Benefit Concepts in Haddonfield Named Finalist for National Practice of the Year Competition

Benefit Concepts of Haddonfield, led by founder and principal Daniel Boychuck, was named a finalist in Signator Investors, Inc.’s “Practice of the Year” competition, sponsored by National Financial, for the firm’s excellence in several key areas of practice management and client service.

 As part of the selection process for the award, Benefit Concepts underwent a rigorous assessment conducted by the international management consulting firm Business Health, which reviewed client management, internal planning and structure, external relations, staffing and technology capabilities, and overall practice performance.

 “We congratulate Daniel and all of our finalists for their outstanding work serving their clients and managing their firms,” said Brian Heapps, CLU, ChFC, president of John Hancock Financial Network (JHFN). “Signator Investors, Inc., powered by John Hancock Financial Network, launched Practice of the Year in 2011 to recognize and celebrate the accomplishments of the most well managed practices across our national network. As an added benefit to our entire network, the finalists and winner also share the best practices that helped them achieve such high standards for their clients.”

 “Benefit Concepts exemplifies a firm that I like to be affiliated with,” said Joseph J. Oakes, IV, Managing Partner of Acorn Financial Services of which Benefit Concepts is affiliated. “Dan and his team offer an unmatched level of service, commitment and integrity to their clients, while running a model operation when it comes to due diligence, recordkeeping and supervision.”

 “At Benefit Concepts, Dan has surrounded himself with great people and provides the leadership and direction that allows the team to successfully service two quite distinctly different markets - individuals looking for wealth creation and protection and businesses in need of plan design/support and group employee benefits,” said Rod Bertino, principal, Business Health. “Every team member is genuinely valued for the unique skills and experience he or she brings to the table and together they are able to deliver a service offer that is much greater than simply the sum of its parts.”

 In order to be considered, Signator’s financial professionals and advisors registered and completed Business Health’s HealthCheck, a web- based business assessment tool that benchmarks a practice in several areas. Among all HealthChecks received, 10 semi-finalists were selected to receive a site visit from Business Health in the fall. Business Health and a panel of JHFN and outside experts then narrow the field to one five finalists. The winner will be announced in January 2014.

 About Business Health

Business Health is an international consulting firm specializing in the financial services industry. Business Health has developed and marketed a suite of unique and exclusive business diagnostic tools which are supported by a range of specialized consultancy services.

 About National Financial

National Financial, a Fidelity Investments company, offers broker-dealer firms a comprehensive clearing platform that includes a dedicated service model, a powerful global trading platform, and a source of leading investment solutions, all designed to help them grow confidently. A leading clearing provider in the U.S. for over 30 years, National Financial leverages the strength, resources, and experience of the Fidelity organization, one of the world’s largest providers of financial services. As of June 30, 2012, National Financial serves nearly 270 broker-dealers representing nearly $410 billion in assets under administration. For

more information about National Financial, please visit www.nationalfinancial.com.

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