NAPA - National Association of Plan Advisors

Join our elite network of retirement sales and investment professionals:

[NAPA - National Association of Plan Advisors @NAPA401K]

Four minutes. That’s it. ⏱️

Your perspective matters—and a few minutes can help inform what comes next for #NAPANation.

Take the survey: https://t.co/JPJCILIvtJ

#RetirementPlanAdvisors #RetirementIndustry #401k

[NAPA - National Association of Plan Advisors @NAPA401K]

Register for the NAPA 401(k) Practice Builder and gain practical strategies to prospect, win & serve retirement plan clients.#401k

📅 Sept. 15 | 12–2 p.m. ET
⏰ Register by Sept. 14 — space is limited
🔑 Enrollment code: PBSEP26
🖱️ https://t.co/2pbqrrP7S0
@Transamerica @Nova401k

[NAPA - National Association of Plan Advisors @NAPA401K]

Registration closes Friday!

Explore nonqualified plans, workplace wealth, executive benefits, tax strategy and new ways to support executives, business owners and highly compensated employees.

Be in the room.
🖱️https://t.co/iDMCmB88LK
#NAPANonqualForum #WorkplaceWealth

[NAPA - National Association of Plan Advisors @NAPA401K]

Congrats, Jim! Well done!👏

[Jim Palermo @jimpalermo]

View my verified achievement from @NAPA401K. https://t.co/JdpxED7hvW via @credly

[NAPA - National Association of Plan Advisors @NAPA401K]

Innovation in #401k plans brings opportunity—but when is an #investmentstrategy truly ready for broad use?

A new framework explores how fiduciaries can evaluate private markets, guaranteed income, #managedaccounts and other evolving strategies.

🖱️https://t.co/WU77Ax0DNs

[NAPA - National Association of Plan Advisors @NAPA401K]

Where workers turn for #financialadvice may depend on where they work.

New research highlights key differences between public- and private-sector employees and how they seek financial guidance.

🖱️https://t.co/Bg8Uagwo28

[NAPA - National Association of Plan Advisors @NAPA401K]

September is packed for #NAPANation.

Stay ahead of upcoming webcasts, conferences, CE opportunities and key deadlines—and make the most of your NAPA membership.

See what’s ahead: https://t.co/x8Gqlbauhl

#RetirementPlanAdvisors #ProfessionalDevelopment

[NAPA - National Association of Plan Advisors @NAPA401K]

Turn your network into 401(k) business.

Join us, @Transamerica & Nova 401(k) for a free, CE-eligible session on prospecting, referrals and client growth.

📅 Sept. 15 | 12–2 p.m. ET
Register by Sept. 14
Code: PBSEP26

https://t.co/2pbqrrP7S0

#401k #FinancialAdvisors #NAPA

[NAPA - National Association of Plan Advisors @NAPA401K]

New research finds 62% of employers are focused on succession planning—but nearly half have no executive benefits strategy in place to support leadership transitions.

See why NQDC plans & executive benefits are taking on a bigger role: https://t.co/pD7FLgOiBI
#SuccessionPlanning

[NAPA - National Association of Plan Advisors @NAPA401K]

Despite political affiliations, a new survey finds bipartisan agreement on the need for Social Security reform, yet most Americans remain unprepared for potential changes to their retirement income.

Learn more: https://t.co/ummdHvCblY
#SocialSecurity #RetirementPlanning

[NAPA - National Association of Plan Advisors @NAPA401K]

In response to a call from a financial advisor in Massachusetts, the #ERISA consultants at the Retirement Learning Center address a question about liquidating a stable value investment in a client’s 401(k) plan.

🖱️https://t.co/kRqg5d2HJy
#RetirementPlanning #FinancialAdvisor

[NAPA - National Association of Plan Advisors @NAPA401K]

What's the max a participant can put in her 401k this year if she's over 50? #AskERISA
https://t.co/evRSKV2zmU

[NAPA - National Association of Plan Advisors @NAPA401K]

General Session 2 gives advisors a Washington-level look at the policy, fiscal, legislative and regulatory trends that could shape nonqualified plans, executive benefits and workplace wealth strategies.

View the agenda: https://t.co/zpY2qQlN9f
#WorkplaceWealth #NAPANonqualForum

[NAPA - National Association of Plan Advisors @NAPA401K]

General Session 3 offers an exclusive look at the latest findings from @PSCA401k's 403(b) research, including trends in plan design, participant behavior, investment menus, SECURE 2.0 adoption, & how ERISA #403bPlans continue to evolve.

🖱️ https://t.co/kIbDYI9iBa
#PlanSponsors

[NAPA - National Association of Plan Advisors @NAPA401K]

@Pontera is expanding its platform to support non-discretionary advice, giving advisors new ways to provide professional guidance while keeping clients directly involved in investment decisions.

Read more: https://t.co/JW5wcRyie6

#FinTech #RetirementPlanning #FinancialAdvisors

[NAPA - National Association of Plan Advisors @NAPA401K]

Want to keep employees? Don’t overlook the retirement plan.

See what the findings mean for benefits strategy: https://t.co/3pXJqzldUp

#RetirementBenefits #EmployeeRetention #401k #FinancialWellness

[NAPA - National Association of Plan Advisors @NAPA401K]

It’s time for a PEP talk.

Join us for a clear understanding of how PEPs work, who they’re right for, and where they may fit in your growth strategy.

Register: https://t.co/6OD0mikKVX
#RetirementPlans #401k #PlanAdvisors #NAPANation

[NAPA - National Association of Plan Advisors @NAPA401K]

What’s your competitive edge?

See why NQDC expertise deserves a place in your toolkit: https://t.co/hCy9txluSc

#NonqualifiedPlans #NQDC #WorkplaceWealth #RetirementPlanAdvisors

[NAPA - National Association of Plan Advisors @NAPA401K]

Is standing still on AI really the safer choice?

Jake Eigner, JD, CPFA® argues that plan sponsors shouldn’t “be an ostrich.”
Read Jake’s perspective: https://t.co/vpSyOevsMT

#ArtificialIntelligence #401k #Fiduciary #RetirementPlans

[American Retirement Association @usa_retirement]

@Will_I_Retire knows retirement policy—and he knows the best insights often come from the people doing the work every day. Tune in to Will U Retire? for candid conversations with the plan sponsors and HR professionals navigating today's workplace retirement challenges.