Arvest is pleased to announce that the Arvest Wealth Management Retirement Plan Consulting team has been named to the 2024 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.
The accolade is based on the previous calendar year’s numbers, and this is the third year in a row Arvest Wealth Management’s Retirement Plan Consulting team has received this award. Unlike other lists, this focuses on individual firms, teams, and offices and the assets under advisement related to their DC practice in a single physical location.
“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 oversee 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.
“We’re proud to represent Arkansas on this list for the third consecutive year,” said Asa Cottrell, president and CEO for Arvest Wealth Management. “Our Retirement Plan Consulting team is a group of dedicated, driven Arvest associates who care for their clients and continue to make an impact on the industry year after year.”
The list of NAPA’s Top DC Advisor Teams, which will be published in the spring issue of NAPA Net, the Magazine, is available online.
Investment products and services provided by Arvest Investments, Inc., doing business as Arvest Wealth Management, member FINRA/SIPC, an SEC registered investment adviser and a subsidiary of Arvest Bank. Insurance products made available through Arvest Insurance, Inc., which is registered as an insurance agency. Insurance products are marketed through Arvest Insurance, Inc., but are underwritten by unaffiliated insurance companies. Trust services provided by Arvest Bank.