Schaumburg, Ill. (March 18, 2020) – For the third consecutive year, Assurance Financial Services (AFS) was recognized as one of the nation’s top defined contribution (DC) advisor teams from the National Association of Plan Advisors (NAPA). The recognition highlights retirement plan advisor teams across the nation for the value of assets under advisement (AUA) related to their defined contribution division. Recipients on this year’s list manage at least $100 million in defined contribution assets under advisement (AUA) and recognized teams guiding over $1 trillion in defined contribution assets for approximately 20 million Americans.
“Sure, we know it’s not just about the numbers –but the reality is that advisors are having a huge impact every single day, not only on the quality of retirement plan advice, but in building a more financially secure retirement for millions of Americans,” said 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.
Assurance Financial Services (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.
“Individuals collaborating as a group to achieve a common goal is the true meaning of Team, and that is what makes this acknowledgment so special. NAPA recognizes Teams. I could not be prouder of my ‘A’ Team and their constant efforts in successfully assisting our clients,” said Rich Cordova, senior vice president and Assurance Financial Services practice leader at Assurance.
The list of NAPA’s Top DC Advisor Teams will be published in the Spring issue of NAPA Net the Magazine. The magazine is available online at this link.
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.
Assurance is the premier, national insurance brokerage for clients and industry professionals. Assurance attracts and retains great insurance talent by rewarding expertise, investing in career development, and recognizing contributions. Its employees enjoy an award-winning culture that fosters a highly productive working environment where top professionals deliver outstanding client results. Visit Assurance at assuranceagency.com.