National Association of Plan Advisors

OneDigital launches Impact Studio nationwide. This AI-powered platform transforms workforce strategy by integrating benefits, retirement, & HR data—boosting efficiency & cost savings. See how it’s shaping the future of workforce planning! https://ow.ly/4LNg50VpHOQ #WorkforceStrategy #AI #EmployeeBenefits

What do the best poker players and the best investors have in common? Liv Boeree shares insight into her session at the NAPA 401k Summit in Las Vegas next month. Registration closes soon. Check out the agenda and plan to join us: https://lnkd.in/ehXDKDTt ?? T. Rowe Price #NAPA401kSummit #TheAdvisorExperience #401k

?? Exciting Announcement: ERISA Fiduciary Services, Inc. & CEP Consultants, Inc. at the 2025 National Association of Plan Advisors 401(k) Summit! ?? We’re thrilled to be part of this prestigious event as exhibitors, and we want YOU to stop by our booth and connect! ?? Whether you're an advisor or industry professional, we have the expertise and services to elevate your retirement plan offerings. ERISA Fiduciary Services, Inc. provides comprehensive fiduciary protection and services with tailored solutions for today’s complex retirement plan needs. CEP Consultants, Inc. specializes in delivering custom solutions for both qualified and non-qualified retirement plans, offering expert TPA and full recordkeeping services. Plus, don’t miss Rickie Taylor, Director of Retirement Planning at CEP Consultants, Inc., who will be speaking on M&A, Cross Testing & Combo Plans, and Plan "Miss" Takes during 3 sessions! ?? Date: April 28-30 ?? Booth: 733 Don’t miss out on this chance to meet with top-tier experts in the industry, discover how we can help you optimize your retirement plan services, and learn the latest trends in fiduciary responsibilities, plan administration, and more! #Napa401kSummit #RetirementPlans #ERISA #FiduciaryServices #TPA #PlanTesting #Recordkeeping #RetirementPlanning #PlanMistakes #Networking #ProfessionalDevelopment #CEPConsultants #ERISAFiduciaryServices #316 #402a

Retirement is evolving—are you keeping up? ?? With 12M+ Americans retiring soon, advisors and employers must rethink their strategies. Join TIAA’s experts on April 17 at 2 p.m. ET for key insights on navigating the future of retirement. Register now: https://ow.ly/EUkn50Vopfb ?? Beverly Goodman, CFP?, Bret Hester & Jason Key, CFP? #RetirementPlanning #FinancialAdvisors

#ERISA consultants at the Retirement Learning Center Resource Desk regularly receive calls from #financialadvisors. A recent call with a financial advisor in Georgia is representative of a common question on the deadline for a sole proprietor to set up a #401k plan. Read more: https://ow.ly/Tmwn50VoSu8

Another ERISA fiduciary lawsuit dismissed—this time for lack of standing. What does this mean for healthcare plan management and future litigation? Dive into the latest ruling and its impact on fiduciary risk: https://ow.ly/cbfY50VoRin #ERISA #HealthcareCosts #LitigationTrends

Join us April 28-30 at the iconic Fontainebleau Las Vegas for the can’t-miss event of the year for retirement-plan-focused advisors. Why attend? ? Connect with 1,400+ industry leaders ? Gain actionable insights from top-tier sessions ? Experience unforgettable After Dark Register now: https://ow.ly/L72050VnAAE #TheAdvisorExperience #401k #ERISA #RetirementPlanning #FinancialAdvisors

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What's happening in the Washington, D.C. retirement policy debate? In the latest edition of the D.C. Pension Geeks podcast, Barb Marder, President & CEO of the Employee Benefit Research Institute (EBRI), joins Graff for a fascinating discussion about EBRI's mission, its role in the Washington policy debate and why the current retirement system is constantly under deliberation. Click link to listen to this informative podcast episode from the American Retirement Association - https://lnkd.in/eW2MWzye Or -- Click following link to listen via Spotify - https://lnkd.in/e-VAqw4a #EBRI #retire #workplace #ARA #podcast #DC #financialwellness #dcpension #pension #401k #savings #BarbMarder #NAPA #BrianGraff Employee Benefit Research Institute American Retirement Association Barbara Marder Brian Graff National Association of Plan Advisors

Jackpot! ?? This year at the NAPA 401(k) Summit, we’re upping the ante with a brand-new Technical Track—because when it comes to retirement plans, knowing the rules is the best way to win big! ?? ?? ?? ?? Don’t roll the dice on your expertise—join us in Las Vegas, April 28th-30th and stack the odds in your favor! ?? ?? Tuesday - April 29th ?? 9:40 - 10:30 AM | Merger Matters: M&A Implications ?? 10:40 - 11:30 AM | "Cross" Purposes: Cross Testing, Combo Plans, & LTPT Post SECURE2.0 ?? 11:30 - 12:20 PM | "Miss" Takes: There's a Fix for That Register HERE ?? https://lnkd.in/eSmQBDqN Agenda HERE ?? https://lnkd.in/eN3JFQXC #NAPA401kSummit #RetirementWinning #VegasVibes #TheAdvisorExperience #RetirementStrategy #Networking #FinancialPlanning #401k National Association of Plan Advisors Devyn Duex, MBA, AIF?, C(k)P, CRPS, CPFA, NQPC Jeffery Acheson, CPWA? CFP? CPFA? AIF?, CEPA? NQPA? CAPP? Catherine Ellis Rickie Taylor Nevin Adams John Sullivan Renato Macedo Apryl M. Pope, CFP?, CPFA?, CEPA?Deana C. Renee Scherzer Lisa (Garcia) Drake, CPFA, AIF? Stephen M. Welch, CRPC? CRPS? QPFC? FiWD Corbin Larsen, CPA Jania Stout Jeanne Sutton, CFP?, CPFA, MBADouglas E. Bermudez, C(k)P?, CPFA, CFS? Bonnie Treichel Sheri Fitts Wendy Eldridge Alex Assaley, AIF?Erin Stewart, CMP