National Association of Plan Advisors

The number of 401(k) millionaires hit a record high in 2024, with a 27% jump. Fidelity Investments’ latest analysis highlights strong savings habits, employer contributions, and evolving retirement trends. See the key takeaways: https://ow.ly/uKXC50V8kpN #RetirementSavings #401k #FinancialPlanning

Well done, Bernard! Congratulations!

Big changes for 403(b) plans? The House Financial Services Committee is seeking public comments on allowing 403(b)s to invest in CITs—expanding options like 401(k)s. Read more: https://ow.ly/Niub50V8jTM #Retirement #Investing #403b

Great Gray Trust Company has acquired Retirement Plan Advisory Group, Inc. This strategic deal aims to enhance retirement solutions with cutting-edge tech, expanded support, and a push for CIT adoption. What does this mean for advisors? Read more: https://ow.ly/nzEu50V7JsF #RetirementPlans #WealthManagement

?? Cash balance plans are gaining traction—are you tapping into this growing market? Join us on April 3 at 1:00 p.m. ET for The Cash Balance Connection, sponsored by October Three Consulting. Discover how these plans can expand your service model, require less time than 401(k)s, and boost your value as a trusted advisor. ?? Secure your spot today! https://ow.ly/qgGw50V7Uo8 ???Andy Larson & Andrew Vargas Vila #401k #RetirementPlanning #FinancialAdvisors

Take up rates on financial wellness offerings have been…well, pretty sickly. In this session we’ll share key insights into participant engagement and the gap between perceived value and actual usage – and learn how to maximize both. ?? Don’t miss this deep dive—register for the #NAPA401kSummit today! https://ow.ly/rrp450V6bBa ???Julianne Donatelli, C(k)P, CPFA, Kathleen Connelly, Steve McCoy, Shawn O'Brien, CFA #TheAdvisorExperience #RetirementAdvisors #401k #ERISA #RetirementPlanning #FinancialAdvisors

Stand out as a nonqualified plan expert with the NAPA NQPC? credential! Get started today: https://ow.ly/7BKn50V3QST #RetirementPlanning #NAPA #FinancialAdvisors

#ERISA consultants at the Retirement Learning Center Resource Desk regularly receive calls from #financialadvisors. A recent call with a financial advisor in Nebraska is representative of a common question on rehiring after separation from service with an employer. Read More: https://ow.ly/KL1C50V6VJT

How are top companies using NQDC plans to attract & retain key talent? Plan Sponsor Council of America’s 2024 NQDC Plan Survey reveals trends in plan education, participation, employer contributions & more. Get the latest insights! https://ow.ly/4ozF50V6SQf #RetirementPlanning #NQDC #WorkplaceBenefits

Last week the Women in Retirement Third Thursdays hosted some truly inspiring women leaders in our industry: Kirsten Curry, J.D., AIF, Colleen Windham, CPA, CPC, TGPC, CBS, QPA, QKC, QKA, and Maggie Younis, ERPA, CPC, QPA, QKA, TGPC, APA, APR! They shared their invaluable insights on building meaningful professional relationships, navigating the rewards and challenges of mentoring, and ways to get involved. If you are asking yourself, how did I miss this?! You are in luck! You can listen to their podcast here: https://lnkd.in/d5wn_AaZ American Retirement Association American Society of Pension Professionals and Actuaries National Association of Plan Advisors #MentorshipMatters #Leadership #WomenInBusiness #WiRC