The Trust Company of Tennessee has again earned national recognition for its retirement plan services by the National Association of Plan Advisors (NAPA).
This year’s list of the Top Defined Contribution (DC) Advisor Multi-Office Firms represents more than $2 trillion in assets under advisement. Requirements are that companies have more than one office and exceed $1 billion in defined contribution assets under advisement as of Dec. 31, 2022. Defined contribution retirement plans are ones to which an employee, employer or both make regular contributions.
This is the fifth year that NAPA has released the Top DC Advisor Multi-Office Firms list, and The Trust Company of Tennessee has been the only Tennessee firm on the list each time. To view the list, visit napa-net.org/top-dc-advisor-multi-office-firms-2022.
“Our retirement plan services team provides clients with excellent service and guidance to assist them in building greater financial security in retirement,” The Trust Company of Tennessee President Daniel Carter said. “It’s a privilege to once again be recognized for such an integral part of our business.”
Founded in 1987 and with offices in Chattanooga, Knoxville and the Tri-Cities, The Trust Company of Tennessee currently has more than $4.5 billion under management. The firm helps individuals, families, business owners and nonprofits make better financial decisions through wealth management, personal investment strategy, corporate retirement plans, estate planning and personal trust services.
The firm offers monthly, no-cost Retirement Plan Academy sessions offering best practices and advice to retirement plan sponsors. To register for an upcoming live session and view archived topics on-demand, visit thetrust.com/rpa.