Regions Institutional Services Named to NAPA Top Defined Contribution Advisor Teams List
Regions Financial’s Institutional Services division was named to the National Association of Plan Advisors’ (NAPA) Top Defined Contribution Advisor Teams list for the first time. The recognition highlights the division’s growth in providing 401(k) advisory and fiduciary solutions, supported by a team of 67 professionals managing nearly 400 employer-sponsored plans.
Key figures
- Atms
- 1750
- Team size
- 67
- Banking offices
- 1200
- Total bank assets
- $161 billion
- Assets under advisement
- $100 million
- Employer sponsored plans
- 400
- Relationship consultants
- 26
- Retirement advisory experience years
- 50
AI analysis
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