Schaumburg, Ill. (January 9, 2019) – Assurance Financial Services (AFS) was recognized for being one of the nation’s top defined contribution (DC) advisor teams from the National Association of Plan Advisors (NAPA) for the second consecutive year. NAPA’s award focuses on individual firms and teams and the assets under advisement related to their defined contribution practice.
AFS is a wholly-owned subsidiary of Assurance that provides independent guidance, retirement plan advisory and comprehensive financial wellness options to help clients minimize fiduciary risk while maximizing financial health for their employees.
“In today’s workplace, it’s no longer enough to offer any old retirement plan as a benefit option and call it a day; employers demand a competitive and effective retirement plan program that will engage employees and help them in achieving their retirement goals,” said Liz Smith, President of Assurance. She continued, “AFS makes that dream a reality for our clients and deserves the honor of being named one of the nation’s top advisors in retirement.”
“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.”
Recipients made up a total of $640 billion in DC assets under advisement and more than 1,200 advisors. This year’s list focused on firms with at least $100 million in assets under administration (AUA). The list of NAPA’s Top DC Advisor Teams will be published in the Winter issue of NAPA Net.
The National Association of Plan Advisors is an affiliate organization of the American Retirement Association. The association was created by and for retirement plan advisors. As a professional society, NAPA is uniquely committed to seven core principles of advisors serving employer-sponsored retirement plans. The American Retirement Association was founded in 1966 and is a non-profit professional organization with two major goals: to educate all retirement plan and benefits professionals and to create a framework of policy that gives every working American the ability to have a comfortable retirement. NAPA Web address: www.napa-net.org
Assurance is among the largest and most awarded independent insurance brokerages in the U.S. A “Top 50” broker and repeated national “Best Place to Work” winner, Assurance creates value by minimizing risk and maximizing health for 6,000 businesses and individuals across the country. Visit Assurance at www.assuranceagency.com.