KerberRose has been named to the National Association of Plan Advisor’s (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams with assets under advisement of $100 million. Additionally, Shareholder, Tony Powers, AIF®,CFP®,CRPS®, has been named to the 2024 PLANADVISER Top Retirement Plan Advisers list.
2024 National Association of Plan Advisors (NAPA) Top DC Advisor Teams List
This list recognizes the nation’s leading retirement plan advisor firms, highlighting their impactful contributions to securing financial futures for millions of Americans. Unlike other rankings, NAPA’s focus on team efforts and specific criteria ensures a comprehensive evaluation of excellence. We're deeply grateful for our amazing clients and the dedication of our team members, whose hard work has made this achievement possible.
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. This year’s list features a record number of teams (452)—which oversees nearly
$2 trillion in defined contribution plan assets belonging to more than 47,000 plans covering nearly 21 million participants. This year’s teams represented 43 states and the District of Columbia.
Tony Powers, AIF, CFP, CRPS, Shareholder and President of KerberRose Wealth Management, shared the following praise about his team, “We are honored to stand among the elite retirement plan advisor teams in the nation. Our gratitude extends to our clients who have entrusted KerberRose’s retirement team with their financial future.”
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/napa-top-dc-advisor-teams-2024
2024 PLANADVISER Top Retirement Plan Advisers list
Tony qualified for this prestigious recognition and has been acknowledged for excellence within the following plans: Total Retirement Plans Under Advisement, Top 403(b) Plans, Top 457 Plans, and Top SIMPLE Plans. It’s no doubt that Tony’s expertise and unwavering dedication to client service have helped him earn this well-deserved honor.
The 2024 PLANADVISER Top Retirement Plan Advisers recognition is based solely on self-reported quantitative data about an adviser’s practice. To be included in this year’s list, advisers had to have a minimum of 50 plan clients or retirement plan assets under advisement of
$400 million or more, as of year-end 2023. After meeting the minimum plan or asset count, advisers are also highlighted if they meet the following criteria: 91% - 100% of clients that are 401(k) plan sponsors, or 10 or more 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE, or MEP/PEP plan clients. As this recognition is based solely on quantitative figures, there is no judging or subjective measurement, and it is not indicative of any adviser’s future performance. Neither advisory firms nor their employees pay a fee in exchange for this recognition.
The full list with all 263 awarded advisers can be found here https://bit.ly/3THs7pU.
We extend our congratulations to both KerberRose Wealth Management team members and our esteemed Shareholder, Tony Powers, AIF®, CFP®, CRPS®, for their outstanding achievements in the realm of retirement planning. Being named to the National Association of Plan Advisor’s (NAPA) list of the nation’s top defined contribution Advisor Teams with assets under advisement of $100 million is a testament to our team's dedication and expertise in guiding our clients toward a secure financial future.
Similarly, Tony Powers’ inclusion in the 2024 PLANADVISER Top Retirement Plan Advisers list underscores his unparalleled commitment to excellence and client service. These accolades not only reflect our past successes but also inspire us to continue striving for excellence in the years ahead. We are immensely proud of these accomplishments and remain deeply grateful for the trust and confidence our clients place in us. Let us continue this journey together, with a steadfast commitment to our fiduciary duty and the pursuit of excellence.
If you or your organization are seeking expert guidance in retirement planning or wealth management services, we invite you to connect with us at KerberRose Wealth Management. With a proven track record of excellence and a commitment to personalized client care, our team stands ready to assist you in navigating the complexities of financial planning with confidence and clarity. Reach out to us today to embark on a journey toward a secure and prosperous future.