15th Anniversary of RPAY – This retrospective feature looks back on Mayflower’s growth since Managing Partner Steve Dimitriou’s 2009 recognition as PlanSponsor “Retirement Plan Adviser of the Year” (RPAY), noting the team’s steady growth from nine to 33 and more than doubling of retirement plans served—from 75 to 170.
Commenting on Mayflower’s RIA launch, Dimitriou explains, “We are making this move because we outgrew the Wells Fargo platform and felt we needed to be more independent, improve our technology significantly and be able to work on multiple custodial platforms.” Dimitriou emphasizes that Mayflower’s strategic operational shift enables the practice to offer 3(38)-level fiduciary investment management and additional participant-focused services.