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
National Association of Plan Advisors
Financial Services
Arlington, Virginia 4,345 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
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
I benchmark your retirement plan since the DOL expects you to do this every 3-5 years. Your resource for your Retirement Plan Service Provider…
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Corby Dall
Retirement Plan Consultant at OneDigital / Past President, National Association of Plan Advisors
Updates
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National Association of Plan Advisors reposted this
🃏 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
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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
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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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National Association of Plan Advisors reposted this
Who is your FAVORITE person to see #AFTERDARK at the #NAPA401kSummit ?? 💃 🕺 #401klady #NAPASummitChallenge2025 #TheAdvisorExperience #NAPANation Strategic Retirement Partners Bryan Peebles, CPFA Deane Mayerhofer Nevin Adams National Association of Plan Advisors
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401(k) Forfeiture Fiduciary Breach Suit Delivered to Amazon Read more: https://lnkd.in/dUTfTkUz #401k #RetirementPlanning #FinancialAdvisor #Amazon
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There’s no substitute for peer-to-peer engagement! Join us for the Advisor Peer-to-Peer Session on Monday, April 28, where you'll have the chance to dive into a dynamic, moderated discussion on key topics impacting your business. Secure your spot now: https://ow.ly/vP8050Uw5As #TheAdvisorExperience #NAPA401kSummit #BusinessNetworking #FinancialAdvisors
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National Association of Plan Advisors reposted this
Register now to attend our next webinar, presented in partnership with National Association of Plan Advisors!
Student loan retirement matching is revolutionizing workplace financial wellness in 2025. With new IRS guidance and insights from early adopters, the landscape is changing fast. Are you ready to lead the way? Register for our latest webcast today: https://ow.ly/SBgG50UxTqS 🎙️Deirdre Bertrand & Sean Wiggin 🤝 Candidly #FinancialWellness #RetirementPlanning #StudentLoans
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Critics of repealing the WEP and GPO say that both programs should instead be reformed and that a full repeal will only aggravate Social Security’s solvency issues. Social Security is expected to become insolvent in 2033. Read more: https://lnkd.in/ezcKXZaz #SocialSecurity #WEP #GPO #RetirementPlanning #SocialSecurityReform #EconomicPolicy
Forthcoming WEP/GPO Repeal Has Some Critics
napa-net.org