ProCourse is pleased to announce that our team has been named one of The National Association of Plan Advisors top defined contribution (DC) Advisor Teams with AUA over $100 million.
Unlike other lists, this focuses on individual firms, a team, or office, and the assets under advisement related to their defined contribution (DC) practice, specifically from a single physical location.
A record number of teams made this year’s list, representing nearly $2 trillion in DC assets under advisement – the retirement savings of some 27 million working Americans. Significantly, those teams include nearly 2,000 advisors – and many more support personnel – working to help Americans prepare for a financially satisfying retirement from 38 states and Washington, D.C. The list of NAPA’s Top DC Advisor Teams with AUA Over $100 Million is available online here.
About the Award
Established in 2017, nominees had to be individual advisor team/offices with a defined contribution book of business. 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. Award is based on self-reported assets under advisement as of December 31, 2021 unless otherwise noted.
About the National Association of Plan Advisors
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 at napa-net.org.
ProCourse is an independent Registered Investment Advisor (RIA) that specializes in advising over 401(k), 403(b) and other institutional retirement plans. Since 1998, the team has worked together to improve the financial health of the clients and participants they support. Find out more at www.procourseadv.com or call (317) 708-4150
Past performance may not be indicative of future results. The information in this document should not be construed, in any manner whatsoever, as a substitute for personalized individual advice from ProCourse. Any subsequent, direct communication by ProCourse with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption from registration in the state where the prospective client resides. Information pertaining to the registration status of ProCourse is available on the U.S. Securities & Exchange Commission’s website at www.adviserinfo.sec.gov.