The NAPA Top DC Advisor Teams 2024 list highlights the nation’s leading retirement plan advisor firms. For a seventh consecutive year, CSG Capital Partners has made the list! Our team is committed to providing plan sponsors with a superior service experience and plan participants with a comprehensive retirement planning model in order to achieve their financial goals.
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. This year’s list features a record number of teams (452)—which oversees nearly $2 trillion in defined contribution plan assets belonging to more than 47,000 plans covering nearly 21 million participants. This year’s teams represented 43 states and the District of Columbia.