KerberRose Retirement Plan Services Named As One of Nation’s Top DC Advisor Teams
KerberRose Retirement Plan Services has been named to the prestigious 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.
Unlike other lists, this focuses on individual firms, or what may 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.
The inaugural list was published in 2017.
KerberRose Shareholder, Tony Powers, shared “We are deeply grateful to our plan sponsors for placing their trust in us to help manage their retirement plans. Their faith in our team allows us to support both them and their team members in navigating their retirement journey with confidence. Our continued success is built on their unwavering trust, and we are honored to be a part of their financial future.”
This year’s list featured 431 teams representing 43 states and the District of Columbia.
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 at https://www.napa-net.org/industry-content/accolades-home/napa-accolades-topdcadvisor-teams/napa-topdcadvisorteams---2025/.
About the National Association of Plan Advisors (NAPA)
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.
