership, is the trusted information and solutions resource for America’s retirement benefits decisionmakers.
TAG Advisors is a national community of over 370 thriving independent financial professionals across the country, with over $11 Billion in assets under advisement. The management and staff of TAG Advisors represents decades of experience in all facets of financial services.
2023 PLANADVISER Top Retirement Plan Advisers are required to meet a minimum plan or asset count and are selected by the issuer, results released March 29, 2023. This award is not based on investment performance or returns.
4801 Cox Rd. Suite 102, Glen Allen, VA 23060
866-546-0657
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research 4Advisors, Inc., a Registered Investment Advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and TAG Advisors and its subsidiaries are separate entities.