Jonathon Schultheiss, Gate City Advisors Named to 2018 PLANADVISER Top 100 Retirement Plan Advisers
GREENSBORO, NC, January 30, 2018 – Gate City Advisors is pleased to announce Jonathon Schultheiss, CRPS®,AIF®, PPC®, Author, Fiduciary Advisor and Managing Partner has been named as one of the 2018 PLANADVISER Top 100 Retirement Plan Advisers.
The PLANADVISER Top 100 Retirement Plan Advisers is an annual listing of adviser individuals and teams that stand out in the industry in terms of a series of quantitative measures. These include the dollar value of employer-sponsored retirement plan assets under administration (AUA), as well as the number of plans under advisement.
“This is a tremendous honor in recognition of the amazing work our entire staff does here at Gate City Advisors. I couldn’t be more proud of our team’s accomplishments and of our clients’ continued trust in us”, says Schultheiss.
The Top 100 Retirement Plan Advisers is segmented into four groups based on the number of advisers and number of total employees including support staff: Individual advisers are one adviser with support staff; a small team comprises of two or more advisers and support staff, the total not exceeding 10; a large team is a group of 11 to 35 advisers and support staff; mega teams have 36 or more team members.
To qualify for a particular segment individuals needed a minimum of 100 plans or $950 million in retirement plan AUA; small teams had to advise at least $1.5 billion in retirement plan assets or 115 plans; large teams needed $3.5 billion or more in retirement plan AUA or at 150 or more plans; and mega teams had to oversee at least $10 billion in retirement plan AUA or 300 plans.
The 2018 PLANADVISER Top 100 Retirement Plan Advisers list is available online at https://www.planadviser.com/awards/top-100. It was printed in the January–February issue of PLANADVISER magazine, and the advisers named to the list will also be honored at the annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner on March 29. Please visit the event page for more information.
GATE CITY ADVISORS
Gate City Advisors was born out of a desire to become a relevant part of corporate and individual financial journeys. Services provided include individual financial planning, investment consulting, risk management, and corporate retirement plans. Gate City Advisors can assist in determining which track will reach outlined financial goals, then map out a plan to help accomplish those goals. As an independent financial planning firm, Gate City Advisors offers more than a century of combined investment experience. The approach is personalized, detailed and realistic. With continual reviews of your financial management program, Gate City Advisors will work with you to keep your investment strategies on track. For more information visit the Gate City Advisors website.
PLANADVISER Top 100
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 the 2017 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.
Through its magazine, website, events and email newsletter, PLANADVISER, a part of Strategic Insight, provides comprehensive industry news, regulatory and investment information, research and training to financial advisers who specialize in the sale, design and administration of institutional qualified and nonqualified retirement plans and executive compensation plans, including 401(k), defined benefit and deferred compensation plans. For more information, please visit www.planadviser.com.