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.