Pension Consultants, Inc. (PCI) is proud to be featured among NAPA’s annual Top DC Advisor Teams list for the fourth year! The country’s leading voice for retirement plan advisers –The National Association of Plan Advisors – has published its latest list of the top defined contribution (DC) adviser teams in the U.S. This annual list highlights the nation’s leaders, ranked by DC assets under management at the close of 2020. PCI, with nearly $4B of DC AUM, is in the top 25% of teams.
NAPA’s annual Top DC Advisor Teams list joins the organization’s other industry lists as a “Who’s Who” of important players in world of retirement plan management. “The list highlights advisors that are focused on building a more financially secure retirement for millions of Americans,” says Nevin Adams, Chief Content Officer of the American Retirement Association and Editor-in-Chief of NAPA-Net. This year’s list includes teams in 40 different states and Washington, DC. Its roll represents more than $1.3 TRILLION in defined contribution dollars under advisement as of 12/31/20, representing the interests of some 30 million working Americans!
For more than 25 years, PCI has worked to drive change in the industry and focus on our mission — to improve the financial security of American workers. When we partner with our retirement plan clients to help individuals and their families, we all are helping improve communities. Better communities make for a better nation. To us, that’s Rewarding Retirement! We are impacting people’s lives for the better and are proud to have the opportunity to make a difference.
Thank you, NAPA, for including us on this year’s list! To view the complete list visit https://www.napa-net.org/industry-intel/industry-lists/top-dc-advisor-teams-2020
Pension Consultants, Inc. (PCI) is an independent, fee-only retirement plan adviser committed to bringing transparency and results to the world of defined contribution plans. Established in 1994, and with over $4 billion of assets in its care (12/31/20), PCI has spent more than 25 years working to improve the financial security of American workers. PCI combines participant management, investment management, and vendor management services, creating plans designed to prepare participants to retire on time with dignity.
NAPA, a national industry publication, is a leading advocate for retirement plans and retirement plan advisors across the nation. NAPA has made its way into the daily lives of retirement planning professionals, and their publication provides valuable industry news and thought leadership. NAPA is part of the American Retirement Association, aiming to educate retirement plan professionals, and to preserve and enhance the employer-based retirement plan system.
NAPA TOP DC Advisor List Disclosure: Established in 2017, nominees had to be individual advisor team/offices with a defined contribution book of business, in a single physical location. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate. The complete list can be found here: https://www.napa-net.org/industry-intel/industry-lists/top-dc-advisor-teams-2020