The National Association of Plan Advisors (NAPA) has named CBIZ Retirement Plan Services a Top Defined Contribution (DC) Advisor Firm.
This is the first year NAPA has compiled this list, which is composed of 100 individual advisors or teams with the highest DC assets under advisement. CBIZ ranks 7th, with more than $12 billion in total asset value of DC plans.
"I am so proud of our team that has been recognized by NAPA as a Top DC Advisor," said Brian Dean, President of CBIZ Retirement Plan Services. "While being in the Top 10 is a great accomplishment, we are striving to be the best at delivering comprehensive retirement plan solutions and creating a workplace culture that cannot be matched in the marketplace."
The NAPA Top DC Advisor Firms is a compilation of leading individual advisor firms, or teams, ranked by DC assets under advisement. Receipt of the award listed above is not indicative of investment performance and does not guarantee future results.