LAKE OSWEGO, OR., MARCH 29, 2022 – Aldrich Wealth is pleased to announce that our Corporate Retirement Plans team has been named a Top Defined Contribution (DC) Advisor Team by the National Association of Plan Advisors (NAPA). This recognition highlights the nations’ leading retirement plan advisor firms and focuses on teams with at least $100 million in assets under advisement (AUA) as of December 31, 2021. Aldrich Wealth is one of only four firms based in Oregon included in the list and was previously named a Top DC advisor team in 2017, 2019, and 2020.
NAPA members are an integral part of building a more financially secure retirement for millions of Americans and Aldrich Wealth is proud to be a part of this community.
“Our focus has been and continues to be solely on corporate retirement plans. This is what we do. Our accolades drive us to refine our processes to ensure we provide our clients with the highest level of service and I am so proud of all of our accomplishments as a team.,” says Heather Wonderly, Partner and Director of Corporate Retirement Plans.
View the entire list of recognition here.
About Aldrich Wealth
Aldrich Wealth is part of the Aldrich Group of Companies including Top 100 Accounting Firm, Aldrich CPAs + Advisors, Aldrich Benefits, Aldrich Retirement Services, Aldrich Technology and Aldrich Business Transitions. The Aldrich Group is recognized as one of the Top 10 Best of the Best Accounting Firms by Inside Public Accounting, Best Places to Work, and Healthiest Employer. We serve clients with deep industry expertise in construction, manufacturing, real estate, healthcare, nonprofit, telecommunications, utilities, professional services, food processing, agribusiness as well as a variety of privately held companies and individual clients.
About the National Association of Plan Advisors
The National Association of Plan Advisors (NAPA) was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. NAPA is part of the American Retirement Association, based in the Washington, D.C. area. More information about NAPA is available at napa-net.org.