Say hello to PlanPort—the AI-powered "universal translator" for retirement plan documents. Developed by David Levine, this tool streamlines document review for advisors, TPAs, and recordkeepers. Ready to transform your workflow? https://ow.ly/LFIi50VcF08 #RetirementPlans #AI #TPA
National Association of Plan Advisors
金融服务
Arlington，Virginia 4,551 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, ERISA ADVISOR SEARCH
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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Kristen Deevy, C(k)P
401(k) Retirement Advisory & Fiduciary Support for Employers of all sizes/ Financial Wellness Coach to Employees/ Board Member & Public Speaker
动态
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National Association of Plan Advisors转发了
Ever wish you had someone to guide you through your career challenges? The THRIVE mentoring program connects you with seasoned professionals ready to share their wisdom and help you succeed. Don't miss this amazing opportunity! https://ow.ly/bzSk50VawA7 #MentorshipMatters #CareerAdvice #THRIVE
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There’s no substitute for peer-to-peer engagement! Join us for the Advisor Peer-to-Peer Session, where you'll have the chance to dive into a dynamic, moderated discussion on key topics impacting your business. Register Here: https://ow.ly/natP50VbkEZ #NAPA401kSummit #TheAdvisorExperience #401k #ERISA #RetirementPlanning #FinancialAdvisors
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A federal judge has revived a fiduciary breach suit against Clorox’s 401(k) plan over the use of forfeitures—calling it a "novel ERISA interpretation." What does this mean for plan sponsors? https://ow.ly/GMUj50VbOYU #ERISA #401k #FiduciaryDuty
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Betterment Advisor Solutions is launching an all-digital solo 401(k) for self-employed clients & advisors. With paperless setup, Roth & traditional options, and spouse participation, retirement planning just got easier. Learn more: https://ow.ly/Kzwf50VbPQs #401k #RetirementPlanning #FinancialPlanning
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National Association of Plan Advisors转发了
Passionate professional dedicated to cutting edge advisory practice(s). Unapologetically passionate about helping Businesses, the people within them, and the world around us.
????#NAPANation! ???? ?Are you ready... less than two months away ??#NAPASummit! ??April 28th - 30th 2025 LINK HERE TO REGISTER: https://lnkd.in/e7d39Anp #TheAdvisorExperience #RetirementAdvisors #401k #ERISA #RetirementPlanning #FinancialAdvisors American Retirement Association National Association of Plan Advisors Nevin Adams Deane Mayerhofer Deana C. Derek Fiorenza - CFP?, C(k)P?, CPFA?, AIF?, PPC? Apryl M. Pope, CFP?, CPFA?, CEPA? Allie Rivera, CFA, CFP? Janine Moore Lee V. Bethel, CLU,ChFC,REBC,RHU, CASL, AIF, CPFA, C(k)P Mark Thornton Stephen M. Welch, CRPC? CRPS? QPFC? FiWD Scott Boyd Corbin Larsen, CPA Craig McKenna Julianne Donatelli, C(k)P, CPFA Stephen Popper, AIFA?, CPFA, NQPA Renato Macedo Keith Gredys, JD, CPFA, AIF Renee Scherzer Jania Stout Jeffery Acheson, CPWA? CFP? CPFA? AIF?, CEPA? NQPA? CAPP? Lisa Buffington, AIF? CPFA? Lisa (Garcia) Drake, CPFA, AIF? Alicia Malcolm Douglas E. Bermudez, C(k)P?, CPFA, CFS? Erin Hall, MBA, AIF?, C(k)P?, CPFA, NQPA? Shannon Edwards Sheri Fitts Joey Santos-Jones Bonnie Treichel Alex Assaley, AIF? Erin Stewart, CMP Jean Duffy, AIFA?, CPFA?Deanna Bamford, CEBS Liz Ulrichson, CFP?, CPFA?, QKA?, NQPC? Catherine Ellis
The #NAPA401kSummit is the premier conference for retirement plan advisors, offering actionable, unbiased content crafted by and for advisors. From Capitol Hill insights to practical business strategies, the Summit provides everything you need to grow and manage your practice effectively. Check out the agenda and plan to join us next month in Las Vegas: https://bit.ly/3Y34jh0 #TheAdvisorExperience #401k #Finance #retirementplanning Devyn Duex, MBA, AIF?, C(k)P, CRPS, CPFA, NQPC Deane Mayerhofer
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?? Cash balance plans are on the rise—are you ready to tap into this growing market? Join us on April 3 at 1:00 p.m. ET for a deep dive into how these plans can enhance your service model and provide added value to plan sponsors. ?? Secure your spot today! https://ow.ly/BwIe50VbgFJ ???Andy Larson & Andrew Vargas Vila #401k #RetirementPlanning #FinancialAdvisors
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On the eve of trial, PPL Corporation plan participants reach an $8.2M deal over alleged mismanagement of Northern Trust Focus Funds. ERISA litigation continues to shape retirement plan oversight. Read more: https://ow.ly/pPS250Vb1YP #TDFs #ERISA #RetirementPlanning
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The #NAPA401kSummit is the premier conference for retirement plan advisors, offering actionable, unbiased content crafted by and for advisors. From Capitol Hill insights to practical business strategies, the Summit provides everything you need to grow and manage your practice effectively. Check out the agenda and plan to join us next month in Las Vegas: https://bit.ly/3Y34jh0 #TheAdvisorExperience #401k #Finance #retirementplanning Devyn Duex, MBA, AIF?, C(k)P, CRPS, CPFA, NQPC Deane Mayerhofer
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#ERISA consultants at the Retirement Learning Center Resource Desk regularly receive calls from #financialadvisors. A recent call with a financial advisor in Illinois is representative of a common question relating to repayment of #SocialSecurity benefits. Read More: https://ow.ly/28wc50Vb2UK
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