Our Awards

NAPA Top DC Advisor Teams - 2017, 2018, and 2019

The NAPA Top DC Advisor Team list highlights the nation’s leading retirement plan advisor firms. Sure, we know it’s not just about the numbers – but the reality is that NAPA members are having a huge impact every single day, not just on the quality of retirement plan advice, but also in building a more financially secure retirement for millions of Americans. 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 the following dates unless otherwise noted.

Summit Group Retirement Planners, Inc. has been recognized as a NAPA Top DC Advisor Team for 2017, 2018, and 2019.

December 31, 2017

December 31, 2018

December 31, 2019

Top 100 Retirement Plan Advisors Under 40 

Established in 2014, this list - officially the NAPA Top Retirement Plan Advisors Under 40 (unofficially, our “young guns”) – this year has been rebranded as “Aces” - is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners.  Those applications are vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. These “Aces “are widely seen as the future leaders of the retirement plan advisor industry.

Derek Fiorenza has been recognized as a Top 100 Retirement Plan Advisor Under 40 for the following years: 2015, 2017, 2018, 2019, and 2020.

NAPA "Young Guns" 2015: Top 100 Retirement Plan Advisors Under 40

NAPA "Young Guns" 2017: Top 100 Retirement Plan Advisors Under 40

NAPA "Young Guns" 2018: Top 100 Retirement Plan Advisors Under 40

NAPA "Young Guns" 2019: Top 100 Retirement Plan Advisors Under 40

NAPA "ACE" 2020: Top 100 Retirement Plan Advisors Under 40