ST. LOUIS—November 2, 2017—Moneta Group Investment Advisors is pleased to announce they have been named to the National Association of Plan Advisors (NAPA) 2017 Top DC Advisor Firms list. Unlike other lists, this focuses on firms, teams, or offices in the defined contribution (DC) practice specifically.
As of December 31, 2016, Moneta services 290 defined contribution plans with a total asset value around $3.4 billion.
“We are committed to our retirement plan clients and the success of their plan participants; in fact, it is ingrained in our core values and mission,” says Megan Riley, a Senior Institutional Advisor at Moneta. “This recognition on the 2017 Top Defined Contribution Advisor Firm list further illustrates our passion for helping our clients and delivering exceptional service.”
This list is the first of its kind, as no others rank retirement plan businesses based on the assets under advisement specific to defined contribution plans.
“The reality is that advisors are having a huge impact every single day, not only on the quality of retirement plan advice, but in building a more financially secure retirement for millions of Americans,” stated NAPA in their media release.
The National Association of Plan Advisors (NAPA), is an affiliate organization of the American Retirement Association and was created by and for retirement plan advisors. While the financial services industry is well represented in Washington by a number of trade associations that weigh in on issues affecting advisors, NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. This exclusive focus is what sets NAPA apart.
The 2017 NAPA Top DC Advisors list is available online here.