RCM&D is proud to have been selected for the third year in a row as one of the National Association of Plan Advisors (NAPA) top defined contribution (DC) Advisor firms. The NAPA Top DC Advisor Firms is a compilation of leading individual advisor firms, or teams, ranked by DC assets under advisement.
The second annual list of NAPA Top DC Advisor Firms is available online at https://www.napa-net.org/industry-lists/top-dc-advisor-teams/.
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.
Established in 2017, nominees had to be individual advisor team/offices with a defined contribution book of business. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance. Teams are ranked by assets under advisement, self-reported by advisor firm/teams. Approximately 300 submissions were received and 250 were selected.
If you have any questions about RCM&D or our retirement plan consulting and solutions please contact Rob Kotler at firstname.lastname@example.org or 410.427.6439.