company awards + accolades: 

1b. NAPA Top DC Advisor Multi-Office Firms (2018-2022,2024-2026): This award is based on self-reported defined contribution (DC) assets under advisement (AUA). Firms listed must have more than one office/physical location to be included and had to have in excess of $1 billion in DC assets under advisement. We appreciate the commitment and hard work of the firms that have been acknowledged and are proud to have the opportunity to honor them with this award.

2b. NAPA TOP DC Advisor Teams (2025)(Minnesota, Kansas City, Lone Star): The NAPA Top DC Advisor Team list highlights the nation’s leading retirement plan advisor firms. Unlike other lists, this focuses on teams, broadly defined as being in a single physical location, and having at least $100 million in DC assets under advisement. It is based on self-reported assets under advisement as of December 31, 2024, unless otherwise noted.

3b. Pension & Investments Best Places to Work in Money Management (2020,2022-2023,2025): A business or public organization responsible for managing investible assets of an institutional investor (including pension funds, endowments, foundations, sovereign wealth funds or high-net worth individuals each with a minimum of $100 million in investible assets) are eligible to participate. This includes internal or external managers of traditional and alternative assets, and managers of managers. The definition of professional money manager would include all money managers, investment consultants and financial planners regulated by the SEC in the U.S. as “investment advisers” under the U.S. Investment Advisers Act of 1940. It would also include any firms required to file Form 13 F or Form ADV with the SEC as well as firms that are compensated for their work based on a percentage of assets under management, assets under advisement or assets in custody. It also includes general partners that provide investment advice to limited partners with respect to partnership assets. According to the SEC, in the case of a bank, when such services or actions are performed through a separately identifiable department or division, the department or division, and not the bank itself, is deemed to be the investment adviser. The term “separately identifiable department or division” is defined in section 202(a)(26) of the Investment Advisers Act.

4b. Pension & Investments Special Projects Client Campaign, Eddy Award (2022,2023): Showcase special investment education and communication programs. Entries can focus on one objective, such as trying to increase the employee deferral, educating participants to more broadly diversify their asset allocations, or bolstering employee financial wellness. Entries can be as simple as a single postcard or as complex as a multi-pronged campaign.

5b. Wealth Management Retirement Plan Support and Advisor Services (2022,2023): A new initiative, program, platform or industry content that facilitates retirement planning, preparation and funding through a service enhancement. Initiatives can include areas such as new programs, educational campaigns, integrations, ongoing campaigns, service integrations, etc. Criteria include both quantitative measures, such as specific feature set, usage, advisor survey scores, potential, scope, scale, etc., along with qualitative measures such as innovation, creativity, new methods of deployment, etc.

6b. Think Advisor Luminaries Awards, Finalist (2023,2025): Honors firms that have gone above and beyond in leading a firm that has introduced a new approach or framework to their segment of financial services, which address clients (or the broader market for advice) in a novel way via insights that can, ideally, be shown to have both a qualitative and quantitative impact – and can serve as a model of industry excellence and achievement. Examples include – but are not limited to – podcasts, webcasts, social media campaigns and white papers.

7b. GENIE Award (2019): The GENIE Awards recognize Plan Sponsors, Retirement Plan Advisors, and Plan Providers who have made a positive impact for Plan Participants or have improved plan outcomes with the creative and innovative usage of technology. The intellicents intellisteps robo financial plan is taking worksite financial wellness beyond education and coaching to truly ‘move the dial’ in the financial health of the American worker by providing a foundational financial plan for every employee.

8b. Telly Awards (2018): There is a two-year window of eligibility for the Telly competition. Work produced between January 1, 2017 and the entry deadline is eligible. Work must be either in the English Language or Subtitled into the English Language. All work must be accompanied by a video link able to be viewed by judges. Campaign or Series submission must have a minimum of (2) and a maximum of (5) pieces. Work entered must not have appeared on the national feed of one of the five major TV networks (NBC, ABC, CBS, FOX, or CW), but spots appearing on a local network affiliate are eligible. If you are entering Non-Broadcast film/video productions and non-network TV programs, you may enter the full program, or a 5- to 10-minute clip that is representative of the entire piece.