Today we unveil the final of our four interactive NAPA Black Book features: broker-dealer/RIAs.
With our interactive list, you’ll be able to view and sort by primary market(s) served and options available, including (among other things):
- retirement sales desk reps
- business development consultants
- recruiter for retirement plan advisors
- 3rd party vendor analysis tool
- 3rd party investment analysis tool
- benchmarking tools
- participant advice
- participant services
- CRM/data aggregation
- internal rollover program
- custom risk/target date models
- 408(b)2
- plan feature review
- consulting on SMAs
- plan sponsor fiduciary training
- stable value analysis
- minimum fee schedules
- home office employees supporting the retirement
You can also search within the list – and you’ll be able to identify which are NAPA Firm Partners.
Check it out at https://www.napa-net.org/2016-napa-black-book-bdria/.
Note: There’s a lot of data here – use the scroll bars at the top and bottom of the chart to navigate. And don’t forget to download the NAPA App in the Apple Store or Google Play.
If you’d like to be included in the 2017 NAPA Black Book, please contact Gwenn Paness at [email protected].
