Horizon Named to List of Nation’s Top DC Advisor Teams

ARLINGTON, Va.— Horizon Financial Group has been named to the National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams with Assets under Advisement of $100 Million.

Unlike other lists, this focuses on individual firms, or what may, in a wirehouse environment, be referred to as a team, or office, and the assets under advisement related to their defined contribution (DC) practice, specifically in a single physical location. The inaugural list was published in 2017.  

Horizon Financial Group, located in Baton Rouge, LA, serves as advisors on over 95 company retirement plans, representing some $365 million in plan assets. Advisors Andy Bush, Bill Bush and John Lensing head up the Retirement Plans Team at Horizon. Horizon Financial Group has appeared on the NAPA Top DC Advisor Teams every year since the list’s inception in 2017.

“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 features a record number of teams (452)—which oversees nearly $2 trillion in defined contribution plan assets belonging to more than 47,000 plans covering nearly 21 million participants. This year’s teams represented 43 states and the District of Columbia.

Sullivan added, “As the nation’s voice for retirement plan advisors, we are once again pleased 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/napa-top-dc-advisor-teams-2024.

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.

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The NAPA Top DC Advisor Teams list highlights the nation's leading retirement plan advisor firms. This list focuses on teams, broadly defined as being in a single physical location, and having at least $100 million in DC assets under advisement. It is based on self-reported assets under advisement as of December 31, 2023, unless otherwise noted. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser.  Cetera is under separate ownership from any other named entity. Horizon Financial Group, 15015 Jamestown Blvd., Suite 100, Baton Rouge, LA 70810

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