Regions Institutional Services Named to NAPA Top Defined Contribution Advisor Teams List

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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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.

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