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Heffernan Retirement Services - Because You're Different - San Francisco, CA

 
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Industry Accolades

San Francisco, California – 4/2/2015

Heffernan Financial Services, a division of Heffernan Insurance Brokers, has been named the 2015 PLANSPONSOR Retirement Plan Adviser Team of the Year. The winner was announced at the annual Awards for Excellence celebration on Tuesday, March 31st in New York City.

Heffernan Financial Services was selected as the winner from over 100 entrants and 8 finalists. To be considered for the award, a retirement advisor team had to: have a majority of business revenue derived from employer-sponsored retirement plans, serve as a fiduciary, be committed to fee-based compensation and use outcome-based metrics of plan success withclients.

Heffernan’s ethos is “Because You’re Different.” Each of their clients has unique goals, concerns, culture, demographics, financial literacy and technical aptitude so a one-size fits all approach will not work. By working closely with their clients to understand how they are different, Heffernan helps determine a customized course of action for each plan’s design and education to improve outcomes. It does not hurt that “we have awesome clients, which makes our job fun,” says Blake Thibault, Managing Director.

For over 20 years, the team at Heffernan Financial Services’ primary goal has been to assist their non-profit and corporate clients to meet the ever changing needs and objectives of their employee’s retirement goals. As a team of independent financial advisers, Heffernan Financial Services helps over 35,000 participants in defined contribution plans save for the retirement that they want.

About Heffernan Financial Services: Heffernan Financial Services is a full service financial advisory services firm, offering strategies and solutions for corporations, foundations and individuals. With a dedicated team focused solely on retirement plans, the group has over seventy-five years of experience in consulting and advisory services.

Heffernan Financial Services believes that all employees deserve the ability to retire on their terms as a reward for a lifetime of hard work. They champion this cause by working with clients to create a comprehensive retirement plan. Being both vendor and investment neutral, Heffernan Financial Services acts as your true independent consultant.

San Francisco, California – 7/7/2014

John Clark of Heffernan Financial Services in San Francisco, California was recently named one of the “Top 50 Under 40” retirement plan advisors by NAPA Net magazine. Clark is affiliated with LPL Financial LLC, the nation’s largest independent broker/dealer,* an RIA custodian, and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA).

To highlight the next generation of retirement plan advisors, NAPA Net compiled its list of the Top 50 under 40 advisors using the following criteria — an advisor who has created an exceptional business, either alone or as part of a team, and someone who exemplifies outstanding leadership in helping their clients achieve their retirement plan goals.

“We applaud John Clark for being distinguished as one of the rising stars instrumental to not only our company, but the industry as well,” said Dave Reich, executive vice president of LPL Retirement Partners, the retirement plan-focused division of LPL Financial. “This benchmark reflects Mr. Clark’s efforts and promise to provide trusted leadership in the community and exemplifies his efficiency in helping clients work toward their financial goals.”

*Based on total revenues, Financial Planning magazine, June 1996-2014

San Francisco, California – 9/15/2014

Blake Thibault, of Heffernan Financial Services, has been selected as one of the nation’s top 200 elite 401(k) plan advisors in the United States.* Blake will meet in Washington, D.C. to listen to and brief top Congressional leaders about the future of the retirement savings industry and how proposed laws and regulations will affect American workers’ retirement security.

Thibault, a member of the National Association of Plan Advisors (NAPA), will be among the 200 delegates to attend the second annual NAPA DC Fly-in Forum held on Capitol Hill Sept. 30-Oct. 1.

These elite advisors will receive updates on federal regulations affecting our industry from top Congressional leaders including Senator Orrin Hatch, Republican on the Senate Finance Committee, the committee of jurisdiction on changes to the federal tax code. U.S. Security and Exchange Commissioner Michael S. Piwowar and NBC News Chief White House Correspondent Chuck Todd will also speak to the group.

The delegates will also meet with top-level Senate aides, as well as a high-ranking Treasury Department official, to discuss issues including tax reform, proposed Department of Labor regulations on the definition of a fiduciary and potential action by the SEC on its own fiduciary rule.

The National Association of Plan Advisors, a sister organization of the American Society of Pension Professionals & Actuaries (ASPPA), was created by and for retirement plan advisors. NAPA is a specialized advocacy group exclusively focused on the issues that matter to retirement plan advisors. Membership offers three valuable benefits: advocacy, business intelligence, and networking – all designed to keep plan advisors in the forefront of the industry and help them succeed.

Blake Thibault And John Clark Attend The Plan Adviser National Conference In 2014

We are proud to let you know that Blake Thibault and John Clark presented on behalf of Heffernan Financial Services at the Plan Adviser National Conference. The PlanAdviser National Conference is an industry gathering of the top 400 retirement advisers and as leaders in the retirement industry Blake and John were asked to present on what makes our team so successful. Other such leaders presenting are Patrick Murphy CEO of New York Life, Mark Casady Chairman and CEO of LPL Financial, Elaine Sarsynski Executive Vice President of MassMutual, Jim McCarthy Managing Director of Morgan Stanley.

Blake and John were also honored to sit at Former Secretary of State General Colin Powell (Ret.) table for dinner.

Blake Thibault and John Clark are Registered Representatives with, and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

Top 100 Retirement Plan Advisors By PLAN ADVISER Magazine 2014

Heffernan Financial Services was named one of the Top 100 Retirement Plan Advisors by PLANADVISOR Magazine in 2014.

Nominated by industry professionals and selected based on quantitative evaluation of service levels and feedback from plan sponsor clients. Advisors who have attained the PLANSPONSOR Retirement Professional Designation receive an automatic nomination.

401(K) Advisor Leadership Award Semi-Finalist Sponsored By NAPA And ASPPA In 2013

Heffernan Financial Services was named as a semi-finalist for the 401(k) Advisor Leadership Award in 2013 by NAPA and ASPPA.

NAPA is a nonprofit professional society and a sister organization of the American Society of Pension Professionals & Actuaries (ASPPA).

Premier Advisor By National Association Of Board Certified Advisory Practices (NABCAP) In 2012

Heffernan Financial Services was designated a Premier Advisor by the National Association of Board Certified Advisory Practices (NABCAP) in 2012.

Award based on an evaluation of twenty different practice categories such as experience, credentials, assets under management, fee structure and philosophy among other factors.

Retirement Plan Adviser Team Of The Year Award Top Five Finalist By PLAN SPONSOR Magazine In 2008

Heffernan Financial Services was named as a top five finalist for the Retirement Plan Adviser Team of the Year Award by PLANSPONSOR Magazine in 2008.

Nominated by industry professionals and selected based on quantitative evaluation of service levels and feedback from plan sponsor clients. Advisors who have attained the PLANSPONSOR Retirement Professional Designation receive an automatic nomination.

Top Twenty Retirement Plan Advisors Rising Stars By Institutional Investor News Magazine In 2007

In 2007, Mr. Thibault was recognized by Institutional Magazine as one of the top twenty Retirement Plan Advisors Rising Stars.

Nominated by industry peers and selected based on attributes including credentials, experience and a career consistency indicative of future industry leadership potential.

Our team is proud to serve on several industry advisory boards including Blackrock, Fidelity, ING and PIMCO.

We are also actively involved with the National Association of Plan Advisors (NAPA) Fly-in Forum held in Washington, D.C.

This invitation-only forum is only available to a select group of 18 LPL Financial advisors representing approximately $30 billion in brokerage and advisory assets under management who join with congressional members, federal officials and other financial advisors to discuss issues critical to the retirement industry.