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Beltz Ianni & Associates Makes List of NAPA Top DC Advisors for 2022

Wed, Mar 29th 2023 10:00 am

Beltz Ianni & Associates Makes List of Top DC Advisor Teams

Beltz Ianni & Associates is pleased to be named a NAPA Top DC Advisor Team for 2022.

The National Association of Plan Advisors (“NAPA”) has published its list of the nation’s top defined contribution (DC) Advisor Teams and includes the Retirement Plan Services Team at Beltz Ianni & Associates.

Unlike other lists, this focuses on individual firms, or what may, in a wirehouse environment, be referred to as a team, or office, and selected solely on the assets under advisement related to their Defined Contribution (DC) practice, specifically in a single physical location, as reported directly by nominees.

“Since their inception, NAPA’s various industry lists have been a valuable Who’s Who of who matters in the world of retirement plans and retirement plan advisors,” noted Nevin Adams, Chief Content Officer of the American Retirement Association, and Editor-in-Chief of NAPA-Net, and notes, "As the nation's leading voice for retirement plan advisors, we are once again pleased to highlight the contributions and commitment of these teams.”

The list of NAPA’s Top DC Advisor Teams, which will be published in the Summer issue of NAPA Net, the Magazine, is available online at https://www.napa-net.org/top-dc-advisor-teams-2022.

About the National Association of Plan Advisors

The National Association of Plan Advisors 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 www.napa-net.org

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 www.beltz-ianni.com or [email protected].

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor,
Member FINRA/SIPC. Beltz Ianni & Associates and LPL Financial are separate entities.

For more information, contact:
Tanya M. Silivestro
Client Services Manager
[email protected]                                                                                                                   (585) 340-5219