ROCHESTER, NY: Rochester Professional Bonisteel Recognized as a Top Retirement Plan Advisor
Rochester advisor Bryan Bonisteel of local firm RDG Wealth has been recognized as a 2023 top retirement plan advisor by PLANADVISER magazine. This prestigious designation was awarded to only 207 professionals nationwide.
To qualify, advisors had to have a minimum of 50 retirement plans or retirement plan assets under advisement of at least $400 million.
“I am honored to be included in this list” reports Bonisteel, “but I think it speaks more to the team we have built at RDG Wealth, and the unsatisfied needs of small business owners.”
“Offering a retirement plan has become mandatory for businesses to attract and retain the best talent. Sponsoring a plan brings with it significant responsibilities and liabilities. And too many plans are serviced by financial professionals who are not focused on this area. The regulations are complex, and enforcement has gotten much more aggressive. Business owners need to know they are fully in compliance.
“We evaluate plans on an ongoing basis. We make sure they are up-to-date and compliant, fees and expenses are competitive, and we regularly analyze plan investments to make sure the plan sponsor is fulfilling their fiduciary responsibilities.”
Thomas Queri, Managing Partner of RDG Wealth, emphasizes the breadth of the firm’s services as a contributor to their success. “Bryan, with his 25+ years’ experience in corporate retirement plans, is a tremendous asset to our client companies. Business owners are also attracted to the range of services we have in house. Every firm we serve has a team of specialists assigned to them. Besides being a CPA firm, we offer payroll, benefits, HR & payroll outsourcing…the whole spectrum of services a business needs under one roof.”
Queri also points out the attention to plan participants as well as the plans themselves. “We are all financial advisors” he says. “Every client company gets access to licensed financial professionals. We don’t just send someone in once or twice a year to talk about the investments in the plan. Business owners and employees alike have access to financial planning and individualized guidance. That’s why so many businesses come to us. We brought on 63 plans in 2022.”
PLANADVISER magazine, with its reputation for editorial integrity, objectivity, and leadership, is the trusted information and solutions resource for America’s retirement benefits decisionmakers.
RDG+Partners is a seven-partner Firm providing personalized tax, business planning, accounting, auditing, and wealth management services. RDG+Partners has an expansive portfolio across several different industries, from construction, manufacturing, real estate, professional, and creative services companies, to distribution and technology companies.
2023 PLANADVISER Top Retirement Plan Advisers are required to meet a minimum plan or asset count and are selected by the issuer, results released March 29, 2023. This award is not based on investment performance or returns.
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investments Research Advisors, a Registered Investment Adviser. RDG Wealth Management and Cambridge are separate entities, independently owned and operated.