Jamie Worrell Named To Top Retirement Plan List

PROVIDENCE, RI  – GPS Investment Advisors is pleased to announce that President Jamie Worrell was recently named to the inaugural 2015 Financial Times Top 401 Retirement Plan Advisors list. The list of plan advisors at national, independent and regional broker-dealers is selected from roughly 650 plan advisors who met the qualifications.

The Financial Times (FT) is a British English-language international daily newspaper with a special emphasis on business and economic news internationally. The list of the Financial Times 401 was published in a special section of the newspaper’s U.S. edition on Thursday, May 28th (as well as on FT.com).

The Financial Times set minimum criteria for applicants: financial advisors managing at least $25 million in assets in defined contribution (DC) plans, and for whom DC plans represent at least 20% of their total assets under management (AUM).   Advisors were graded on eight broad factors including: AUM in DC plans; degree of specialization in DC plan advising; growth in DC plan AUM; growth in number of DC plans advised; average participation rate in advised DC plans; years of experience as a DC plan advisor, industry certifications (CFP, AIF, etc.), and compliance record.

Worrell and his team have consistently been recognized for their retirement plan advisory work, fiduciary investment advice and longstanding client relationships. He was inducted into the Plan Advisors “Hall of Fame” in 2012 along with being voted as the “Retirement Plan Advisors of the Year” by PLANSPONSOR Magazine in 2011. He leads a team of dedicated spets delivering retirement plan consulting services including investment advice, RFP services, fee benchmarking, employee education, and fiduciary compliance. GPS strives to protect plan fiduciaries from personal and corporate financial liability, while enhancing investment opportunities for plan participants. A graduate of Moses Brown, Connecticut College, and Suffolk Law School, Worrell is a resident of Providence’s East Side. www.investorgps.com

Leave a comment