Friday, March 21, 2014

TOP 75 Wholesalers in Defined Contribution

The cover story of the Spring issue of NAPA Net the Magazine highlights the Top 75 DC Wholesalers and what to expect in the future in our ever-changing, dynamic industry that, for better or worse, is getting tons of attention. We’re all going to be judged on participant outcomes — and wholesalers will play an integral part.  The list linked below.

Somehow or another, I'm proud to say that I made this list!  When broken down into the sub-category of Recordkeeping wholesalers, it is a Top 25 distinction.  Needless to say, I feel honored and grateful to anyone who felt strongly enough about my service to vote for me.

Thank you - Jason

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