ARLINGTON, Va.— RTD Financial has been named to the National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams with assets under advisement of at least $100 million.
Unlike other lists, this focuses on individual firms, or what may, in a wirehouse environment, be referred to as a team, or office, and the assets under advisement related to their defined contribution (DC) practice, specifically in a single physical location. RTD has been recognized by the National Association of Plan Advisors as a Top DC Advisor Team each year since the inaugural list was published in 2017.
“Since their inception, NAPA’s various industry lists represent the best of what the retirement plan industry has to offer, setting the bar higher for financial professionals and plan advisors specifically,” said John Sullivan, Chief Content Officer of the American Retirement Association, and Editor-in-Chief of NAPA-Net, the nation’s leading online resource for retirement plan advisors. “The NAPA Top DC Advisor Teams are ranked by self-reported DC assets under advisement and highlight the positive impact they’re making on the nation’s private retirement system.”
This year’s list features a record number of teams (452)—which oversees nearly $2 trillion in defined contribution plan assets belonging to more than 47,000 plans covering nearly 21 million participants. This year’s teams represented 43 states and the District of Columbia.
Sullivan added, “As the nation’s voice for retirement plan advisors, we are once again pleased to highlight the contributions and commitment of these teams.”
The list of NAPA’s Top DC Advisor Teams, which will be published in the Spring issue of NAPA Net, the Magazine, is available online at https://www.napa-net.org/napa-top-dc-advisor-teams-2024.
About the National Association of Plan Advisors
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.
About RTD Financial
Since 1983, RTD Financial has served as a trusted advisor for individuals, business owners, and organizations. Our firm offers Personal Wealth Management, Employer Retirement Plan Solutions, Trust Investment Management, and Nonprofit Investment Management.
DISCLOSURE: The above-mentioned recognition was given on March 20, 2024 based on the time period of the 2023 calendar year. It was provided by NAPA. RTD Financial has reasonable belief that the survey used to determine the award was fair and balanced. RTD Financial did not compensate NAPA to be included in this survey. The Top DC Advisor Teams recognition is no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results.