NAPA Names Nation’s Top DC Advisor Teams.
The National Association of Plan Advisors has published its list of the nation’s top defined contribution (DC) Advisor Teams. Unlike other lists, this focuses on individual firms, or what may, in a wire house environment, be referred to as a team, or office, and the assets under advisement related to their defined contribution (DC) practice specifically. The list, which focuses on teams with at least $100 million in AUA, represents more than $1 trillion in DC assets under advisement. Significantly, those teams include more than 1500 advisors – and many more support personnel – working to help Americans prepare for a financially satisfying retirement in 40 states and Puerto Rico.
“This recognition underscores the value our firm puts on creating the best possible retirement solutions for our trusted clients around the nation,” said Michael Lee, CEO of FinDec. “In the more than 30 years our company has been operating, we’ve put our clients and their future first. It’s helped us grow and expand to provide even more people and we’re grateful to be with them every step of life — in the good and challenging times, we’re committed to their retirement goals.”
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