Tim DiSette Named a Top Retirement Plan Adviser

Infinitas co-founder selected for third annual Financial Times 401 List

Tim DiSette, cofounder of Infinitas, has been named to the third annual Financial Times 401 Top Retirement Plan Advisers. The honor recognizes the top advisers in the country specializing in defined contribution (DC) retirement plans.

“My job is about more than picking funds and managing market fluctuations. I help people plan for retirement – the time in life they work so hard to get to and should be able to enjoy,” DiSette said. “It’s a privilege for me to advise clients on their retirement strategies and it’s an honor for the Financial Times to recognize me among my peers nationwide.”

Advisers selected for the FT 401 honor were evaluated on seven elements:

  • DC assets under management (AUM)
  • DC AUM growth rate
  • Specialization in DC plans
  • Years of experience
  • Advanced industry credentials
  • Compliance record
  • DC plan participation rate

DiSette leads the Infinitas retirement plan consulting team. He’s a frequent speaker on retirement planning strategies, as well as wealth preservation and estate planning, investment planning, and business contingency planning.

Infinitas is an independent financial planning firm that tailors its education, counsel and strategies to clients’ unique financial goals. The firm focuses on all areas of financial planning including helping clients grow, preserve and protect their personal and business assets, while minimizing tax burdens.

The average FT 401 adviser has 19 years of experience advising DC plans and manages $1.6 billion in plan assets. Honorees are from 38 states and Washington, D.C., and on average, DC plans account for 74 percent of their total AUM.

The FT 401 list is produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on asset management. There are no fees or other considerations required of advisers who apply for the FT 401.

 

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About Infinitas

Infinitas provides individuals and organizations with financial guidance and is located at 10801 Mastin Blvd., Ste. 370, Overland Park, KS 66210.The firm prides itself on crafting unique financial strategies for each client. For more information, please visit www.InfinitasKC.com.

 

Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a registered investment advisor. Fixed Insurance products and services offered by Trinity Planning Group are separate and unrelated to Commonwealth.

 

The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT's research. The listing reflects each advisor's status in seven primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate. 550 qualified applicants were nominated, of which 401 were recognized (73% of candidates). This honor is not indicative of the advisor's future performance. Your experience may vary. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. For the full methodology, please visit FT.com.