Bethesda, MD —AFS 401(k) Retirement Services, a leading retirement plan advisor firm within HUB International, has been named to the NAPA 2024 Top DC Advisor Team list. This annual list highlights the nation's top retirement plan advisor firms, recognizing their significant impact on the quality of retirement plan advice and their role in building a more financially secure retirement for millions of Americans.
Unlike other lists, the NAPA Top DC Advisor Team list focuses on teams, broadly defined as being in a single physical location and having at least $100 million in DC assets under advisement. The selection process is based on self-reported assets under advisement as of December 31, 2023, unless otherwise noted.
"We are honored to be recognized among the nation's top retirement plan advisor firms," said Alex Assaley, Managing Director at AFS. "This achievement is a testament to the commitment and hard work of our team, who strive every day to provide the highest quality advice and service to our clients. We are proud to have the opportunity to share this recognition and continue our mission of helping Americans achieve a financially secure retirement."
AFS and HUB are committed to providing innovative retirement plan solutions and personalized advice to help clients navigate the complexities of retirement planning. The firm's inclusion in the NAPA Top DC Advisor Team list further solidifies its position as a leader in the retirement plan advisor industry.
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. Teams must have at least $100 million in AUA to be included. The list is based exclusively on self-reported AUA. 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. The rating is not indicative of the nominee’s future performance. Approximately 452 submissions participated in the ranking. 452 were named to the final ranking.
For more information, please visit https://www.napa-net.org/napa-top-dc-advisor-teams-2024.