Press Release
Sequoia Named to List of Nation’s Top Defined Contribution Advisor Teams
List Highlights Nation’s Leading Retirement Plan Advisory Firms
“We are honored to be included in NAPA’s Top Advisor listing for the fifth consecutive year,” said Molly Knapp, Sequoia’s vice president of 401(k) services. “Sequoia continues to grow in our assets under advisement, but more importantly, we continue to grow in our service model to benefit our clients and their employees.”
This year’s list features a record number of teams – which oversee nearly $2 trillion in defined contribution plan assets belonging to more than 56,000 plans covering nearly 28 million participants. Significantly, teams featured this year include nearly 2,000 advisors – and many more support personnel – working to help Americans prepare for a financially satisfying retirement from 38 states and Washington, D.C.
“Since their inception, NAPA’s various industry lists have been a valuable Who’s Who of who matters in the world of retirement plans and retirement plan advisors,” noted Nevin Adams, Chief Content Officer of the American Retirement Association, and Editor-in-Chief of NAPA-Net, the nation’s leading online resource for retirement plan advisors. “This latest chapter – the NAPA Top DC Advisor Teams, ranked by self-reported DC assets under advisement – presents a compelling case for the positive impact on the nation’s private retirement system”.
The list of NAPA’s Top DC Advisor Teams is available online at https://bit.ly/2021DCteams/. To learn more about Sequoia’s retirement program, visit Sequoia.com/services/financial/.
Sequoia is the pioneer in Total People Investment. We help people-driven businesses design, deploy, and optimize people investment strategies that achieve engagement and business outcomes. Through expert guidance and the Sequoia People Platform, our offerings in total rewards, benefits, wellbeing, HR & payroll, and business protection tie into a higher strategic role, enabling companies to manage their global people investments, with reduced administrative burdens and deeper employee care and support.
For more than 20 years, people-driven companies have turned to Sequoia to unlock the full potential of their business and global workforce. Visit Sequoia.com or follow us on LinkedIn to learn more.
About the National Association of Plan Advisors
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. NAPA is part of the American Retirement Association, based in the Washington, D.C. area. More information about NAPA is available at napa-net.org.
Netta Conyers-Haynes
Sequoia
netta.conyers-haynes@sequoia.com
707.297.5599
Kyle McGuire
AMF Media Group
kyle@amfmediagroup.com
925.790.2788