While target dates with annuities are still a small fraction of target-date assets, there are signs that more plans are adopting these strategies and reasons to believe the growth will accelerate, according to a new report from Morningstar Read more: https://lnkd.in/eRz32qeB #TargetDateFunds #RetirementPlanning #RetirementSavings #WealthManagement
National Association of Plan Advisors
Financial Services
Arlington, Virginia 6,429 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
Updates
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Well done, Brea Dantin! Congrats on your new designation!
Congratulations to Brea Dantin on earning her Certified Plan Fiduciary Advisor (CPFA®) designation from National Association of Plan Advisors! This speaks to the hard work and care she puts into everything she does!
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Missing participants, uncashed checks, complex terminations. Operational challenges like these can create risk and disrupt plan oversight. Join us next month to explore practical approaches to improving consistency, documentation, and overall plan operations. Register now: https://lnkd.in/e4DTD2Gi 🤝Inspira Financial | Peter Welsh #PlanManagement #FinancialPlanning #RetirementWealth #FinancialWebcast
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Thousands of pages. Decades of guidance. The ERISA answer you need right now. What if instead of searching, you could just ask? https://lnkd.in/ePcUQB8u #AskERISA
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National Association of Plan Advisors reposted this
What I’d Tell Every 22-Year-Old About Money Graduation season is here, which means thousands of 22-year-olds are entering adulthood with a degree, a LinkedIn profile… and absolutely no idea why their paycheck is suddenly so much smaller than their salary. So this week’s video is simple: If I could sit down with every twenty-two-year-old for ten minutes and talk about money… here’s what I’d say: • Everyone your age is secretly broke • Lifestyle creep and “monthly payment culture” • Your earning potential matters more than perfect investing right now • Emergency savings and financial stability are the goal • Roth vs pre-tax contributions • HSAs, benefits, taxes... learn how money actually works • Your twenties are more about learning than pretending you have everything figured out Also: A shocking amount of what people call “wealth” in their twenties is really just monthly payments with good lighting. Congratulations to all the graduates out there! Strategic Retirement Partners Bryan Peebles, CPFA, NQPC Jacob Janowski
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Congrats on your new designation, Helene! Well done!
Excited to share that I’ve earned my Certified Plan Fiduciary Advisor (CPFA) designation from National Association of Plan Advisors Grateful for the opportunity to continue growing my knowledge in retirement plan consulting and fiduciary best practices.
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National Association of Plan Advisors reposted this
The conversations that happen at the National Association of Plan Advisors 401(k) Summit are some of the most candid in the industry. The takeaways from our breakfast session are no exception. From rethinking how you structure client meetings to how you approach new business, there is something worth bringing back to your practice. Read the full recap here: https://lnkd.in/ekQ6UPrB #NAPA401kSummit #RetirementIndustry #GreatGray #PlanAdvisors
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SECURE 2.0 implementation is entering a new phase—and advisors are increasingly expected to help clients navigate both the required changes and the strategic opportunities. From Roth catch-up rules to auto-enrollment, student loan matching, and evolving plan design decisions, staying ahead of the 2026 provisions will be critical for advisors supporting plan sponsors. 👉 Read more: https://lnkd.in/etW-QseV #Secure20 #FinancialAdvisors #RetirementPlanning #RothIRA
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National Association of Plan Advisors reposted this
AI is changing how retirement plan professionals work, creating new opportunities to improve efficiency, expand capacity, and focus more time on strategic priorities. Join us tomorrow to explore practical use cases, implementation considerations, and peer perspectives on AI in the retirement industry. Register: https://lnkd.in/ek5ti-5w #RetirementInnovation #AIEfficiency | Rachel Long, PMP
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In response to a call from a financial advisor in California, the ERISA consultants at the Retirement Learning Center address how the exception from the early withdrawal tax for IRA substantially equal periodic payments applies. Learn more: https://lnkd.in/ejRsxdzD #RetirementPlanning #FinancialAdvisor #ERISA
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