Advisors work with a variety of recordkeepers across different market segments, and in support of plans of all sizes and complexities—and advisors have identified the very best in the nation.
Late last year we launched our call to advisors to rate the nation’s best recordkeepers in a dozen different service categories, and in five distinct market segments. Advisors are, of course, extraordinarily well positioned to compare and evaluate the strengths (and weaknesses) of this critical service—as you see and experience first-hand the features, flexibility, and support that these organizations provide across a wide variety of circumstances. We asked advisors to vote only on the services in their target markets—and to evaluate the services on a 5-point scale, ranging from “world class” to “functional” to “needs work.”
Today we unveil the first results of thousands of advisor perspectives, highlighting the top five in each of these critical service categories—and each day this week we’ll unveil the top five recordkeepers—the Advisors’ Choice—in each of five different market segments.
First up: the Micro plan segment (serving plans with less than $1 million in assets)—in 13 different key service segments. To view the Micro plan segment, click here: https://www.napa-net.org/advisors-choice-micro-plans.