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 published its inaugural list in 2017.
“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 committed to being dogged advocates for our clients & their employees. As in prior years, 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 represent the best of what the retirement plan industry has to offer, setting the bar higher for financial professionals and plan advisors specifically,” said John Sullivan, 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. “The NAPA Top DC Advisor Teams are ranked by self-reported DC assets under advisement and highlight the positive impact they’re making on the nation’s private retirement system.”
This year’s list featured 431 teams representing 43 stats and the District of Columbia. Sullivavan added, “As the nation’s voice for retirement plan advisors, we are once again please to highlight the contributions and commitment of these teams.”
The list of NAPA’s Top DC Advisor Teams, which will be published in the Spring issue of NAPA Net, the Magazine, is available online at https://www.napa-net.org/industry-content/accolades-home/napa-accolades-topdcadvisor-teams/napa-topdcadvisorteams—2025/.
About JKJ
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 60 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.
2025 NAPA Top DC Advisor Teams, created by NAPA. Presented in March 2025 for the previous year. All NAPA members with over $100 million in defined contribution assets under advisement made the list. 417 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.
Securities Regulatory Disclosures
Securities and Investment Advisory Services offered through M Holdings Securities, Inc. a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. Investment Advisory Services Offered Through LRI Investments, LLC, a Registered Investment Adviser. M Holdings Securities, Inc. and LRI Investments, LLC are unaffiliated separate legal entities.
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.
For important information related to LRI Investments, LLC, refer to the LRI Investments, LLC Client Relationship Summary (Form CRS) by navigating to https://jkj.com/our-services/retirement-services/. File #4353155
