Newport Capital Group is pleased to announce that it has been included in the National Association of Plan Advisors’ 2024 (NAPA) prestigious list of the nation’s top defined contribution (DC) Advisor Teams. This recognition highlights Newport Capital Group’s commitment to delivering premium retirement plan advising services.
NAPA, an organization established by and for retirement plan advisors, is crucial in acknowledging industry leaders. Newport Capital Group is honored to align with NAPA’s values and mission, emphasizing its dedication to the most important concerns of retirement plan advisors.
Newport Capital Group is grateful to NAPA for acknowledging the firm’s contribution to the field. This recognition inspires Newport Capital Group to continue pursuing excellence, providing innovative solutions and unparalleled service to its clients.
NAPA Top DC Advisor Teams 2024 Published March 20, 2024: Established in 2017, nominees had to be individual advisor team/offices with a defined contribution book of business, in a single physical location. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. Ranked by assets under advisement, 452 firms were included on the list, all teams are in a single physical location and based on self-reported assets as of 12/31/2023. No fee is charged to participate.