Print Page   |   Contact Us   |   Sign In   |   Register
News & Press: Member News

Equanimity Wealth Management named 2015 Financial Times Top 401 Retirement Plan Advisors

Tuesday, June 09, 2015   (0 Comments)
Share |

Equanimity Wealth Management named 2015 Financial Times Top 401 Retirement Plan Advisors

Equanimity Wealth Management was recently awarded the inaugural 2015 Financial Times Top 401 Retirement Plan Advisors. This means the firm is among elite plan advisors at national, independent and regional broker-dealers, selected from roughly 650 plan advisors who met The Financial Times’ qualifications.

The Financial Times celebrated all the FT 401 honorees at an event in Manhattan on May 28th and the list of the Financial Times 401 was published in a special section of the newspaper's U.S. edition as well as on  Equanimity Wealth Management will be receiving a commemorative plaque.

The Financial Times set minimum criteria for applicants: financial advisors managing at least $25 million in assets in DC plans, and for whom DC plans represent at least 20% of their total AUM. To qualify for the list, advisers had to have 20% or more of their total client assets in defined contribution (DC) plans. Qualified advisers were then graded based on seven broad factors: DC assets under management, growth in DC plans and assets, degree of specialization in the DC business, experience, participation rate in DC plans advised, industry certifications, and compliance record.

Equanimity Wealth Management is located at 1400 Abbot Rd. Suite 390 in East Lansing. You can visit them at or on Facebook, Twitter, and LinkedIn. You can also listen to Scott Danek, of Equanimity Wealth Management on Michigan Business Rap on 92.1 FM every weekday from 12-1 pm or on

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Other advisory services offered through CWM, LLC. LPL Financial is under separate ownership from any other named entity.  

This month's E-Chamber Connect Sponsors

Association Management Software Powered by®  ::  Legal