Rockland Trust Investment Management Group is pleased to announce that its retirement plan services team, led by Sean McGarry, AIF®, First Vice President, Retirement Plan Services Manager has been named to the National Association of Plan Advisors’ (NAPA) 2021 Top Defined Contribution (DC) Advisor Teams. The list recognizes the nation’s leading teams with assets under advisement (AUA) over $100 Million, ranked by self-reported DC assets under advisement. We are very excited about this recognition and are committed to helping to build a more financially secure retirement for our clients.
Sean and his team are responsible for client service and management of all pension and retirement plans, as well as helping employers meet their fiduciary responsibilities. Additionally, the team provides financial education to business owners and their employees, helping them to understand their retirement plan options and set and achieve their retirement plan goals. The team holds several designations including Accredited Investment Fiduciary® (AIF®), CERTIFIED FINANCIAL PLANNER™ professional, and Chartered Retirement Planning Counselor.
To review the complete list of Top DC Advisor Teams click here.
Established in 2017, nominees had to be individual advisor team/offices with a defined contribution book of business. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate.