Arvest Wealth Management’s retirement plan consulting group has been named to the National Association of Plan Advisors’ list of the nation’s top defined contribution (DC) Advisor Teams with assets under advisement of more than $100 million. The Arvest Wealth Management group delivers full-service consulting on all types of employer-sponsored retirement plans.
The list focuses on individual firms or broker-dealer teams and the assets under advisement related to their DC practice, specifically in a single physical location. Arvest Wealth Management is the only Arkansas firm listed and one of only six within the Arvest footprint.
“Our retirement plan consulting group has more than 215 years of combined experience and is dedicated to providing customized solutions for a company’s unique needs,” said Jim King, president and CEO of Arvest Wealth Management. “The team takes an unbiased, consultative approach in assessing each organization’s retirement program.
“This recognition is both humbling and a genuine tribute to the work our group does every day.”
This year’s list, which is featured in print and online versions of NAPA Net the Magazine, features a record number of teams, which oversee nearly $2 trillion in DC plan assets belonging to more than 56,000 plans covering nearly 28 million participants. The Arvest Wealth Management group consists of 10 associates and services approximately 225 plans – which have more than 14,000 participants – with about $730 million in assets.
“As the nation’s leading voice for retirement plan advisors, we are once again pleased to highlight the contributions and commitment of these teams,” said Nevin Adams, chief content officer of the American Retirement Association and editor-in-chief of NAPA Net the Magazine.