PHILADELPHIA, PA — RTD Financial has been named to the National Association of Plan Advisors’ list of the nation’s top defined contribution (DC) Advisor Teams with Assets under Advisement over $100 Million.
Unlike other lists, this focuses on individual firms and the assets under advisement related to their defined contribution (DC) practice. RTD has been named as a Top DC Advisor Team each year since the inaugural list was published in 2017.
“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,” noted Nevin Adams, 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. “This latest chapter – 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”.
This year’s list features a record number of teams – which oversee nearly $2 trillion in defined contribution plan assets belonging to more than 56,000 plans covering nearly 28 million participants. Ironically, in a year when consolidation took some individual teams from this list, new ones more than filled that gap. 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. “As the nation’s leading voice for retirement plan advisors, we are once again pleased to highlight the contributions and commitment of these teams,” noted Adams.
“We’re thrilled that NAPA has named us a Top DC Advisor Team for the fifth consecutive year,” said RTD Financial President Beth Davies. “Our continued growth and 99% retention rate is truly a testament to the dedication of our team, and we are proud to support our clients in the shared desire to strengthen the financial future of their employees and their organization.”
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://bit.ly/2021DCteams.
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.
This rating was given in March of 2022 and was based on the 2021 calendar year. The rating was created and tabulated by the National Association of Plan Advisors (NAPA).
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.