Forrester Wealth Advisors has been named to the National Association of Plan Advisors (NAPA) 2022 Top Defined Contribution (DC) Teams list.
“Congratulations to Forrester Wealth Advisors for receiving this prestigious recognition, which is a testament to their commitment to offer the highest standard of success in financial relationships. Forrester Wealth Advisors represents the best of our industry,” said Kevin Reed, Executive Vice President and President of Private Client Group.
“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 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. This list focuses on individual teams and the assets under advisement related to their defined contribution (DC) practice, specifically in a single physical location.