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FOR IMMEDIATE RELEASE

Contact:

Patterson McKinlay

303-393-4022

pmckinlay@achieveretirement.com

 

Patterson McKinlay Recognized as One of the 2016 Top 401 Retirement Plan Advisers

 

<Parker, CO> — <10, 2016> — Patterson McKinlay of Achieve Retirement in Denver, Colorado was recently named among the 401 Top Retirement Plan Advisers. The list, produced by financial services publication Financial Times in collaboration with Ignites Research, recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans. McKinlay is supported by LPL Financial, the nation’s largest independent broker/dealer and a leader in the retail financial advice market.

 

Advisors were chosen based on several criteria, including the amount of DC plan assets under advisement, growth in his or her DC plan business, specialization in DC plan business, plan participation rates, experience, industry certifications, and compliance record, among other factors.

 

“On behalf of LPL, I congratulate Patterson on being recognized among the top retirement plan advisors in the industry,” David Reich, executive vice president and head of Retirement Partners, LPL Financial. “We are proud to support Patterson McKinlay with specialized resources, with the shared goal of helping more Americans work toward a successful retirement. We are proud to support Patterson and wish him continued success.”

 

About Achieve Retirement
At Achieve Retirement, we believe that everyone should have the opportunity to retire.
We focus on helping plan sponsors understand, plan expenses, and employee education and awareness in order to empower retirement plan participants to strive towards better managing and maximizing the success of their company-sponsored 401(k)/403(b) plans. Our service model is designed to assist the trustee with an easy-to-use fiduciary compliance program to help them manage the plan’s long-term financial goals.

 

Our specialties include: 3(21) fiduciary responsibility; 404(c) assistance; 401(k) and 403(b) plan design education; employee education and advice; participant retirement readiness; enrollment support; investment analysis; committee meeting leadership; and investment policy statement preparations and review assistance.

 

About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and served approximately $500 billion in brokerage and advisory assets as of July 31, 2016. LPL is one of the fastest growing RIA custodians and is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2016). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and Independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life's aspirations into financial realities. Advisors associated with LPL also serviced an estimated 45,000 retirement plans with an estimated $124 billion in retirement plan assets, as of June 30, 2016. LPL also supports approximately 4,200 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,200 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.

 

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC, a registered investment advisor.  Global Retirement Partners, LLC, Achieve Retirement and LPL Financial are separate non-affiliated entities.
LPL Financial and Financial Times are not affiliated entities.

 

 

FOR IMMEDIATE RELEASE

Contact:

Cynthia Hodges

303-393-4032

chodges@achieveretirement.com

 

CYNTHIA HODGES NAMED ONE OF THE FINANCIAL INDUSTRY’S TOP WOMEN RETIREMENT PLAN ADVISORS

Denver, CO— [December 14, 2016] —Cynthia Hodges, an independent financial advisor at Achieve Retirement in Denver, Colorado has been recognized By NAPA, the editorial arm of the National Association of Plan Advisors, as a 2016 Top Woman Advisor for her significant contributions to the retirement plan industry.

 

“On behalf of LPL, we are extremely proud of Cynthia Hodges for receiving this recognition within the retirement plan industry,” said David Reich, LPL Financial executive vice president and head of LPL Retirement Partners, High Net Worth and The Private Trust Company. “More than ever, Americans need support to plan for a successful retirement. The work Cynthia does to enable employees to invest in their futures is tremendously important and we wish her continued success.”

 

Candidates were nominated and voted on by industry associates as well as evaluated by a NAPA panel of judges based on information about their practice, experience and accomplishments as provided by nominees.

 

NAPA Net honored top women advisors in three categories: All-Stars, who are top producers with their own practice; Captains, who are All-Stars and also principals, owners or team captains of their organizations; and Rising Stars, advisors who have fewer than five years of experience as an advisor. Cynthia Hodges was honored as a Captain.

 

Cynthia Hodges is an independent financial advisor to more than 135 clients in the Colorado area. She is supported by LPL Financial, a leader in the retail financial advice market and the nation’s largest independent broker/dealer.

 

About Achieve Retirement At Achieve Retirement, we believe that everyone should have the opportunity to retire.

 

We focus on helping plan sponsors understand, plan expenses, and employee education and awareness in order to empower retirement plan participants to strive towards better managing and maximizing the success of their company-sponsored 401(k)/403(b) plans. Our service model is designed to assist the trustee with an easy-to-use fiduciary compliance program to help them manage the plan’s long-term financial goals.

 

Our specialties include: 3(21) fiduciary responsibility; 404(c) assistance; 401(k) and 403(b) plan design education; employee education and advice; participant retirement readiness; enrollment support; investment analysis; committee meeting leadership; and investment policy statement preparations and review assistance.

 

About LPL Financial LPL Financial, a wholly-owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and provided service to approximately $501 billion in advisory and brokerage assets as of November 30, 2016. LPL is one of the fastest growing RIA custodians and is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2016). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life's aspirations into financial realities. Advisors associated with LPL also serviced an estimated 45,000 retirement plans with an estimated $129 billion in retirement plan assets, as of September 30, 2016. LPL also supports approximately 4,200 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,200 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.

 

LPL Financial, NAPA Net and the National Association of Plan Advisors are separate entities.

 

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC, a registered investment advisor. Global Retirement Partners, LLC, Achieve Retirement and LPL Financial are separate non-affiliated entities.

 

 

 

Contact: 

Patterson McKinlay

303-393-4022

pmckinlay@achieveretirement.com

 

Cyndie Hodges

303-393-4032

chodges@achieveretirement.com

 

 

PATTERSON MCKINLAY AND CYNDIE HODGES ATTEND LPL FINANCIAL'S ANNUAL CONFERENCE FOR RETIREMENT PLAN ADVISORS

 

Denver, CO — [September 22, 2016] — Patterson McKinlay and Cyndie Hodges from Achieve Retirement recently attended LPL Financial's Retirement Partners Annual Conference, an invitation-only event for LPL advisors who focus their business on managing retirement plan business.

 

The conference brought together more than 220 advisors with LPL executives, providers and industry experts to discuss trends and tips for practice management, with a big focus on transition support for LPL advisors to adhere to the new U.S. Department of Labor fiduciary rule. The conference also provides advisors an opportunity to align with resources from LPL and the firm's extensive network of providers. Advisors had the opportunity to network and share ideas with peers and attend breakout sessions covering a variety of topics that can help them grow their practices and impact the financial lives of plan participants.

 

Keynote speakers at this year's event included Marcus Luttrell, a decorated Navy Seal and author of the New York Times bestseller, "Lone Survivor," and Dr. Steve Taubman, a bestselling author and mindfulness expert.

 

"The financial advice industry is going through such significant changes. That makes it more important than ever to be engaged and aligned with the resources and requirements needed to operate my business in the most efficient and effective way," said McKinlay. "Saving through employer-provided retirement plans has never been more important to the American worker and I am committed to ensuring that I can leverage the specialized resources and support of LPL through ongoing education like this conference to be able to serve investors' best interests."

 

About Achieve Retirement

At Achieve Retirement, we believe that everyone should have the opportunity to retire.

 

We focus on helping plan sponsors understand plan expenses, and employee education and awareness in order to empower retirement plan participants strive towards better managing and maximizing the success of their company-sponsored 401(k)/403(b) plans. Our service model is designed to assist the trustee with an easy-to-use fiduciary compliance program to help them manage the plan's long-term financial goals.

 

Our specialties include: 3(21) fiduciary responsibility; 404(c) assistance; 401(k) and 403(b) plan design education; employee education and advice; participant retirement readiness; enrollment support; investment analysis; committee meeting leadership; and investment policy statement preparations and review assistance.

 

About LPL Financial

LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and served approximately $500 billion in brokerage and advisory assets as of July 31, 2016. LPL is one of the fastest growing RIA custodians and is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2016). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and Independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life's aspirations into financial realities. Advisors associated with LPL also serviced an estimated 45,000 retirement plans with an estimated $124 billion in retirement plan assets, as of June 30, 2016. LPL also supports approximately 4,200 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,200 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.

 

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC, a registered investment advisor. Global Retirement Partners, LLC, Achieve Retirement and LPL Financial are separate non-affiliated entities.