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 3,807 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
Get directions
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 convergence of the nation’s elite advisors engaging with key federal policymakers and advocating for legislative policy that affects the retirement industry See you soon. https://bit.ly/3Jx2Ybe #FlyInForum #AdvocacyInAction #RetirementPolicyAdvocate
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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 Chicago, for the 2024 NAPA Nonqualified Plan Consultant Conference: https://ow.ly/i4ma50SEyy2
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Another digital retirement platform, PensionBee is set to launch in the U.S., and it’s creating a bit of a buzz. Learn More: https://ow.ly/ZTC850SG6S4 #RetirementPlanning #WealthManagement
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Are you looking to give your new hires a strong start in the retirement plan industry? Let us be your new-hire training! https://lnkd.in/e59wYvmT
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The Internal Revenue Service will publish final regulations in the Federal Register on Friday for required minimum distributions contained in SECURE 1.0 and 2.0. Learn More: https://ow.ly/S1B150SFv3z #SECUREAct #IRS
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Demonstrate your dedication to retirement plan expertise. Achieve certification as a Certified Plan Fiduciary Advisor (CPFA) or a Qualified Plan Financial Consultant (QPFC)! https://napacpfa.org/
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This is your opportunity to gain insights from top thought leaders in the #403b space, network with industry peers, and learn innovative techniques for improving retirement outcomes. https://bit.ly/3n8o9Zs
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National Association of Plan Advisors reposted this
BREAKING NEWS: IRS Finalizes RMD Rules Implementing Changes Made by SECURE 1.0 and 2.0
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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 California is representative of a common question on safe harbor 401(k) plans. Read More: https://ow.ly/kLs750SErxt #SafeHarbor #401k
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