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Rehmann Named One of the Nations Top Retirement Plan Advisory Firms

Rehmann has been named as one of the top 30 Defined Contribution Retirement Plan advisory firms in the nation for 2021 by the National Association of Plan Advisors (NAPA). The list is based on self-reported defined contribution (DC) assets under advisement as of Dec. 31, 2021. In order to be considered, submitting firms had to have more than one office or physical location with an excess of $1 billion in DC assets under advisement.

“At Rehmann, it’s about more than just the numbers—it’s about the quality of retirement plan advice,” said Ryan Sullivan, managing director of wealth management at Rehmann. “Rehmann’s retirement plan services provide not only financial security to our clients, but peace of mind, and this is what drives our success in the field.”

A member of NAPA since its inception in 2014, Rehmann was the fifth oldest firm on the list as well as the only Michigan-based company on the list. Additionally, Rehmann’s Steven Gibson, CFA, and Simon Micakaj, C(K)P, were recently named to NAPA’s 2022 Top 100 Retirement Plan Advisors Under 40 list.

“We are proud to be one of the first members of NAPA and are grateful for the many resources NAPA provides that enrich retirement security in the United States,” Sullivan said. “Rehmann looks forward to continuing to set the standard in the retirement plan advisory field in the future.”

NAPA, an affiliate organization of the American Retirement Association, was created by and for retirement plan advisors. Membership offers three valuable benefits: advocacy, business intelligence, and networking—all designed to keep plan advisors at the forefront of the industry and help them succeed.