Plexus Financial Services 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.
“NAPA’s recognition as a Top DC Advisor Firm isn’t about one moment. It reflects how we show up every day through discipline, client commitment, and a shared standard of excellence at Plexus Financial Services,” said Mike Sullivan, SVP, Plexus Financial Services Team Leader. “We work hard to earn our clients’ trust and deliver outcomes that matter. I’m incredibly proud of what we’ve built and excited about what’s ahead.”
This recognition underscores Plexus Financial Services’ ongoing commitment to helping retirement plan sponsors and participants achieve better financial outcomes.
Unlike other lists, this focuses on individual firms, or what may, in a wirehouse environment, be referred to as a team or office, 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.
“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 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 featured 373 teams representing 43 states and the District of Columbia.
John Sullivan added, “As the nation’s voice for retirement plan advisors, we are once again pleased to highlight the contributions and commitment of these teams.”
The list of NAPA’s Top DC Advisor Teams, which will be published in the summer issue of NAPA Net, the Magazine, is available online here.
About the National Association of Plan Advisors (NAPA)
The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. NAPA is part of the American Retirement Association, based in the Washington, D.C. area. More information about NAPA is available here.
Disclosure
Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and Plexus Financial Services are separate entities. Plexus Financial Services LLC is a wholly owned subsidiary of The Plexus Groupe LLC.
