National Association of Plan Advisors Unclaimed

Enhances credibility and showcases fiduciary expertise in retirement planning.

Enhance expertise in nonqualified compensation plans with focused training and certification.

Empower advisors with essential retirement income strategies for 401(k) plans.

Provides valuable insights and resources for retirement plan professionals.

Provides detailed insights into top players in the retirement planning industry for advisors.

Gain insights from industry leaders through engaging podcasts tailored for retirement professionals.

Engage with industry leaders and elevate your expertise at the premier conference for retirement plan advisors.

Directly engage with federal policymakers to influence retirement policies.

Enhance consultative skills and explore revenue opportunities at NAPA's premier nonqualified plans conference.

Gain insights and network at the NAPA/NTSA ERISA 403(b) Advisor Conference.

Access partnership benefits, listings, and formal application process for firms in the retirement advisory space.

Enhance your brand visibility and connect with retirement plan advisors through targeted sponsorship opportunities.

Credentialing programs, certificates, and conferences that establish fiduciary competence, deliver specialized plan knowledge, and provide continuing education for retirement plan advisors.

Forums and events that enable direct engagement with federal policymakers, advocacy on legislative and regulatory issues, and shaping of public policy affecting retirement plans.

Directories, guides, podcasts, and magazine content that provide vendor comparisons, thought leadership, and actionable market insights for plan advisors and firms.

Partnership memberships and sponsorship opportunities that give broker-dealers, RIAs, and service providers targeted exposure, networking access, and business development with retirement plan advisors.

CPFA/QPFC Credential

CPFA®/QPFC Credential is a professional credential program designed to demonstrate an advisor's knowledge, expertise, and commitment to working with retirement plans. It is tailored for plan advisors or consultants aiming to act as fiduciaries, developed by leading retirement plan professionals.

• Establishes Professional Trust
  The credential signals to clients and employers that the advisor possesses recognized skills in managing retirement plans, enhancing trust and reliance.
• Prepares Advisors for Fiduciary Duties
  Equips professionals with essential knowledge on fiduciary responsibilities, ensuring competent management and advising on retirement plans.
• Backed by Top Experts
  Crafted with input from seasoned professionals, ensuring alignment with industry standards and best practices.
• Encourages Lifelong Learning
  Credential holders are required to engage in continuous education, keeping their knowledge relevant in a rapidly evolving industry.

NAPA Nonqualified Plan Consultant Credential

NQPC Credential provides thorough training and emphasizes understanding, managing, and marketing nonqualified compensation plans for nonqualified deferred-compensation and executive-compensation arrangements.

• Gain In-Depth Knowledge
  Equips professionals with essential skills to navigate and implement nonqualified plans effectively.
• Targeted Skill Development
  Enhances ability to market and manage nonqualified compensation structures.
• Build Professional Networks
  Engages with other professionals to share insights and strategies in the nonqualified compensation sector.
• Maintain Expertise
  Ensures continuous professional development and adherence to industry standards.

RI(k) Certificate

Retirement Income for 401(k) Plans certificate helps plan advisors effectively communicate and implement retirement income solutions for their clients, building on foundational knowledge.

• Implement Solutions
  Equips advisors with tools and knowledge to implement effective income strategies for clients.
• Apply Knowledge
  Teaches advisors how to apply strategies in practical situations to meet client needs.
• Enhance Understanding
  Provides a solid base for understanding retirement planning and its complexities.

NAPA Net the Magazine

NAPA Net the Magazine features in-depth articles and columns by prominent thought leaders in the retirement plan industry and includes an industry resource directory.

• Delivers Comprehensive Insights
  Articles provide practical, forward-looking content that aids practitioners in navigating the complexities of the retirement plan industry.
• Facilitates Resource Access
  Connects readers with essential resources, enhancing their practices and support efforts.

NAPA Black Book

NAPA Black Book is an advisor’s insider's guide to the industry’s top broker-dealers, recordkeepers, DCIO firms, TPAs, tools & tech, aggregators, and financial wellness resources.

• Access Comprehensive Industry Insights
  Offers extensive coverage of critical firms and resources, allowing advisors to make informed decisions in their practice.
• Navigate Key Industry Players
  Helps advisors connect with essential contacts, enhancing their ability to serve clients effectively.

NAPA Podcasts

NAPA Podcasts deliver timely insights and discussions with industry leaders, including a short-form series called The Executive Interview, available on multiple audio platforms.

• Engage With Industry Leaders
  Listeners receive firsthand insights from key players in the retirement plan industry, enhancing understanding of current trends and challenges.
• Listen Anywhere, Anytime
  Access podcasts from various platforms, making it easy to stay informed on-the-go.

NAPA 401(k) Summit

The NAPA 401(k) Summit is the largest and most respected conference for retirement plan advisors, offering actionable insights and knowledge to help professionals navigate the industry.

• Gain Insights And Network
  Participants engage in valuable networking while acquiring the latest insights on industry trends and best practices.
• Learn Best Practices
  Attendees gain firsthand knowledge from peers who share actionable insights to improve their advisory practices.
• Access Diverse Topics
  A well-rounded agenda ensures that all attendees find relevant information applicable in their daily practices.
• Earn CE Credits
  Provides a straightforward way to keep up with continuing education requirements while learning.

NAPA DC Fly-In Forum

The NAPA DC Fly-In Forum is an exclusive event where top retirement plan advisors engage directly with federal policymakers. It provides a unique opportunity to advocate for legislative and regulatory changes that shape the retirement industry.

• Shape Retirement Policy
  Attendees gain insights from key decision-makers regarding legislative changes influencing retirement planning, allowing them to represent their clients effectively.
• Build Professional Connections
  Facilitates networking among top advisors and regulators, enhancing collaboration and partnership opportunities within the retirement ecosystem.
• Earn Continuing Education
  Participants gain valuable credits to maintain their professional certifications while staying informed on current regulatory issues.

NAPA Nonqualified Plan Consultant Conference

NAPA's Nonqualified Plan Consultant Conference is a premier event for advisors specializing in or new to nonqualified plans. It features dynamic workshops to enhance consultative skills, increase value to employers, and explore new revenue opportunities.

• Enhance Your Expertise
  Participate in workshops designed to enhance consulting skills and deepen knowledge in nonqualified compensation plans.
• Engage With Experts
  Interact with top industry experts through workshops that offer applicable knowledge for practical applications.
• Build Your Network
  Opportunity to connect with fellow professionals to share insights and best practices.

NAPA/NTSA ERISA 403(b) Advisor Conference

The NAPA/NTSA ERISA 403(b) Advisor Conference is tailored for experienced professionals working with ERISA 403(b) plans. This event offers specialists the opportunity to gain insights from top thought leaders, share ideas with peers, build a national network, and learn innovative techniques to improve retirement outcomes.

• Enhances Knowledge for Advisors
  Attendees gain insights from thought leaders and share best practices, enhancing their advisory skills and knowledge in ERISA 403(b) plans.
• Build a National Network
  The event fosters connections among advisors, enabling knowledge exchange and collaboration across the retirement planning field.
• Gain Cutting-Edge Insights
  Workshops and presentations provide actionable strategies to enhance retirement plan offerings and client service capabilities.

Firm Partner Membership

Firm Partner Membership provides benefits for broker-dealers, RIAs, and service providers, with access to current partner listings and a formal partnership process.

• Enhance Your Firm's Capabilities
  Gain access to tools and resources designed specifically for broker-dealers and RIAs, streamlining operations and improving client servicing.
• Support Your Service Offerings
  Access tailored resources and connections specifically for service providers, enhancing service delivery and client engagement.
• Establish Formal Partnerships
  Engage through a structured application process that allows firms to become recognized partners with NAPA, enhancing credibility and collaboration.
• Browse Partner Listings
  Access an updated directory of firm partners to connect and collaborate within the industry.

Event Sponsorship Opportunities

Event sponsorship opportunities allow partners to sponsor NAPA conferences and reach retirement plan advisors, with benefits described in the institutional partnership material.

• Maximize Brand Visibility
  Position your brand prominently in front of a niche audience of retirement plan advisors, enhancing engagement and opportunities for business growth.
• Participate In High-Impact Events
  Join prestigious NAPA events as a sponsor to display your commitment to the retirement planning community while gaining substantial networking and marketing benefits.
• Engage With Key Decision Makers
  Sponsoring events allows for meaningful connections with retirement plan advisors and industry influencers, fostering collaboration and potential partnerships.
• Customize Your Sponsorship Experience
  Select from various sponsorship packages to align with your marketing goals, ensuring a unique and impactful presence at NAPA events.