We are pleased to announce that Schneider Downs Wealth Management Advisors, LP (SDWMA) has been named as one of the Nation’s Top DC Advisor Teams in 2024 by the National Association of Plan Advisors (NAPA) for the fourth consecutive year.
The NAPA Top DC Advisor Firm list highlights the nation’s leading retirement plan advisor firms. Unlike other lists, this focuses on teams having at least $100 million in defined contribution (DC) plan assets under advisement and is based on self-reported assets under advisement as of December 31, 2023.
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 www.napa-net.org.
NAPA members like SDWMA are having a huge impact every single day, not just on the quality of retirement plan advice, but also in building a more financially secure retirement for millions of Americans. It is a great honor for SDWMA to be listed in this regard by NAPA.
To our clients, friends, and colleagues, thank you for your continued trust and confidence in SDWMA. If you know someone that we could be of service to, please do not hesitate to share this email or our contact information.
Please Note: NAPA updated the title and naming convention this year to reflect the year in which the list is released even though it is still based on data as of 2023. Hence, a list titled “NAPA Top DC Advisor Teams – 2023” is not published.
Schneider Downs Wealth Management Advisors, LP (SDWMA) is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). SDWMA provides fee-based investment management services and financial planning services, along with fee-based retirement advisory and consulting services. Material discussed is meant for informational purposes only, and it is not to be construed as investment, tax or legal advice. Please note that individual situations can vary. Therefore, this information should be relied upon when coordinated with individual professional advice. Registration with the SEC does not imply any level of skill or training.
