Today we are pleased to update and unveil our list of Top DC Advisor Teams.
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. While we used the terms interchangeably during the initial online promotion, we have decided to officially embrace “teams” as the list name, since it captures the essence of a group of individuals pulling together toward a common goal.
The list is online at https://www.napa-net.org/industry-lists/top-dc-advisor-teams-over/.
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. This latest chapter – the NAPA Top DC Advisor Teams, ranked by self-reported DC assets under advisement – presents a compelling case for the impact on the nation’s private retirement system. Every team on this list of 275 has in excess of $100,000,000 in DC assets under advisement.
Think about that for a second; $275,000,000,000 in DC assets guided by these teams.
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.
We appreciate the commitment and hard work of the teams acknowledged – and are proud to have the opportunity to share it here, and in the Winter issue of NAPA Net the Magazine (already in the mail).
NAPA 401(k) Summit Recognition
We’ll also be acknowledging these firms at the NAPA 401(k) Summit in Nashville, Tennessee, April 15-17. If you haven’t yet registered, you’ll want to do so today – the hotel room block is filling up fast.
You can register – and check out the agenda – at http://napasummit.org.