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The National Association of Plan Advisors (NAPA) released the list of its Top DC Advisor Teams for 2022 and Benefit Financial Services Group (BFSG Institutional Services) is pleased to announce we are among the nation’s leading retirement plan advisor firms. The National Association of Plan Advisors (NAPA) Top DC Advisor Teams listing focuses on teams, broadly defined as being in a single physical location, and having at least $100 million in Defined Contribution (DC) assets under advisement. It is based on self-reported assets under advisement as of December 31, 2022, unless otherwise noted. This is the sixth annual list of DC Advisor Teams. The Top DC Advisor Teams listing can be seen here.

Disclaimer: Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Firm is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of the Firm or its representatives by any of its clients. Rankings published by magazines and others are generally based exclusively on information prepared and/or submitted by the recognized adviser.  The Firm did not pay a fee for inclusion on this list.

Congratulations Chad Noorani, QKA for being selected again to NAPA’s 2023 “Aces”: Top 100 Retirement Plan Advisors Under 40.

Established in 2014, the list of “Aces” – our Top Young Retirement Plan Advisors – is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners, vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review.

View the list of “Aces” here: https://www.napa-net.org/2023-aces-top-100-retirement-plan-advisors-under-40

Disclaimer: Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Firm is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of the Firm or its representatives by any of its clients. Rankings published by magazines and others are generally based exclusively on information prepared and/or submitted by the recognized adviser. The Firm did not pay a fee for inclusion on this list.

Congrats to Tina Schackman, CFA®, CFP® for her selection as one of NAPA’s top women advisors for 2022! She’s been named to the “Captain” category – All-stars who are principals of their organization. We are so proud of you Tina!

Click here to view the Top Women Advisors: Captains (2022) NAPA list.

This year, as in years past, nominees—more than 500 of them—were asked to respond to a series of questions, both quantitative and qualitative, about their experience and practice, as well as their accomplishments, their contributions to the industry, the state of workplace retirement plans, and in what way(s) they “give back.” Those questionnaires were then reviewed and scored by a panel of judges who, over the course of several weeks, selected the women we honor today.

Disclaimer: Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Firm is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of the Firm or its representatives by any of its clients. Rankings published by magazines and others are generally based exclusively on information prepared and/or submitted by the recognized adviser. The Firm did not pay a fee for inclusion on this list.

We are so proud of Braden Priest, CFA® for being nominated to NAPA’s 2023 “Top 100 Retirement Plan Advisors Under 40”.

Vote for Braden Priest here.

Established in 2014, the list of “Aces” – our Top Young Retirement Plan Advisors – is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners, vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review.

Disclaimer: Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Firm is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of the Firm or its representatives by any of its clients. Rankings published by magazines and others are generally based exclusively on information prepared and/or submitted by the recognized adviser. The Firm did not pay a fee for inclusion on this list.

We are so proud of Chad Noorani, QKA for being nominated to NAPA’s 2023 “Top 100 Retirement Plan Advisors Under 40”.

Vote for Chad Noorani here.

Established in 2014, the list of “Aces” – our Top Young Retirement Plan Advisors – is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners, vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review.

Disclaimer: Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Firm is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of the Firm or its representatives by any of its clients. Rankings published by magazines and others are generally based exclusively on information prepared and/or submitted by the recognized adviser. The Firm did not pay a fee for inclusion on this list.