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Applications for NAPA Top DC Advisor Teams, Multi-Office Firms, Now Open!

Awards & Honors

Today we are pleased to announce the opening of applications for NAPA’s Top DC Advisor Teams (with AUA $100 Million) and Top DC Advisor Multi-Office 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 launch the sixth annual edition of this important recognition.

The NAPA Top DC Advisor Team by AUA and Multi-Office Firms highlight 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.

DC Advisor Teams with AUA > $100 Million

There are two separate listings—the first, Top DC Advisor Teams with AUA > $100 Million—focuses on firms, or what may, in a wirehouse environment, be referred to as a team, or office—all in a SINGLE physical location. As indicated by its title, it’s focused on the defined contribution practice specifically.  You can find last year’s list at https://www.napa-net.org/industry-intel/industry-lists/top-dc-advisor-teams-2021

The application for THIS year’s list is online at https://usaretirement.wufoo.com/forms/napa-top-dc-advisor-team-2022/.

Multi-Office Firms

The second list—Top DC Advisor Multi-Office Firms—is intended to recognize organizations with multiple physical locations, including in some instances, entire firms. You can find last year’s list at https://www.napa-net.org/top-dc-advisor-multi-office-firms-2021

The application for THIS year’s list is online at https://usaretirement.wufoo.com/forms/napa-top-dc-advisor-multioffice-2022/.

Note: There is no charge to be included in either of these two lists. The final lists will be published in NAPA Net the Magazine, and on https://www.napa-net.org/.

If you have any questions, or issues with the application, please contact Nevin Adams, at [email protected].

 

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