Mark your calendars #NAPANation! This September, the #NAPA website will launch from a new digital platform that redefines how we interact with our members. Personalized recommendations and AI-driven insights are just the beginning – stay tuned for more exciting updates!
National Association of Plan Advisors
Financial Services
Arlington, Virginia 3,823 followers
An affiliate organization of the American Retirement Association,
About us
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.
- Website
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http://napa-net.org/
External link for National Association of Plan Advisors
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Arlington, Virginia
- Type
- Nonprofit
Locations
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Primary
4401 N Fairfax Dr
Arlington, Virginia 22203, US
Employees at National Association of Plan Advisors
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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
Your Resource for Benchmarking or Searching for your Retirement Plan Service Providers | Expert Witness | Mom | Business Owner | GSO-SHRM Past…
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Corby Dall
Retirement Plan Consultant at OneDigital / Past President, National Association of Plan Advisors
Updates
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Hey #NAPANation! We're counting down to a major event where top advisors engage with federal policymakers on retirement policy. See you soon! https://bit.ly/3Jx2Ybe #FlyInForum #AdvocacyInAction #RetirementPolicyAdvocate
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#NAPANation, it's almost time! Top advisors will gather with federal policymakers to champion retirement industry legislation. Looking forward to seeing you! https://bit.ly/3Jx2Ybe #FlyInForum #AdvocacyInAction #RetirementPolicyAdvocate
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Join us for the third annual ERISA 403(b) Advisor Conference, designed exclusively for seasoned professionals working with ERISA #403b plans. Gain insights from top thought leaders, network with industry peers, and learn innovative techniques for improving retirement outcomes. Register today and save: https://bit.ly/3n8o9Zs
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Deepen your rollover understanding and demonstrate your rollover expertise with NAPA’s (k)RS™ Credential! https://ow.ly/g7Rq50SKkpR
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vWise, Inc. is revolutionizing #retirementplanning with AI. Their lifelike avatars offer personalized, engaging videos that boost participant confidence and action. Learn More: https://ow.ly/f02850SL4KE #FinTech #AI #PersonalFinance
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Do you want to bring more value to your clients and help them reimagine how they recruit, reward, and retain mission-critical employees? Then join us in September. Register now before early bird rates expire! https://ow.ly/oLq450SJz3y
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National Association of Plan Advisors reposted this
Helping Tax Exempt, Governmental, and Corporate Plan Sponsors navigate their unique retirement plan challenges .
Come join me, Kim Cochrane, and Ellen Lander, at the NAPA/NTSA ERISA 403(b) Advisor Conference, now in its third year! This industry event is tailored for experienced professionals specializing in ERISA 403(b) plans. Join us to: 🔍 Gain insights from top thought leaders 🤝 Network with peers and build national contacts 🔄 Learn innovative techniques for enhancing retirement outcomes Don't miss the early bird deadline on August 2nd. Secure your spot now: 📅 Early Bird Deadline: August 2nd 📍 Location: Chicago, IL Register now and learn more at: Erin Hall, MBA, AIF®, C(k)P®, CPFA, NQPA™ Salvador Diaz III, CPFA Clay Downey, CPFA Jeanne Sutton, CFP®, CPFA, MBA Heather Heron Stacy League Phillip Senderowitz, CFA Shannon Maloney, CEBS Greg Gavran - AIF®, CPFA®Ellen Lander Kim Cochrane
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Picture the challenge for someone fresh to the field and your business. Wouldn't it be valuable to streamline their learning with efficient, effective training? Learn more: https://lnkd.in/e59wYvmT
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National Association of Plan Advisors reposted this
401(k) Architect, Keynote Speaker, Author, Repurposement Consultant, ERISA Geek, Fee-Only 401(k) Advisor, Financial Wellness Consultant
Honored to be selected again to represent Kansas on behalf of the National Association of Plan Advisors in Washington D.C. next week. And after serving as a delegate for more than a decade, #NAPA asked me to Captain the delegation from our state this year. Next week I'll have the opportunity to visit Capital Hill with more than 200 leaders in the professional retirement plan industry as we speak directly with those responsible for maintaining our great retirement system in this country at the #NAPADCFly-in. Attending the annual Fly-In Forum with the American Retirement Association is one of the most valuable things I do in this job. It allows me to contribute to the dialogue with senior leadership at the Department of Labor, the US Securities & Exchange Commission, and Congress. Multiple bills have been introduced in Congress that impact 401(k) plans and 403(b) plans, and I will have the privilege of representing hardworking Americans who need the company retirement plan to build Financial Security. I'm scheduled to meet with Jerry Moran, Senator Roger Marshall, and Sharice Davids. As a fiduciary, I am legally obligated to do what is in the best interest of plan participants, speaking on behalf of millions of Americans who rely on employer-sponsored retirement plans. Preston Rutledge Lisa M. Gomez James Buckley Christiana M. Reasor Nevin Adams Brian Graff