Newtown, PA – Johnson Kendall & Johnson (JKJ) has once again been named to the National Association of Plan Advisors (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams. JKJ, credited as the inventor of the 401(k), has made this esteemed list every year since NAPA began publishing it several years ago.
“As a repeated refrain each time we have been honored to have earned a spot onto this list, we are once again excited, proud, and humbled to have been named to NAPA’s Top DC Advisor Teams,” said Ben Hall, JKJ Retirement Services Vice President. “Our team at JKJ has remained doggedly committed to our clients throughout the COVID pandemic. As I have said in the past, we could not have accomplished our past, current, and future successes without the support & partnership of the others who we also consider a part of our team: namely our clients & their professional advisors & practitioners.”
“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, the nation’s leading online resource for retirement plan advisors. “This latest chapter – the NAPA Top DC Advisor Teams, ranked by self-reported DC assets under advisement – presents a compelling case for the positive impact on the nation’s private retirement system”.
Despite the market turmoil in 2022, the record number (362) of teams on this year’s list continue to guide nearly $2 trillion in defined contribution plan assets belonging to more than 56,000 plans covering more than 23 million participants. Located in 41 states and the District of Columbia, each team listed operates out of a single physical location, and has more than $100 million in Assets Under Advisement, based on self-reported AUA as of Dec. 31, 2022. “As the nation’s leading voice for retirement plan advisors, we are once again pleased to highlight the contributions and commitment of these teams,” noted Adams.
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 here.
Johnson, Kendall & Johnson (JKJ), located in Newtown, PA, is a partnership-minded consulting & brokerage firm with business-to-business practice areas for employer-provided retirement benefit plans, employee health & welfare programs, and commercial property & casualty risk management. Furthermore, JKJ also operates a private client group serving the needs of individuals & households.
Having operated continuously for over 65 years, JKJ is credited with having conceived & installed the first 401(k) program ever put in place in 1981 (at that time branded as “The Johnson Companies”).
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 napa-net.org.
Securities Regulatory Disclosures
Securities & investment advisory services offered through M Holdings Securities Inc. a registered broker / dealer and investment advisor, member FINRA/SIPC.
The JKJ companies are independently owned & operated.
Check the background of this firm and/or investment professional on FINRA’s BrokerCheck.
For important information related to M Securities, refer to the M Securities’ Client Relationship
Summary [Form CRS] by navigating to https://mfin.com/m-securities.