Handler Investment Consulting Group
Where retirement plan investment committees concur

An investment committee charged with the task of running a qualified or nonqualified retirement plan must come together to make many important decisions – which calls for a substantial degree of reflection and discussion.

One thing committees easily agree on is the crucial need to find a highly experienced retirement plan consultant who can help plan sponsors review all investments and vendors; help plan fiduciaries manage their responsibilities; and help plan participants engage in their own retirement planning.

Handler Investment Consulting Group of Raymond James

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Fiduciary Capability
Gary Handler acts as a 3(21) fiduciary and in certain relationships, may act as a 3(38) fiduciary
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Widespread Industry Recognition
We have been consistently recognized in our industry over many years, a tribute to our level of attention, expertise and service
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Far-Reaching Expertise
Our breadth of capabilities includes qualified and nonqualified plans, 403(b) and 457 plans
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Our recent Accolades

8 consecutive
years as a
Top 100 Retirement
Plan Adviser
— PLANSPONSOR Magazine, 2006-2014
Forbes Magazine
Helping Plan Participants Retire With Dignity

— Read the Article —
40 Most Influential
in the Defined
Contribution Industry.
— 401kWire, March 2010

Contact our Office

9595 Wilshire Blvd. // Suite 300 // Beverly Hills, CA 90212 // T 310.285.4503 // TF 844.234.4015 // F 310.285.4545 // Map and Directions  

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 such as qualified plan assets under advisement (AUA) as well as the number of plans under advisement. We also call attention to those who have more than 20% of their practice focused on 403(b) plans, 457 plans, defined benefit (DB) plans or nonqualified plans.

Individuals had to have 65 or more plans or at least $500 million in AUA; teams needed to advise at least $1.5 billion in assets or a minimum of 125 plans; and multi-office teams needed to oversee $2.5 billion in plan assets or 200 or more plans.

This list is based on almost 3,000 nominations from the industry and our editorial staff. The final list was selected based on more than 120,000 reader votes as well as input from last year's Top 40 Advisors and from distributors working with the advisors, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees.

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