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Dog Bites and Homeowners Insurance Finding the Balance Retirement and Quality of Life Behavioral Finance

"8 in 10 workers expect their workplace retirement savings plan will be a source of income in retirement"

2019 EBRI Retirement Confidence Survey

How is your plan helping prepare for future income?

 


RPCG was listed as a NAPA Top DC Advisor Team for 2020.

NAPA Top DC Advisor Firms (2020):  The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association.  Established in 2017, nominees had to be individual advisor team/offices with a defined contribution book of business.  To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement (minimum of 100 million AUA).  Ranked by assets under advisement, self-reported by advisor firm/teams as of 12/31/2020.  AUA numbers reported for Retirement Plan Consulting Group include only those plans where the record keepers reported data to Raymond James.  In 2020, there were approximately 305 submissions, and 300 were named to the list.  This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of an individual client's experience. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this ranking. Raymond James is not affiliated with National Association of Plan Advisors (NAPA).

 

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