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View More Press Releases by National Association of Plan Advisors [NAPA]

Press Release

NAPA Announces the Retirement Industry's Top 10 DC Wholesalers

Issued by National Association of Plan Advisors [NAPA]

Sept. 18, 2018

ARLINGTON, VA (Sept. 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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View More Press Releases by National Association of Plan Advisors [NAPA]


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