Newport Capital Group is proud to announce that Domenic DiPiero has been named a 2024 PLANADVISER Top Retirement Plan Adviser! This recognition honors Domenic‘s dedication to client service and outstanding contributions to Newport Capital Group.
The PLANADVISER list acknowledges advisers with exceptional service, as evidenced by quantitative data like client count and assets under advisement. Domenic’s focus on impactful solutions has been instrumental in earning this recognition. He acknowledges the team effort, stating, “It is an honor to be acknowledged by PLANADVISER, which emphasizes the collaborative efforts of the Newport Capital Group team. We are committed to delivering effective retirement solutions and positively contributing to our communities.”
This recognition reinforces Newport Capital Group and Dominic’s commitment to excellence in retirement planning and their dedication to providing innovative retirement solutions. The team expresses its sincere gratitude to PLANADVISER and reaffirms its unwavering commitment to excellence.
2024 Top Retirement Plan Adviser Published March 14, 2024: The 2024 PLANADVISER Top Retirement Plan Advisers recognition is based solely on self-reported quantitative data about an adviser’s practice. To be included in this year’s list, advisers had to have a minimum of 50 plan clients or retirement plan assets under advisement of $400 million or more, as of year-end 2023. After meeting the minimum plan or asset count, advisers are also highlighted if they meet the following criteria: 91% -100% of clients that are 401(k) plan sponsors, or 10 or more 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE or MEP/PEP plan clients. As this recognition is based solely on quantitative figures, there is no judging or subjective measurement, and it is not indicative of any adviser’s future performance. Neither advisory firms nor their employees pay a fee in exchange for this recognition.