Rita Riccardi, director of Retirement Plans, announced March 22 that Fiduciary Plan Partners has been named one of the Nation’s Top DC Advisor Teams by The National Association of Plan Advisors (NAPA).
“We are honored to receive national recognition for the work we do assisting our clients to meet their organizational objectives and for plan participants to reach their retirement goals. I am thrilled that our team’s commitment and dedication to servicing our clients has been acknowledged again this year. This is the third year in a row that Fiduciary Plan Partners has been named one of the Nation’s Top DC Advisor Team,” Riccardi said.
Fiduciary Plan Partners is an independent retirement plan consulting firm made up of a team of experienced professionals dedicated to delivering quality retirement plan solutions for plan sponsors. Fiduciary Plan Partners has over $1 billion in assets under advisement and works with more than 100 plan sponsor clients and 30,000 employees.
“I am proud of the tremendous strides that Fiduciary Plan Partners’ team members have taken over the last six years to help organizations and their employees achieve a successful
Retirement,” said Steven Puckett, managing partner.
Fiduciary Plan Partners offers a full complement of retirement plan design and fiduciary plan services including investment oversight, plan benchmarking and participant financial wellness.
Despite the market turmoil in 2022, the record number (362) of teams on this year’s list continue to guide nearly $2 trillion in defined contribution plan assets belonging to more than 56,000 plans covering more than 23 million participants. Moreover, each team listed — and to be here they are all in a single physical location — has more than $100 million in AUA, based on self-reported assets under advisement as of Dec. 31, 2022
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.
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. This chapter — the NAPA Top DC Advisor Teams with AUA Over $100 million, ranked by self-reported DC assets under advisement—presents a compelling case for the impact on the nation’s private retirement system. The list is available online at www.napa-net.org/top-dc-advisor-teams-2022