Regions Institutional Services Named to NAPA Top Defined Contribution Advisor Teams List
Recognition reinforces Regions Bank's work in providing 401(k) advisory solutions, fiduciary services and supporting the future of workplace retirement options.
Regions Bank on Thursday announced its Institutional Services division within Regions Wealth Management has been named to the National Association of Plan Advisors' (NAPA) Top Defined Contribution Advisor Teams list. This esteemed recognition is awarded to firms providing retirement plan advisory services, fiduciary oversight and 401(k) solutions.
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Regions Bank Institutional Services has been named to the National Association of Plan Advisors' Top Defined Contribution Advisor Teams list.
Further, this national recognition highlights Regions' continued growth in helping clients design, manage and optimize their employer-sponsored retirement plans.
About the NAPA Top DC Advisor Teams Recognition:
The NAPA Top DC Advisor Teams list recognizes firms with at least $100 million in defined contribution assets under advisement that demonstrate leadership in supporting the U.S. private retirement system. This year marks the first year Regions Institutional Services has been included in the list. The honor highlights Regions Bank's expanding impact on the retirement advisory space.
Leadership Perspective:
"Regions is a recognized leader in retirement services because of our extensive experience helping clients build and manage effective retirement plans," said Julz Burgess, head of Regions Institutional Services. "Our Institutional Services team combines specialized retirement plan experience with the capabilities of a regional bank to deliver comprehensive 401(k) advisory and fiduciary solutions to plan sponsors across the United States. Through a consultative approach, we listen first and tailor each plan to our clients' unique goals, enabling them to attract, retain, and support their employees while also supporting their long-term retirement outcomes. We are honored to receive this recognition from NAPA."
Why was Regions Institutional Services Selected?
Regions Institutional Services is a defined contribution advisor delivering integrated retirement plan administration, fiduciary guidance and participant-focused outcomes across the Southeast, Midwest, and Texas. Its legacy includes:
- 50 years of retirement advisory experience
- A team of 67 professionals, including 26 relationship consultants dedicated to delivering tailored solutions and strong attention to the client experience
- Services support nearly 400 employer-sponsored retirement plans
Core capabilities include:
- 401(k) plan design and implementation
- Fiduciary governance and compliance support
- Investment oversight and manager selection
- Retirement planning
- Participant engagement and financial wellness strategies
- Vendor search and performance evaluation
The team prioritizes delivering compliant, cost-effective and workforce-aligned retirement programs.
How does Regions Institutional Services Support Regions Bank's Growth Strategy?
Regions Institutional Services is central to Regions Bank's strategy to expand its institutional wealth management and retirement advisory platform, combining relationship-driven service with scalable capabilities and integrated financial solutions.
In addition to retirement services, Regions Institutional Services provides:
- Investment Management
- Corporate Trust and Escrow Services
- Trustee and Custody Services
- Philanthropic Solutions for nonprofit organizations
- Funeral and Cemetery Trust Solutions
Additional Information:
The full NAPA Top DC Advisor Teams list will appear in the summer issue of NAPA Net and is available online here.
About Regions Financial Corporation
Regions Financial Corporation (NYSE:RF), with $161 billion in assets, is a member of the S&P 500 Index and is one of the nation's largest full-service providers of consumer and commercial banking, wealth management, and mortgage products and services. Regions serves customers across the South, Midwest and Texas, and through its subsidiary, Regions Bank, operates more than 1,200 banking offices and more than 1,750 ATMs. Regions Bank is an Equal Housing Lender and Member FDIC. Additional information about Regions and its full line of products and services can be found at www.regions.com.
About the National Association of Plan Advisors (NAPA)
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.
The NAPA Top Defined Contribution Advisor Teams recognition is based on assets under advisement and other criteria established by NAPA. Inclusion in the list should not be construed as an endorsement of Regions Institutional Services and is not indicative of future performance.
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Media Contact:
Jennifer Elmore
Regions Bank
Regions News Online: regions.doingmoretoday.com
Regions Media Line: (205) 264-4551