Newport Beach, CA, March 25, 2021 — Beacon Pointe’s Retirement Plan Services Group has been named to the 2020 edition of the National Association of Plan Advisors (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams. The list recognizes top firms and the assets under advisement related to their defined contribution practice, acknowledging those who specialize in serving DC retirement plans across the United States.
This is the fourth annual Top DC Advisor Team list produced by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution assets under advisement. There were no fees required to participate in the application process.
The Beacon Pointe Retirement Plan Services Group specializes in serving plan sponsors of 401(k)s, 403(b)s, and other non-qualified deferred compensation plans. Each client is surrounded by a dedicated advisory team that, in a fiduciary capacity, seeks to distinguish true value through the careful assessment of suitable providers whose services and capabilities best align with the Plan.
To view the full listing of the 2020 Top DC Advisor Teams, visit their website here.
About Beacon Pointe Advisors:
Beacon Pointe Advisors is a registered investment adviser headquartered in Newport Beach, California, with office locations and clients located nationally. Clients have long relied on Beacon Pointe’s professional advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic financial plans. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information on Beacon Pointe’s wealth advisory services, please visit: www.beaconpointe.com.