National Association of Plan Advisors

??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

?? 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

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

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

? 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

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

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

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?

Early Bird Extended! You now have until November 27th to secure your spot at the Women in Retirement Conference! Don’t miss inspiring sessions and networking in Austin, TX, Jan 8-10, 2025. Register today: https://lnkd.in/edK9Krga #WiRC #LetsWiRC

Great job, Gregg! Well done!