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DC provider consolidation heated up dramatically in 2014, with 13 deals — up from six in 2013 and just three in 2008.
Our list of DC Investment Only (DCIO) providers, last updated in December 2014, follows.
Our updated (as of Nov. 2014) list of national record keepers serving the DC market is here.
There's only one list of the top wholesalers serving the DC industry. Check out NAPA's "Wingmen" list — and learn about what's behind it — here.
Our list of DC broker dealers, last updated in November 2014, is provided below.
Where is the next generation of plan advisors coming from? To answer that question, NAPA set out to find the top young advisors — the profession’s “Young Guns.” The results of that effort: our list of the “Top 50 Plan Advisors Under 40.”
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The materials contained herein are intended for instruction only and are not a substitute for professional advice.
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