Ten Resources Firms Recognized as Top DC Teams
Resources is excited to announce that 10 of our partner firms have been named to the NAPA Top DC Advisor Teams list! This list highlights the nation’s leading retirement plan advisor firms and focuses on teams having at least $100 million in DC assets under advisement. It is based on self-reported assets under advisement as of December 31, 2019, unless otherwise noted.
401K Advisors Intermountain
Bukaty Companies Financial Services
Impact Benefits & Retirement
Retirement Benefits Group
StoneStreet Equity, LLC
Strategic Retirement Group
View of complete list of firms here.
Additionally, the following teams made the DC Advisor Multi-office Teams list. This year’s list is based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2019 for the organizations that submitted data. Firms listed had to have more than one office/physical location to be included. List is limited to firms with in excess of $1 billion in AUA.
View a complete list of firms here.