NAPA Home
Discover the National Association of Plan Advisors (NAPA), an affiliate of the American Retirement Association, dedicated exclusively to the interests of retirement plan advisors. NAPA offers unmatched advocacy, business intelligence, and networking opportunities to help advisors succeed in the evolving retirement industry. Join NAPA to enhance retirement security, maintain ethical standards ...
Case of the Week: Rollovers and Conduit IRAs
1 day ago · The ERISA consultants at the Retirement Learning Center (RLC) Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and other types of retirement savings and income plans, including nonqualified plans, stock options, and Social Security and Medicare.
Announcing the New 2024 NAPA Black Book! Now Online!
Dec 17, 2024 · It’s our biggest Black Book yet, and keeps growing and growing, with more company profiles and product/service offerings than ever before!. Compiling NAPA’s annual Black Book reference guide is a rewarding yet challenging task, but the results are in—and worth it.. NAPA members have long appreciated—and referenced the contents of the annual NAPA Black Book—an indispensable resource ...
BREAKING NEWS: 2025 NAPA 401(k) Summit Registration Is NOW …
Oct 10, 2024 · Viva Las Vegas from the Fabulous Fontainebleau! The National Association of Plan Advisors (NAPA) is excited to announce that registration for its 2025 NAPA 401(k) Summit is now open.It will take place among the sun and fun in Las Vegas, Nev., April 28 – 30, 2025 at the brand-new Fontainebleau Las Vegas.
NAPA Certified Plan Fiduciary Advisor
The Certified Plan Fiduciary Advisor (CPFA®) credential, developed by top retirement plan experts, showcases your expertise and commitment to managing retirement plans. This comprehensive training program emphasizes fiduciary responsibility, regulatory compliance, and best practices in plan management. Enhance your professional credentials and demonstrate your advanced knowledge with the CPFA ...
About Us - NAPA Net
Learn about the National Association of Plan Advisors (NAPA), an affiliate of the American Retirement Association, dedicated to supporting and advocating for retirement plan advisors. Discover our core principles, commitment to enhancing retirement security, and the valuable benefits of NAPA membership, including advocacy, business intelligence, and networking. Join us to be part of a ...
NAPA CPFA Candidate Handbook
Introduction About the NAPA CPFA/QPFC Credential. The NAPA Certified Plan Fiduciary Advisor (CPFA ®)/Qualified Plan Financial Consultant (QPFC) credential – developed by some of the nation's leading advisors and retirement plan experts – demonstrates your knowledge, expertise, and commitment to working with retirement plans.Plan advisors who earn their NAPA CPFA ® /QPFC demonstrate the ...
NAPA Continuing Education
Learn about the education policies of the National Association of Plan Advisors (NAPA). Our guidelines ensure high standards for the training and professional development of retirement plan advisors. Discover certification requirements, continuing education standards, and how NAPA supports the advancement of industry knowledge and expertise.
Our Mission - napa-net.org
Learn about the mission of the National Association of Plan Advisors (NAPA). As an affiliate of the American Retirement Association, NAPA is uniquely focused on advocating for retirement plan advisors. Discover how NAPA supports the interests of advisors and promotes retirement security through dedicated advocacy and professional commitment.
NAPA News
Stay updated with NAPA Net Daily, powered by the National Association of Plan Advisors. Get the latest news and insights on retirement plan confidence, fiduciary rule updates, Chevron deference legislation, plan sponsor perspectives, Social Security and Medicare scams, Hueler Income Solutions partnerships, TDF volatility management, and RIA M&A trends.