ARLINGTON, VA (Sept. 12, 2019) – The National Association of Plan Advisors (NAPA) is pleased to announce the Top 10 Defined Contribution (DC) Wholesalers, as selected by the nation's leading retirement plan advisors.
The Top 10 DC Wholesalers in two categories – recordkeeping and DCIO (defined contribution investment only) - were drawn from the list of Top 100 DC Wholesalers, based on votes cast by several thousand advisors from a list of more than 600 wholesalers nominated by NAPA Firm Partner recordkeepers and Defined Contribution Investment Only (DCIO) providers.
“We call them “Wingmen” because if they are doing their job, they have the advisor’s back in terms of information, tools, and support,” explained Nevin Adams, Chief Content Officer at the American Retirement Association, and Editor-in-Chief of NAPA-Net, the publication that sponsors the award.
With an estimated 1400 record keeping and DCIO external wholesalers working directly with advisors, this Wingmen list represents the top 7 percent of the industry.
The 2019 Top 10 DC DCIO Wholesalers are:
Ryan |
Fay |
John Hancock Investments |
Matt |
Kasa |
Nuveen |
Mike |
Manosh |
Fidelity Investments |
Todd |
Matlack |
Invesco |
Eric |
Milano |
T. Rowe Price |
Brian |
Munn |
American Century |
Keith |
Neal |
MFS Investment Management, Inc. |
Nancy |
Tassiello |
Legg Mason |
Matt |
Vanaman |
PIMCO |
Kim |
Zook |
Victory Capital |
The 2019 Top 100 DC Recordkeeper Wholesalers are:
Dennis |
Beaudet |
John Hancock RPS |
Bradford |
Boney |
John Hancock RPS |
Jerry |
Cicalese |
Sentinel Benefits & Financial Group |
Travis |
Gavinski |
Lincoln Financial Group |
Brody |
Geist |
Securian Financial |
Donny |
Sheinwald |
Lincoln Financial Group |
Troy |
Testa |
CUNA Mutual |
Scott |
Ward |
John Hancock RPS |
Barbara |
Wilderman |
John Hancock RPS |
Dan |
Zibaitis |
John Hancock RPS |
These lists are available at: https://www.napa-net.org/industry-intel/accolades/top-dc-wholesalers
The NAPA Top 100 DC Wholesalers and NAPA Top 10 DC Wholesalers will be featured in the fall issue of NAPA Net the magazine.
About NAPA:
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.
More information about NAPA is available at www.napa-net.org.