ARLINGTON, VA — The National Association of Plan Advisors has published its list of the nation’s top defined contribution (DC) Advisor Teams.
Unlike other lists, this focuses on individual firms, or what may, in a wirehouse environment, be referred to as a team, or office, and the assets under advisement related to their defined contribution (DC) practice specifically.
“Since their inception, NAPA’s various industry lists have been a valuable Who’s Who of who matters in the world of retirement plans and retirement plan advisors,” noted Nevin Adams, Chief Content Officer of the American Retirement Association, and Editor-in-Chief of NAPA-Net, the nation’s leading online resource for retirement plan advisors. “This latest chapter – the NAPA Top DC Advisor Teams, ranked by self-reported DC assets under advisement – presents a compelling case for the positive impact on the nation’s private retirement system”.
This year’s list, which focuses on teams with at least $100 million in AUA, represents more than $1 trillion in DC assets under advisement. Significantly, those teams include more than 1500 advisors – and many more support personnel – working to help Americans prepare for a financially satisfying retirement in 40 states and Puerto Rico. “As the nation’s leading voice for retirement plan advisors, we are pleased to highlight these contributions,” noted Adams.
The coincident publication of the Top Multi-Office DC Firms highlights more than $2 trillion in AUA, nearly 125,000 plans supported, and nearly 24 million participants supported by the actions of these firms.
The list of NAPA’s Top DC Advisor Teams, which will be published in the Spring issue of NAPA Net, the Magazine, is available online at https://www.napa-net.org/industry-intel/accolades/top-dc-advisor-teams. The list of NAPA’s Top DC Multi-Office Firms is available online at https://www.napa-net.org/industry-intel/accolades/top-dc-advisor-firms
About the National Association of Plan Advisors
The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. NAPA is part of the American Retirement Association, based in the Washington, D.C. area. More information about NAPA is available at napa-net.org.