*The “Top DC Advisor Teams” list is created and conducted by National Association of Plan Advisors (NAPA), an affiliate organization of the American Retirement Association. NAPA has included Mayflower Advisors on its national list all years since its inception: 2017, 2018, 2019 and 2020. Nominees to NAPA’s national ranking must be individual advisor team/offices with a defined contribution (DC) book of business, in a single physical location. For consideration, firms submit self-reported responses, notably DC assets under advisement (AUA), with AUA threshold of $100 million. In 2020, 305 submissions were received and 300 were selected (98%). In 2019, 282 submissions were received; 265 were selected (94%). In 2018, 279 submissions were received; 257 were selected (92%). In 2017, 300 submissions were received; 275 were selected (92%). This recognition evaluates neither client experience nor previous investment performance and is not indicative of future performance. Mayflower Advisors does not pay a fee to participate. The full list of NAPA’s 2020 Top DC Advisor Teams is available at https://www.napa-net.org/news-info/daily-news/announcing-napa-top-dc-advisor-teams.
All information contained herein is informational in nature and not intended as individualized financial, legal or tax advice. Wealth management and financial planning decisions are complex and fluid and should be structured around each client’s unique situation and needs. Parties should carefully consider all related benefits, risks and costs and speak to their trusted advisors before making any significant decisions.