Company News | Mar 11, 2020
DBR Fiduciary Plan Solutions Recognized as One of the Nation's Top 100 Retirement Plan Advisors
DBR & CO is pleased to announce that our retirement planning division, DBR Fiduciary Plan Solutions has been recognized as a Top 100 Retirement Plan Advisor by PLANADVISER Magazine. We are one of the region’s largest independent advisory firms operating as a fiduciary for our clients.
Each year, PLANADVISER Magazine recognizes the top quantitative standouts from their Retirement Plan Adviser Survey with the Top 100 Retirement Plan Advisers awards. Top 100 designees are named according to the dollar value of qualified plan assets under advisement, as well as the number of plans under advisement.
To become eligible for this quantitative listing, advisers must complete the annual PLANADVISER Retirement Plan Adviser Survey, fielded each September. Respondents are divided into categories for evaluation, defined by the number of advisers, plus support staff, in the practice.
DBR Fiduciary Plan Solutions Managing Director, Rick Applegate, said “Confirmation by PLAN ADVISER Magazine that DBR Fiduciary Plan Solutions has been recognized as one of the nation’s Top 100 Retirement Plan Advisors for 2020 serves to further support the selection our clients made of our firm as their company’s retirement plan advisor and for that, we are very proud and appreciative.”
About DBR Fiduciary Plan Solutions
Working with company retirement plans, DBR Fiduciary Plan Solutions advisors have the
background, credentials and experience to ensure compliance of fiduciary responsibilities,
support for participants and improved plan outcomes; i.e. retirement readiness.
We are contracted as a co-fiduciary to many closely held businesses, multinational corporations and non-profit organizations offering 401(k) profit sharing plans or 403(b) plans.
Our expertise and experience provide retirement plan sponsors with fiduciary guidance on
comprehensive plan governance (e.g., investments, administration, service providers and
documentation) that is aligned with industry best practice standards.
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