UPDATE: January 26, 2010 – IRVINE, Calif. – Precept’s Retirement Plan Services team of Linda Bright, director, and Doug Igel, senior analyst, was named a finalist for PlanSponsor Magazine’s annual Retirement Plan Adviser Team of the Year. Bright and Igel were previously named one of the most successful adviser teams of the year by sister publication PlanAdviser Magazine.
PLANSPONSOR Announces Finalists for Retirement Plan Adviser and Adviser Team of the Year Awards
January 18, 2010 – IRVINE, Calif. – Precept’s Retirement Plan Services team of Linda Bright, director, and Doug Igel, senior analyst, was named one of the most successful adviser teams of 2009 in the $1-$1.49 billion assets under advisement category by PlanAdviser Magazine (November-December 2009).
The list of Most Successful Advisers of the Year is compiled from the nominations for sister publication PlanSponsor Magazine’s Retirement Plan Adviser and Adviser Team of the Year. The Most Successful Adviser Teams lists are based on nominations from clients and industry associates, along with quantitative factors derived from information provided in the Adviser Team of the Year nomination process. This is the second time Precept’s Retirement Plan Services team has been named a Most Successful Adviser Team of the Year (2007).
“Precept RPS is extremely pleased to be recognized as one of the most notable adviser teams of the year,” said Linda Bright, Director of Retirement Plan Services. “Our team has consistently been focused on delivering expert plan consulting services and exceeding client expectations, especially during these turbulent times. We would like to thank our clients and PlanAdviser for this highly regarded industry recognition.”
About Precept Retirement Plan Services
Precept’s Retirement Plan Services practice currently manages over $1.3 billion in retirement plan assets for local, regional, and national clients. The primary focus is on helping companies reduce fiduciary liabilities and improve portfolio performance and plan’s value through effective cost management and fee transparency, as well as ongoing compliance and provider oversight.
About Precept
Precept is a national provider of benefit consulting and administration outsourcing services to the middle market. Specializing in employee benefit consulting and administration, Precept has over 20 years of experience in health and welfare procurement, strategic plan design in both fully insured and self-insured environments, retirement plan consulting, benefit administration, health management solutions and integrated technology solutions. To learn more, visit www.preceptgroup.com.
