Christensen Group Financial Earns Spot on NAPA’s Top DC Advisor Teams List
Christensen Group Financial has secured a coveted position on the National Association of Plan Advisors’ (NAPA) esteemed list of the nation’s top Defined Contribution (DC) Advisor Teams, boasting Assets under Advisement of $100 Million.
Distinguished for its exceptional performance in managing DC practices within a single physical location, Christensen Group Financial joins the select group of firms recognized by NAPA. This list, initiated in 2017, stands as a hallmark of excellence within the retirement planning domain.
John Sullivan, Chief Content Officer of the American Retirement Association and Editor-in-Chief of NAPA-Net, underlined the significance of this accolade, stating, “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.”
The latest roster of NAPA Top DC Advisor Teams comprises a record-breaking 452 teams, collectively managing nearly $2 trillion in defined contribution plan assets. These teams cater to over 47,000 plans and serve almost 21 million participants nationwide, reflecting their substantial impact on the private retirement system.
Sullivan further emphasized, “As the nation’s voice for retirement plan advisors, we are once again pleased to highlight the contributions and commitment of these teams.”
The comprehensive list of NAPA’s Top DC Advisor Teams for 2024 will be featured in the upcoming Spring issue of NAPA Net, the Magazine, and is accessible online at NAPA's official website.
About the National Association of Plan Advisors
Established by and for retirement plan advisors, the National Association of Plan Advisors (NAPA) extends its membership to other professionals supporting the interests of plan advisors within the retirement industry. Serving as the primary advocacy group exclusively dedicated to retirement plan advisors, NAPA operates under the umbrella of the American Retirement Association, headquartered in the Washington, D.C. area. Further details about NAPA can be found at napa-net.org.