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Beltz Ianni & Associates Named a NAPA Top DC Advisor for 2021

Mon, Mar 28th 2022 11:00 am

Beltz Ianni Named to List of Nation's Top DC Advisor Teams 

Beltz Ianni & Associates is pleased to be named a 2021 NAPA Top DC Advisor Team.

The National Association of Plan Advisors (“NAPA”) has published its list of the nation’s top 
defined contribution (DC) Advisor Teams for 2021 and includes the retirements’ plan services team 
at Beltz Ianni & Associates.

This years' list focuses on individual firms, or what may, in a wirehouse environment, be referred 
to as a team, or office, and the assets under advisement related to their defined contribution (DC) 
practice, specifically in a single physical location. 

According to Nevin Adams, Chief Content Officer of the American Retirement Association, and 
Editor-in-Chief of NAPA-Net, this year’s list features a record number of teams – which oversee nearly $2 trillion in defined contribution plan assets belonging to more than 56,000 plans covering nearly 28 million participants.

The list of NAPA’s Top DC Advisor Teams is available online at https://bit.ly/2021DCteams.

Selected based solely on defined contribution (DC) plan assets under advisement as reported 
directly by nominees.

About Beltz Ianni & Associates

Located in Rochester and serving Western New York since 2001, Beltz Ianni & Associates is a 
comprehensive financial services firm, focused on helping people as they prepare for and strive to 
maintain a successful retirement. In addition to managing the wealth concerns of employees through 
their retirement plan business services, Beltz Ianni & Associates provides retirement, insurance, 
and investment planning for individual clients. More information about Beltz Ianni & Associates can be found at http://www.beltz-ianni.com or [email protected].