Oswald Financial Named NAPA’s Top DC Advisor Team for 2018

We are pleased to announce that, once again, our team has been named one of the 2018 Top DC Advisor Teams by the National Association of Plan Advisors (NAPA)!

The teams list, ranked by self-reported DC assets under advisement, this year contains fewer teams than did the 2017 inaugural list, though the AUA threshold of $100 million remained. However – and doubtless the strong markets have played a factor – the total AUA of the firms on this list is more than double last year’s tally: nearly $630 billion in DC assets under advisement.

We are proud to be advisors and support staff working to help Americans prepare for a financially satisfying retirement.

The list of top DC Advisor Teams is online at https://www.napa-net.org/industry-lists/top-dc-advisor-teams/.

Established in 2017, nominees had to be individual advisor team/offices with a defined contribution book of business.  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. No fee is charged to participate.  The rating is not indicative of the nominee’s future performance. Teams are ranked by assets under advisement, self-reported by advisor firm/teams.  Approximately 300 submissions were received and 250 were selected.