ARLINGTON, Va., April 23,
2024 /PRNewswire/ -- Spectrum Investment
Advisors has been named to the National Association of Plan
Advisors' (NAPA) list of the nation's top defined contribution (DC)
Advisor Teams with Assets under Advisement of at least $100 Million.
"We are thrilled to be recognized." – Manuel Rosado,
President of Spectrum Investment Advisors.
Unlike other lists, this focuses on individual firms, or what
may, in a wirehouse environment, be referred to as a team, or
office, and the assets under advisement related to their defined
contribution (DC) practice, specifically in a single physical
location. Spectrum paid an application fee.
"Since their inception, NAPA's various industry lists represent
the best of what the retirement plan industry has to offer, setting
the bar higher for financial professionals and plan advisors
specifically," said John Sullivan,
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. "The NAPA Top DC Advisor Teams are
ranked by self-reported DC assets under advisement and highlight
the positive impact they're making on the nation's private
retirement system."
This year's list features a record number of teams (452)—which
oversees nearly $2 trillion in
defined contribution plan assets belonging to more than 47,000
plans covering nearly 21 million participants. This year's teams
represented 43 states and the District of
Columbia.
Sullivan added, "As the nation's voice for retirement plan
advisors, we are once again pleased to highlight the contributions
and commitment of these teams."
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.
About Spectrum Investment Advisors
Spectrum Investment Advisors was incorporated in 1995. Spectrum
is a Registered Investment Adviser built on the premise that
achieving one's financial goals depends on independent financial
advice, timely research, and easy access to the investments and
services that best fit an investor's specific needs. For more
information about Spectrum visit their website at
www.spectruminvestor.com. Registration with the SEC does not imply
a certain level of skill or training.
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SOURCE Spectrum Investment Advisors