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NAPA Announces the Retirement Industry's Top 10 DC Wholesalers


ARLINGTON, VA, September 18, 2018 -- The National Association of Plan Advisors (NAPA) is pleased to announce the Top 10 Defined Contribution (DC) Wholesalers, as selected by the nation's leading retirement plan advisors.

The Top 10 DC Wholesalers were drawn from the list of Top 100 DC Wholesalers, based on votes cast by several thousand advisors from a list of more than 500 wholesalers nominated by NAPA Firm Partner recordkeepers and Defined Contribution Investment Only (DCIO) providers.

"We call them "Wingmen" because if they are doing their job, they have the advisor's back in terms of information, tools, and support," explained Nevin Adams, Chief Content Officer at the American Retirement Association, and Editor-in-Chief of NAPA-Net, the publication that sponsors the award.

With an estimated 1400 record keeping and DCIO external wholesalers working directly with advisors, this Wingmen list represents the top 7 percent of the industry.

The 2018 Top 10 DC Recordkeeper Wholesalers are:

Michael Moschetta  CUNA Mutual Retirement Solutions
Dennis Beaudet  John Hancock RPS
Bradford Boney  John Hancock RPS
Bob Sternfeld  John Hancock RPS
Scott Ward  John Hancock RPS
Dan Zibaitis  John Hancock RPS
Travis Gavinski  Lincoln Financial
Donny Sheinwald  Lincoln Financial
Doug Allen  Nationwide
Mike Palace  T. Rowe Price

The 2018 Top 100 DC DCIO Wholesalers are:

Chris Bilello Amundi Pioneer
Todd Matlack Invesco
Ryan Fay John Hancock Inv.
John Kutz Legg Mason
Keith Neal MFS Investment Management
Matt Kasa Nuveen
Greg Koleno Nuveen
Aaron Hassinger PIMCO
Eric Milano T. Rowe Price
Val Ferrara Wilmington Trust

These lists are available at: https://www.napa-net.org/industry-lists/top-wholesalers/

The NAPA Top 100 DC Wholesalers and NAPA Top 10 DC Wholesalers will be featured in the fall issue of NAPA Net the magazine.

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.

More information about NAPA is available at www.napa-net.org.


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