KerberRose Named to List of Nation's Top DC Advisor Teams, Third Consecutive Year
KerberRose has been named to the National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams with Assets under Advisement over $100 Million. This is KerberRose’s third consecutive year receiving this honor.
NAPA’s numerous prestigious lists have become known as the nation’s leading voice for retirement plan advisors and an indicator of reputable firms and advisors in the retirement plan industry.
Nevin Adams, 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, spoke highly of this year’s NAPA Top DC Adviser Teams, remarking, “This latest chapter [of NAPA Top DC Adviser Teams]…presents a compelling case for the positive impact on the nation’s private retirement system.”
This year’s list features a record number of advisor teams (362) overseeing nearly $2 trillion in DC plan assets for more than 56,000 plans, covering more than 23 million participants. Among these advisor teams is KerberRose Retirement Plan Services.
Tony Powers, AIF®, CFP®, CRPS®, Shareholder and President of KerberRose Wealth Management, shared the following praise about his team, “We are grateful to be recognized on this list among some of the country’s greatest retirement plan adviser teams. Our retirement team is deeply appreciative of the trust that our esteemed clients place in us. KerberRose advisers are fully committed to their fiduciary responsibility and it feels very rewarding to see our hard work and dedicated service yielding excellent outcomes for our clients.”
The list of NAPA’s Top DC Advisor Teams is available online at https://www.napa-net.org/top-dc-advisor-teams-2022, and will be published in the Spring issue of NAPA Net, the Magazine.
About KerberRose
KerberRose is a certified public accounting firm specializing in accounting, tax, audit, wealth management, payroll, business strategy and human resource consulting, and technology services. KerberRose was listed on Inside Public Accounting’s Top 200 Firms in 2021. With more than 200 professional staff members and offices in Antigo, Appleton, Clintonville, Green Bay, Oshkosh, Rhinelander, Shawano, Sister Bay, Stevens Point, Wausau, Wisconsin Rapids, and Marquette, MI; KerberRose is a trusted business advisor, combining the expertise of a leading regional firm with the convenience, familiarity and passion of a local provider. More information about KerberRose is available at www.kerberrose.com.
About 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.