For the fifth consecutive year, RCM&D is proud to be named one of the top-defined contribution (DC) advisor firms with assets under advisement of $100 million by the National Association of Plan Advisors (NAPA). This list represents a compilation of leading individual advisor firms, or teams, ranked by DC assets.
“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,” said Nevin Adams, Chief Content Officer of the American Retirement Association, and Editor-in-Chief of NAPA-Net. “This latest chapter – the NAPA Top DC Advisor Teams, ranked by self-reported DC assets under advisement – presents a compelling case for their positive impact on the nation’s private retirement system”.
A record number of teams made this year’s list, representing nearly $2 trillion in DC assets under advisement – the retirement savings of some 27 million working Americans. Significantly, those teams include nearly 2,000 advisors – and many more support personnel – working to help Americans prepare for a financially satisfying retirement from 38 states and Washington, D.C.
You can view the full NAPA Top DC Advisor firms list at this link.
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 napa-net.org.
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.