Jamie Rehak Partner | Managing Director, Lawley Retirement Advisors View Bio

For the third year in a row, Lawley Retirement Advisors has been recognized on the National Association of Plan Advisor’s list of 2020’s Top DC Advisor Teams!

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 have been a valuable Who’s Who of who matters in the world of retirement plans and retirement plan advisors,” noted Nevin Adams, 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.  “This latest chapter – the NAPA Top DC Advisor Teams, ranked by self-reported DC assets under advisement – presents a compelling case for the positive impact on the nation’s private retirement system”.

The list, which highlights teams with at least $100 million in AUA, this year represents more than $1.3 trillion in DC assets under advisement – the retirement savings of some 30 million working Americans.  Significantly, those teams include nearly 1,600 advisors – and many more support personnel – working to help Americans prepare for a financially satisfying retirement in 40 states and Washington, D.C.  “As the nation’s leading voice for retirement plan advisors, we are once again pleased to highlight the contributions and commitment of these teams,” noted Adams.

CLICK HERE for the list of NAPA’s Top DC Advisor Teams, which will be published in the Spring issue of NAPA Net, the Magazine.

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.