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Six OneDigital Advisor Teams Win the 2021 NAPA Top DC Advisor Teams Award
Six OneDigital Advisor Teams Win the 2021 NAPA Top DC Advisor Teams Award
Overland Park, KS – April 04, 2022 – OneDigital Investment Advisors “OneDigital,” a registered investment advisor focused on corporate retirement plans with over $100 billion in assets under advisement, today announced that six of its advisor teams have been named to the NAPA Top DC Advisor Teams 2021.
NAPA’s annual Top Advisors Teams of the year recognizes advisor teams making a significant impact on the retirement future of Americans through plan advice. The teams are recognized under a few distinct criteria. Team members must be generally in the same location and have at least $100 million in Defined Contribution assets under management (AUM) as of December 31, 2021.
“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,”
— Nevin Adams, Chief Content Officer, American Retirement Association
OneDigital is Happy to Announce the Award Winners!
OneDigital – Bay Area
OneDigital – New Jersey
OneDigital – Orlando
OneDigital – Overland Park
OneDigital – Tru Team
OneDigital – Utah
“We have so many amazing teams across the country. Our whole Retirement + Wealth Division is proud of the progress that we have made and the lives that we have been able to change through thoughtful retirement plan advice. These six teams highlighted in the NAPA TOP DC Advisor Teams List are great examples of what OneDigital is all about. We are so honored to be a part of such a prestigious group.”
— Vince Morris, President, OneDigital Retirement + Wealth
This year’s NAPA list saw a record number of teams. With nearly 2,000 advisors representing close to $2 trillion in AUM. For OneDigital to be recognized by NAPA and have six teams awarded to this top list is an outstanding achievement and certainly something to build upon. As OneDigital continues to grow in the Retirement and Wealth space, this will be a stepping stone and inspiration for more of our teams to be named in the future.
The full NAPA TOP DC Advisor Teams List can be found here.
Want to read more on OneDigital? Check out this recent article: OneDigital Retirement and Wealth Leader on Rotation in Wealth Management.
Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.
About OneDigital
OneDigital delivers strategic advisory consulting and technology-forward solutions to more than 85,000 employers across the nation. As employee health care, wellness and workplace benefits continue to converge, businesses of all sizes have relied on OneDigital’s exceptional advisory teams for counsel in employee benefits, wellbeing, human resources, pharmacy consulting, property and casualty solutions, as well as the retirement and wealth management services provided through OneDigital Investment Advisors. OneDigital’s commitment to technology and innovation enables its 2,800 advisors to deliver the most modern and intuitive customer experience anywhere in the industry.
OneDigital has been named as a Best Place to Work in Insurance by Business Insurance. For more information, visit www.onedigital.com.
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.