RED BANK, NJ– Cafaro Greenleaf (CG), a leading national advisory firm for corporate and public retirement plans headquartered in Red Bank, New Jersey, are proud to announce their inclusion in Planadviser’s Top 100 list of Retirement plan advisers for 2017.
Planadviser recently published a listing of the top 100 Retirement Plans for 2017, with each category being defined by the number of advisers and number of total employees. This list includes individual advisers and adviser teams, ranging from small, single-office teams to large firms. Cafaro Greenleaf was included in the teams category, with $1.8 billion or more in retirement plan assets along with at least 125 retirement plans under advisement.
“We are thrilled to again be included on this distinctive list for 2017. We are very proud of our entire team of Advisors and Consultants for this well-deserved honor,” said Wayne Greenleaf, Managing Principal of CG.
The “PLANADVISER Top 100 Retirement Plan Advisers” list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in this year’s Top 100, he had to submit a completed entry to our 2016 Retirement Plan Adviser Survey, which was fielded this past September. A sub-segment of the questions was used to determine eligibility for the Top 100.
Cafaro Greenleaf, founded in 1981 and long considered a pioneer in the Retirement Plan Consulting Industry, is a boutique firm comprised of professional retirement plan advisors and consultants to corporate, public, and institutional clients. Serving organizations along the East Coast and nationally, Cafaro Greenleaf provides extensive consulting services in the areas of retirement plan design, co-fiduciary services, investment advising, employee financial education and executive benefits. Cafaro Greenleaf is a growing advisor partnership with offices in NJ, MD, SC, FL, IN and TX.