Rehmann Named to List of Nation’s Top Defined Contribution (DC) Advisor Teams

 

Rehmann, a fully integrated professional advisory firm, has been named to the National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams with Assets under Advisement of at least $100 Million. 

Unlike other lists, this focuses on individual firms and the assets under advisement related to their defined contribution (DC) practice, specifically in a single physical location. The inaugural list was published in 2017.   

“Our purpose and passion is helping our clients accomplish their goals,” said Basam Malik, principal and retirement plan advisor at Rehmann. “We’re here as a network of financial advisors to guide you through the complexities and challenges of retirement planning, so you can concentrate on what matters most.” 

The NAPA Top DC Advisor Teams are ranked by self-reported DC assets under advisement and highlight the positive impact they’re making on the nation’s private retirement system. This year’s list features a record number of teams (452)—which oversees nearly $2 trillion in defined contribution plan assets belonging to more than 47,000 plans covering nearly 21 million participants. This year’s teams represented 43 states and the District of Columbia. 

“Since their inception, NAPA’s various industry lists represent the best of what the retirement plan industry has to offer, setting the bar higher for financial professionals and plan advisors specifically,” said John Sullivan, Chief Content Officer of the American Retirement Association, and Editor-in-Chief of NAPA-Net, the nation’s leading online resource for retirement plan advisors. 

The list of NAPA’s Top DC Advisor Teams, which will be published in the Spring issue of NAPA Net, the Magazine, is available online at https://www.napa-net.org/napa-top-dc-advisor-teams-2024.