09 May Kathmere Capital Recognized as a Top Defined Contribution Advisor Teams in 2022
We are proud to share that Kathmere Capital has recently been recognized on a list of Top DC Advisors by the National Association of Plan Advisors (NAPA). It’s an honor to be recognized among this group of elite advisory teams across the country. This recognition would not be possible without our hardworking team and the clients we are privileged to serve.
NAPA Top DC Advisor Teams criteria:
Established in 2017, nominees had to be individual advisor team/offices with a defined contribution book of business in a single physical location. 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 (100MM minimum). 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. No fee is charged.