Shepherd News

Press Release: Denny Makes Top 401 Advisors List

CARMEL, IN -- Andrew C. Denny, CFP®, C(k)P® was named to the Financial Times Top 401 Retirement Plan Advisors list. Mr. Denny is a partner in the retirement plan division of Shepherd Financial and is one of only a few Indiana advisors who earned this recognition. 

“Given today’s environment, it is very fulfilling to be recognized for the work we put into helping our clients,” said Denny. “This kind of business success is important because it translates into success for our clients.”

The Financial Times selects advisors for the list based on outstanding performance in defined contribution (DC) areas including assets under management, assets as a percentage of overall assets under management, growth in plans being advised, employee participation, and other criteria. While the committee expects at least 20% of an advisor’s income to be derived from qualified DC plans, Denny comes in at an impressive 80%.

“This recognition is also a great reminder of how committed the Shepherd Financial team is to the retirement plan industry,” continued Denny. “We are successful for our clients because we have great plan sponsors, lots of top quality retirement products, and a deep bench of talented people devoted entirely to retirement outcomes for our participants.”

This recognition comes after Denny was named in 2014 as one of the top “Next Generation Independent Broker Dealer Advisors” in the country by WealthManagement.com.

To learn more, contact Drew Denny.

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