Fiduciary Pension Partners Recognized As One of the Nation's Top DC Advisor Teams
Fiduciary Pension Partners recognized as one of the Nation's Top DC Advisor Teams
Westfield, NJ, March 20, 2024 – Rita Riccardi, Director of Retirement Plans, announced today that Fiduciary Pension Partners has been named one of the Nation's Top DC Advisor Teams by The National Association of Plan Advisors (NAPA) for the fourth year in a row. “Fiduciary Pension Partners is honored to receive national recognition for our efforts in helping clients achieve their organizational objectives and guiding plan participants toward their retirement aspirations. We are delighted that our team's commitment to client service has been acknowledged once more this year,” said Rita.
Fiduciary Pension Partners (FPP) is an independent retirement plan consulting firm comprised of a team of experienced professionals dedicated to delivering quality retirement plan solutions for plan sponsors. FPP has over $1 Billion in assets under advisement and works with over 100 plan sponsor clients and 30,000 employees. Steven Puckett, Managing Partner, stated “I am immensely proud of the significant progress achieved by the team members of Fiduciary Pension Partners over the past seven years in facilitating successful retirement programs for organizations that empower their employees to a successful retirement.” FPP offers a comprehensive range of retirement plan consulting services, such as advanced plan design, executive compensation programs, fiduciary investment services, plan governance, plan benchmarking, and participant financial wellness.
Despite all that happened in 2023, the record number of teams (452) on this year’s list continues to guide nearly $2 trillion in defined contribution plan assets belonging to almost 47,000 plans covering more than 21 million participants.
Each team listed must operate in a single physical location and have more than $100 million in assets under advisement, based on self-reported data as of December 31, 2023.
Since their inception, NAPA’s various industry lists have been a popular point of reference in the world of retirement plans and retirement plan advisors. This recognition—the NAPA Top DC Advisor Teams, is a compelling case for their impact on the nation’s private retirement system. FPP does not compensate NAPA for purposes of being included in the NAPA Top DC Advisor Teams listing. This list is available online at NAPA Top DC Advisor Teams - (2024).