RCM&D Named Top DC Advisor by NAPA for the Seventh Consecutive Year

BALTIMORE, MD – The National Association of Plan Advisors (NAPA) has recognized RCM&D as a top-defined contribution (DC) advisor firm for the seventh consecutive year.

The NAPA Top DC Advisor Teams, ranked by self-reported DC assets under advisement, presents a compelling case for the positive impact on the nation’s private retirement system. Despite all that happened in 2023, the record number of teams on this year’s list continues to guide nearly $2 trillion in defined contribution plan assets belonging to almost 47,000 plans covering more than 21 million participants.

Additionally, each team listed has more than $100 million in Assets under Advisement (AUA), based on self-reported assets under advisement as of Dec. 31, 2023 (unless otherwise noted). Those teams are in 43 different states and the District of Columbia.

“It’s a great to work with a team of passionate professionals who spend every day working to enhance the financial wellness of our clients’ plan participants,” said RCM&D Retirement Practice Leader Rob Kotler.

The list of NAPA’s Top DC Advisor Teams will be published in the summer issue of NAPA Net magazine and is available to view online.

About the National Association of Plan Advisors (NAPA)

The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. NAPA is part of the American Retirement Association, based in the Washington, D.C. area. More information about NAPA is available at

If you have any questions about RCM&D or our retirement plan consulting and solutions, please contact Rob Kotler at or 410.427.6439.