Heffernan Retirement Services, a division of Heffernan Insurance Brokers, has been named a finalist for the 2015 PLANSPONSOR Retirement Plan Adviser Team of the Year Award. The winner will be announced at the annual Awards for Excellence celebration Tuesday, March 31st in New York City.
Heffernan Retirement Services was also named one of PLANADVISER's 2015 Top 100 Retirement Plan Advisers. The PLANADVISER Top 100 Advisers is an annual listing of the retirement plan advisers and adviser teams that stand out in the industry in terms of a series of quantitative measures. According to PLANADVISER, this year's list highlights the quantitative standouts according to the dollar value of qualified plan assets under advisement as well as the number of plans under advisement. Heffernan Retirement Services has been nominated for this award in many previous years – advising individuals, corporations and endowments.
For over 20 years, the team at Heffernan Retirement Services’ primary goal has been to assist their non-profit and corporate clients to meet the ever changing needs and objectives of their employee’s retirement goals. As a team of independent financial advisers, Heffernan Retirement Services helps over 25,000 participants in defined contribution plans save for the retirement that they want
About Heffernan Retirement Services
Heffernan Retirement Services is a full service financial advisory services firm offering strategies and solutions for corporations, foundations and individuals. With a dedicated team focused solely on retirement plans, the group has over seventy-five years of experience in consulting and advisory services.
Founded in 1991, Heffernan Retirement Services believes that all employees deserve the ability to retire on their terms as a reward for a lifetime of hard work. They champion this cause by working with clients to create a comprehensive retirement plan. Being both vendor and investment neutral, Heffernan Retirement Services acts as your true independent consultant.
For more information, visit heffgroupfs.com.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Heffernan Insurance Brokers and Heffernan Retirement Services are not affiliated with LPL Financial.