National Association of Plan Advisors转发了
Another helping? You butter believe it. #HappyThanskgiving!
National Association of Plan Advisors
金融服务
Arlington，Virginia 4,263 位关注者
An affiliate organization of the American Retirement Association,
关于我们
The National Association of Plan Advisors, an affiliate organization of the American Retirement Association, was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors.
- 网站
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https://napa-net.org/
National Association of Plan Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 201-500 人
- 总部
- Arlington，Virginia
- 类型
- 非营利机构
地点
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主要
获取路线
4401 N Fairfax Dr
US，Virginia，Arlington，22203
National Association of Plan Advisors员工
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Keith Gredys, JD, CPFA, AIF
Chairman/CEO The Kidder Company/Fuerza Financial, Inc. and Ask Kidder group of companies
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Scott Rivard, CPFA?
Working with employers and educating their workforce in preparation for their retirement is a challenge I enjoy and an opportunity I welcome ◆…
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Veronica Bray
I benchmark your retirement plan since the DOL expects you to do this every 3-5 years. Your resource for your Retirement Plan Service Provider…
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Corby Dall
Retirement Plan Consultant at OneDigital / Past President, National Association of Plan Advisors
动态
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??Happy Thanksgiving, #NAPANation! Enjoy $100 off your 2025 #NAPA401kSummit registration. Book now: https://ow.ly/WQ0T50Uf3JV #TheAdvisorExperience #RetirementPlanning
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??BLACK FRIDAY ALERT! Save $100 on 2025 #NAPA401kSummit registration! Join us April 28-30 at the stunning Fontainebleau Las Vegas. The limited-time offer ends Friday! Sign up now: https://ow.ly/38L850Uf3ou #RetirementIndustry #BlackFridayDeals #TheAdvisorExperience
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National Association of Plan Advisors转发了
?? Final call for our early bird discount! Today is your last chance to secure your spot at the Women in Retirement Conference in Austin, TX, Jan 8-10, 2025. ?? ?? Elevate your expertise, expand your network, and join inspiring sessions. Register now: https://ow.ly/W7KX50UgHFn #WiRC #LetsWiRC #RetirementPlanning #WomenInFinance #FinancialWellness
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A federal court has revived an excessive fee suit against Parker-Hannifin’s 401(k) plan, focusing on fund retention and cost concerns. The decision may signal broader scrutiny for fiduciaries. Read More: https://ow.ly/wIlJ50UgPwN #ERISA #RetirementPlans #FiduciaryDuties #401kCompliance
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Help your defined benefit clients discover the power of pension risk transfer strategies and how they can save cost and shift risk from their balance sheet. Learn how the right transfer methods for each plan can help you guide clients toward smoother transitions and potential terminations. Register: https://ow.ly/cLUQ50UcgO6 Speaker: Mike Devlin #NAPA401kSummit #TheAdvisorExperience #DefinedBenefit
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National Association of Plan Advisors转发了
? Tomorrow is the LAST day for early bird registration for the Women in Retirement Conference! Don’t miss your chance to save while securing your spot. Join us Jan 8-10, 2025, in Austin, TX! Register now ?? https://ow.ly/mbvO50U0Bap #WiRC #LetsWiRC #RetirementPlanning #WomenInFinance #FinancialWellness
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The U.S. Securities and Exchange Commission secured $8.2B in remedies in FY 2024—a record-breaking year despite a 26% drop in enforcement actions. Key focus areas included AI, crypto scams, cybersecurity, and compliance with marketing rules. Learn More: https://ow.ly/YMTr50UfU76 #Cybersecurity #AI #SEC
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According to Plan Sponsor Council of America's latest survey, nonprofits are enhancing 403(b) plans with SECURE 2.0 provisions, auto-enrollment, and Roth options, but financial education gaps remain. With only 1/4 offering wellness programs & 1/3 providing advisor counseling, there’s room to grow. Learn more: https://ow.ly/C71s50UcQll #Nonprofit #FinancialWellness #403bPlans
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Whether you’re working with startups, large-scale plans or everything in-between, this panel of seasoned experts will show you how to confidently communicate your value and discover ways to maximize profitability and drive sustainable growth. Learn how to unlock the secrets to setting competitive rates that truly reflect your expertise. Don’t miss out: https://ow.ly/ctr450UbNik #NAPA401kSummit #TheAdvisorExperience ???Veronica Bray, Andrea L. Donaldson, CPFA?, AIF?, Kristina Keck, Antonio Kitt, CFP?
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