Announcing NAPA’s Top DC Advisor Firms

Today we are pleased to unveil our first-ever list of Top DC Advisor Firms.

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. Today we open another chapter – the NAPA Top DC Advisor Firms, ranked by DC assets under advisement.

Sure, we know it’s not just about the numbers – but the reality is that advisors are having a huge impact every single day, not only on the quality of retirement plan advice, but in building a more financially secure retirement for millions of Americans.

Unlike other lists, this focuses on firms, or what may, in a wirehouse environment, be referred to as a team, or office, and as noted above, on the defined contribution (DC) practice specifically.

The list on the following page is focused on individual offices, and we will publish an expanded version of this list in the Winter issue of NAPA Net the Magazine, including a multi-office listing. Stay tuned for additional information on that front.

The list of NAPA’s Top DC Advisor Firms is at http://www.napa-net.org/top-dc-advisor-firms/.

Meanwhile, if you missed out on this list, and would like to be included in the future, an application form is available (until September 30) at https://usaretirement.wufoo.com/forms/napa-top-dc-advisor-firm-2017-application/.

Note: There is no charge to be included in the NAPA Top DC Advisor Firm listing.

Add Your Comments

7 Comments

  1. Janine
    Posted September 21, 2017 at 10:28 am | Permalink

    We are thrilled to be included on the NAPA Top DC Advisor list! Please let us know if you will be sending out a press release we can use to promote this. Thanks!

  2. emilyv
    Posted September 21, 2017 at 10:10 pm | Permalink

    Thanks for including Marsh & McLennan Agency on the list. We appreciate this accolade. Please let us know if a press release is available. Thank you!

  3. Nevin E. Adams, JD
    Posted September 22, 2017 at 3:18 pm | Permalink

    Folks, just sent out copy of press release and email icon. Congrats again!

  4. 401kGal
    Posted September 25, 2017 at 3:24 pm | Permalink

    The article mentions that the application is still available until September 30. Is this for consideration in 2018? Or will an updated application be released next summer for that purpose? Thank you!

  5. Posted September 27, 2017 at 11:33 am | Permalink

    Thank you very much for including Financial Technology, Inc. in your list of DC Advisors for 2017. How do I get a copy for a press release?

  6. Nevin E. Adams, JD
    Posted September 28, 2017 at 8:50 pm | Permalink

    Michael – have emailed it to you.

  7. Nevin E. Adams, JD
    Posted September 28, 2017 at 8:52 pm | Permalink

    401kGal (and others) – the application form will remain open through 09/30,and we will consider those applications for inclusion in the print version in the Winter 2017 issue of NAPA Net, the Magazine.

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