[April 3, 2024] – RSG Advisory proudly announces the inclusion of its outstanding Advisory team in two esteemed rankings of top retirement plan advisors for 2024. This momentous recognition from both the NAPA Top DC Advisor Teams and the PLANADVISER Top Retirement Plan Advisers lists fills us with immense gratitude and pride, reflecting our unwavering commitment to excellence in the field of retirement planning.
The 2024 NAPA Top DC Advisor Teams list, released by the National Association of Plan Advisors (NAPA), features a record-breaking 452 teams nationwide guiding nearly $2 trillion in defined contribution plan assets belonging to almost 47,000 plans covering more than 21 million participants. Each team listed on this prestigious roster has assets under advisement (AUA) exceeding $100 million, exemplifying their profound impact on the nation’s private retirement system. RSG Advisory currently manages over $1.2B in plan assets under advisement, serving 227 qualified plan clients, primarily serving small and medium sized businesses (the SMB market). This is RSG Advisory’s seventh consecutive year making the list.
Meanwhile, the 2024 PLANADVISER Top Retirement Plan Advisers list, unveiled by PLANADVISER, showcases 263 top advisers in America recognized for their exceptional service across various types of retirement plans. These advisers meet stringent quantitative criteria, including a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. Additionally, special focus is acknowledged for advisers catering to specific plan types, such as 401(k), 403(b), 457, nonqualified, and others.
Among the distinguished professionals acknowledged in these rankings is Steve Scott from RSG Advisory. Steve’s expertise and dedication has earned him this recognition on behalf of the entire team, who are committed to providing comprehensive retirement planning solutions.
At RSG Advisory, we are deeply grateful for the trust placed in us by our clients and partners, which has enabled us to achieve this remarkable recognition. We extend our heartfelt appreciation to each member of our team for their dedication, innovative thinking, and tireless commitment to our clients’ success. Their passion and expertise are the driving force behind our continued growth and success.
“It is an honor for me personally and the whole team to be recognized as a top retirement plan advisor in the country. A core belief at RSG is that these 401(k) monies matter and that people should work with specialists who focus and truly are committed to this space. It is gratifying when we get recognition that suggests we are what we preach.,” says Steve Scott, Managing Partner at RSG Advisory.
Scott Emering, Partner at RSG Advisory adds, ““On behalf of RSG, I want to extend my gratitude to our entire team of talented consultants whose hard work and dedication to our specialist model makes this award possible. And of course, our clients who trust us to deliver that expertise to make their retirement plan a meaningful benefit to their employees”
The complete lists can be found online at the following links:
RSG Advisory extends its congratulations to all the teams and advisers honored in these prestigious rankings. Their dedication and hard work are not only transforming the retirement planning landscape but also shaping a brighter, more secure future for millions of Americans. RSG Advisory is proud to be part of such a dynamic and impactful community of professionals.