#NAPA401kSummit co-chairs Devyn Duex, MBA, AIF?, C(k)P, CRPS, CPFA, NQPC, and Deane Mayerhofer chat with Corbin Larsen, CPA, summit steering committee member, about the agenda, Defined Benefit Plans, and what attendees can look forward to in Vegas! Here's the link: https://bit.ly/3XWZCFn — register now! #TheAdvisorExperience #definedcontribution #Retirementpanning #401k
National Association of Plan Advisors
金融服务
Arlington，Virginia 4,242 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, BCF
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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According to an Alliance for Lifetime Income study, nearly half of retirees feel anxious about spending savings, with inflation & healthcare costs adding to the strain. Are you prepared for the complexities of retirement spending? Read More: https://ow.ly/iExK50UbUJ9 #RMD #RetirementPlanning #LifetimeIncome
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National Association of Plan Advisors转发了
Countdown Alert! ? Early bird pricing extended to Nov 27th for the Women in Retirement Conference! #LetsWiRC Join us Jan 8-10, 2025, in Austin, TX, to empower your career. Limited time offer! Register ?? https://ow.ly/VS9f50U0AzL #WomenInRetirement #WomenAdvisors #RetirementPlanning #FinancialEmpowerment #WomenInFinance
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Great news, Robert! Congrats!
Financial Advisor with Bright Futures Wealth Management, LLC / Mayor- Village of Avon, New York
I’m happy to share that I’ve obtained a new certification: Certified Plan Fiduciary Advisor (CPFA) from National Association of Plan Advisors!
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Congratulations, Brandon! Great job!
I’m happy to share that I’ve obtained a new certification: Certified Plan Fiduciary Advisor (CPFA?) from National Association of Plan Advisors!
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Congrats, Francis! Nicely done!
Retirement Plan Advisor | Financial Advisor | 401k Fiduciary | Colorado-Wyoming Employee Benefits Advisor | LION
I’m happy to share that I’ve obtained a new certification: The Nonqualified Plan Consultant (NQPC?) from National Association of Plan Advisors!
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Well done, Lindsay! Congrats!
Vice President, Morgan Stanley B2B Corporate and Institutional Consulting Services Marketing
I’m happy to share that I’ve obtained a new certification: Qualified Plan Financial Consultant (QPFC) from National Association of Plan Advisors!
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Retirement policy is poised for significant changes as we move into 2025, setting the stage for potential impacts in 2026 and beyond. Are you prepared to navigate the new landscape? Register for our newest webcast today: https://lnkd.in/eVht2sAW ?? Will Hansen, James Locke & Nathan Glassey ?? American Retirement Association #RetirementProfessionals #PlanAdvisors #RetirementIndustry
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National Association of Plan Advisors转发了
? Join ARA's Diversity Committee Coffee Chat on Dec 12 at noon! Network and collaborate with retirement industry professionals. Open to all ARA sister orgs. Let's drive change together! https://ow.ly/LThm50UaZw5 #ARADiversity #CoffeeChat #Network Patricia Wenzel, CFP?, C(k)P?, CPFA?, CRPC?, Pam Appell, CFA, CPFA, AIF?, Lee V. Bethel, CLU,ChFC,REBC,RHU, CASL, AIF, CPFA, C(k)P, Christopher Cervantes, C(k)P?, CIMA?, CFP?, CPFA?, NQPA?, Lisa (Garcia) Drake, CPFA, AIF?, Tamara Indianer, CRES, AIF?, CFP?, Tuyen (Twin) Pham, Malika Terry, Martella Joseph, Jay Washington, MBA, CEBS, AIF?, RICP?, RI(k)?, Madison Oakley, Will Hansen, Erika Goodwin PMP CMP
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The U.S. Department of Labor is taking steps to populate the Lost and Found database to help missing retirement participants reconnect with their benefits. But with limited data collection and challenges ahead, how effective will it be? Read More: https://ow.ly/MbF050Ub1ME #SECUREAct #IRS #DataSecurity
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