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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 launch the fifth annual list of NAPA Top DC Advisor Teams by AUA.
The NAPA Top DC Advisor Team by AUA list highlights the nation’s leading retirement plan advisor firms. Sure, we know it’s not just about the numbers—but the reality is that NAPA members are having a huge impact every single day, not just on the quality of retirement plan advice, but also 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 practice specifically—and in a single physical location. While we used the terms interchangeably during the initial online promotion, we have now officially embraced “teams” as the list name, since it captures the essence of a group of individuals pulling together toward a common goal.
Note: There is no charge to be included in the NAPA Top DC Advisor Firm by AUA listing.
In order to be considered for inclusion in this list, you’ll need to complete our application form no later than Feb. 14. The application form for individual teams is below, or you can access it at https://usaretirement.wufoo.com/forms/napa-top-dc-advisor-team-2021/.
We’ll launch the application for Top DC Multi-Office Firms TOMORROW!
