If you work for a wirehouse advisor team, you are eligible to apply to be one of the Top NAPA DC Advisor Firm/Teams.
We’ve gotten a number of questions about eligibility for NAPA’s Top DC Advisor Firm/Team listing. The list is intended to recognize what may, in a wirehouse environment, be called a team, not a firm.
The bottom line: We are not expecting to list big wirehouse firms like Morgan Stanley, Merrill Lynch or UBS. We are expecting – and have already received a number of applications from – advisor teams who work for those firm(s) and others. If you’re not sure, email me at [email protected]!
So, don’t miss out. We’ve gotten a number of requests to extend the application submission deadline for the inaugural list of NAPA Top DC Advisor Firms – and we’ve decided to extend the window until July 18 to submit your application.
The NAPA Top DC Advisor Firm list will highlight the nation’s leading retirement plan advisor firms. Unlike other lists, we’ll be focusing on firms, rather than individuals, and on the defined contribution (DC) practice specifically. Please note that by advisor firms, we're looking at what may, in a wirehouse environment, be referred to as a team, or office.
Note: There is no charge to be included in the NAPA Top DC Advisor Firm listing.
The application form is available online at https://usaretirement.wufoo.com/forms/napa-top-dc-advisor-firm-2017-application/.
If you have any questions regarding that application, or are unable to access it, please email me at [email protected].
