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.
External link for National Association of Plan Advisors
4401 N Fairfax Dr
Arlington, Virginia 22203, US
Well done, David! Congratulations!
I’m happy to share that I’ve obtained a new certification: Certified Plan Fiduciary Advisor from National Association of Plan Advisors!
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Well done, William! Congrats!
Financial Planning Specialist | Qualified Plan Financial Consultant | Financial Advisor at Morgan Stanley | The Capstone Group at Morgan Stanley
I’m happy to share that I’ve obtained a new certification: Qualified Plan Financial Consultant (QPFC) from National Association of Plan Advisors! The Qualified Plan Financial Consultant (QPFC) — developed by some of the nation’s leading advisors and retirement plan experts — demonstrates my knowledge, expertise, and commitment to working with retirement plans. Financial advisors who earn their QPFC designation demonstrate the expertise required to act as a plan fiduciary or help 401(k) plan fiduciaries manage their roles and responsibilities.
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Major shifts in Congress! The Senate Finance Committee welcomes 6 new members, poised to shape tax, trade, and health policies. Plus, changes in the House Ways & Means & Education Committees. What’s next for key legislation? Find out: https://ow.ly/YU5E50UB9Vi #Congress #Policy #Legislation
A lawsuit alleging Prudentialstacked its GoalMaker platform with proprietary funds has been dismissed. The court found evidence of a prudent process in investment decisions and fund monitoring. Learn More: https://ow.ly/4LPQ50UB8Mp #RetirementPlans #ERISA #401k
Well done, Mirelys! Congratulations!
I am always eager to learn and grow in my career, and I am committed to continuous improvement and professional development. Let’s connect and explore on how we can achieve great things together!
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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The 2025 NAPA 401(k) Summit will be in Las Vegas, and the first theme is “Bet on the NAPA 401(k) Summit”. Nevin Adams and I will be doing our “show” of hot topics in the retirement world with a conversational but insightful approach….how to have fun and learn with a back and forth. I have two more reasons for being there. First, and foremost, its to see old friends. For me, the chance to see and visit with folks in the industry is invaluable. Second, I chaired the first two Summits and it has a special place in my heart. Hope to see you there. https://lnkd.in/gU_hkADA #NAPASummitChallange2025, #NAPA401(k)Summit, #TheAdvisorExperience, #NAPANation
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🃏 Deal Me In for 2025! 🃏 One of my favorite things about the NAPA 401(k) Summit is the connections. It’s where I’ve met incredible leaders like Matthew Wolniewicz, AIFA, Kameron Jones, Deana C., and Jeffrey Gratton, who inspire new ideas and strategies every year. This year, I’m looking forward to “Together Nest: The Wealth and Retirement Convergence” with Eric Garofalo and Dawn McPherson, QPFC, exploring how we can combine wealth and retirement solutions for greater impact. 👉 Join the network that makes a difference: https://lnkd.in/gD4h8gxD #NAPASummitChallenge2025 #NAPA401kSummit #TheAdvisorExperience #NAPANation National Association of Plan Advisors John Sullivan Nevin Adams Brian Graff Fred Reish Devyn Duex, MBA, AIF®, C(k)P, CRPS, CPFA, NQPC Deane Mayerhofer Deana Calvelli, CEBS, CPFA®, AIF® Derek Fiorenza - CFP®, C(k)P®, CPFA®, AIF®, PPC® Apryl M. Pope, CFP®, CPFA®, CEPA® Allie Rivera, CFA, CFP® Mark Thornton Stephen M. Welch, CRPC® CRPS® QPFC® FiWD Scott Boyd Corbin Larsen, CPA Craig McKenna Julianne Donatelli, C(k)P, CPFA John Sullivan Stephen Popper, AIFA®, CPFA, NQPA Renato Macedo Keith Gredys, JD, CPFA, AIF Renee Scherzer Jania Stout Jeffery Acheson, CPWA® CFP® CPFA™ AIF®, CEPA® NQPA™ CAPP™ Lisa (Garcia) Drake, CPFA, AIF® Alicia Malcolm Douglas E. Bermudez, C(k)P®, CPFA, CFS™ Erin Hall, MBA, AIF®, C(k)P®, CPFA, NQPA™ Jeanne Sutton, CFP®, CPFA, MBA David Blanchett Shannon Edwards Sheri Fitts Joey Santos-Jones Bonnie Treichel Alex Assaley, AIF® Craig Rosenthal Sasha Cibrian Aguirre Missy Schoedel
It’s a new year and a new opportunity to register for the #NAPA401kSummit. One session was so popular last year in Nashville that we’re continuing the conversation this year at the fabulous Fontainebleau Las Vegas, April 28 – 30, 2025. Want to learn to improve your retirement plan practice's profitability? Read more: https://lnkd.in/dssD4qHj #TheAdvisorExperience #RetirementPlanning #401k #Profitability
Congrats, Khadijah! Nicely done!
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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Well done, Matthew! Congrats!!
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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