ARLINGTON, VA — The National Association of Plan Advisors has published its list of the nation’s top defined contribution (DC) Advisor Teams with AUA over $100 million.
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 from a single physical location. The inaugural list was published in 2017. “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 their positive impact on the nation’s private retirement system”.
A record number of teams made this year’s list, representing nearly $2 trillion in DC assets under advisement – the retirement savings of some 27 million working Americans. Significantly, those teams include nearly 2,000 advisors – and many more support personnel – working to help Americans prepare for a financially satisfying retirement from 38 states and Washington, D.C. “As the nation’s leading voice for retirement plan advisors, we are once again pleased to highlight the contributions and commitment of these teams,” noted Adams.
The list of NAPA’s Top DC Advisor Teams with AUA Over $100 Million, which will, along with the list of Top Multi-Office Firms, be published in the Spring issue of NAPA Net the Magazine, is available online at https://bit.ly/2021DCteams.
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.