Deschutes is honored to be recognized by the National Association of Plan Advisors (NAPA) as one of the nation’s Top DC Advisor Teams for 2026. This recognition highlights advisor teams across the country making a meaningful impact in the defined contribution retirement plan space and reflects the dedication, experience, and client-focused service our team brings to this work every day.
This honor is especially meaningful because it reflects the collective effort of the professionals who serve retirement plan clients with care, insight, and a strong commitment to fiduciary excellence. At Deschutes, we believe retirement plan consulting is about more than helping manage a plan. It is about helping employers make informed decisions, supporting committees in fulfilling their responsibilities, and creating better retirement outcomes for the people who rely on these plans for their future.
We are proud to recognize the Deschutes team members whose work helped make this achievement possible:
Phil Sherman is known for his leadership in the retirement plan space and for his commitment to helping plan sponsors and participants navigate complex decisions with clarity and confidence. His thoughtful approach and dedication to education have helped strengthen our work with clients across a wide range of industries.
Tim Cooper brings meaningful expertise and a client-focused approach to the team, helping support retirement plan sponsors with thoughtful guidance and dependable service. His contribution reflects the professionalism and shared commitment that continue to strengthen Deschutes’ retirement plan consulting practice.
Jon Metz brings valuable experience and perspective to the team, helping clients evaluate plan strategy, fiduciary oversight, and long-term retirement plan effectiveness. His steady focus on client service and practical solutions is an important part of the value we deliver.
Jeffrey Lamb plays an important role in supporting plan sponsors with the insights and guidance they need to make sound decisions for their organizations and employees. His work reflects the collaborative and service-driven mindset that defines our retirement plan consulting team.
Tim Foley contributes to the team’s ability to serve clients with diligence, professionalism, and a strong understanding of the retirement plan landscape. His commitment to helping clients navigate important plan decisions is part of what makes this team’s work so impactful.
We are grateful to NAPA for this recognition and proud of the retirement plan consulting team at Deschutes for the work they continue to do on behalf of our clients. Most of all, we are thankful for the trust our clients place in us. We remain committed to delivering thoughtful retirement plan guidance, meaningful participant support, and the kind of long-term partnership that helps organizations and their employees move forward with confidence.
Contact our team for a free consultation if you would like to learn more about how we can help: info@deschutesinvestment.com
FAQ
What does it mean to be named a Top DC Advisor Team?
Being named a Top DC Advisor Team by the National Association of Plan Advisors (NAPA) is a national recognition for firms doing meaningful work in the defined contribution retirement plan space. The list highlights advisor teams with at least $100 million in defined contribution assets under advisement at a single physical location and recognizes their impact on retirement plan sponsors and America’s private retirement system.
Who is on the Deschutes retirement plan consulting team?
The Deschutes retirement plan consulting team members recognized in this honor are Phil Sherman, Jon Metz, Jeffrey Lamb, Tim Foley, and Tim Cooper. Together, they bring experience, fiduciary insight, and a client-focused approach to helping plan sponsors make informed decisions and support better retirement outcomes for participants.
How does Deschutes help defined contribution plan sponsors?
Deschutes helps defined contribution plan sponsors through retirement plan consulting, fiduciary guidance, plan benchmarking, investment oversight support, participant education, and strategic plan design consulting. Our team works closely with employers and committees to help them navigate responsibilities, improve plan effectiveness, and support the long-term financial well-being of their employees.
Why is fiduciary guidance important for retirement plans?
Fiduciary guidance is important because plan sponsors have a responsibility to act in the best interest of plan participants. Working with an experienced retirement plan consulting team can help organizations improve oversight, document processes, evaluate fees and investments, and make decisions with greater confidence and clarity.
What types of retirement plans does Deschutes support?
Deschutes supports a range of workplace retirement plans, including defined contribution plans such as 401(k), 403(b), 457, and other employer-sponsored retirement plans. The team works with plan sponsors to provide guidance tailored to the needs of their organization, employees, and long-term retirement goals.
Why was Deschutes recognized by NAPA?
Deschutes was recognized by NAPA because of the strength of its defined contribution retirement plan consulting practice and its commitment to serving plan sponsors and participants. The recognition reflects the team’s focus on fiduciary support, thoughtful plan guidance, and helping improve retirement outcomes through practical, client-centered service.