In 2015, NAPA launched its first-ever “Black Book,” a directory of the nation’s leading providers in three key service categories for retirement plan advisors: Recordkeepers, DCIOs and BD/RIAs. Last year we added TPAs — and this year, we’re expanding it even further!
Since its launch, the NAPA Black Book has enjoyed a tremendous response, both from the firms listed and from the 12,000+ NAPA member advisors who received a copy and who continue to refer to it throughout the year.
The Black Book is a special issue of NAPA Net the Magazine, and it has quickly become the resource guide for serious retirement plan advisors. NAPA Firm Partners are eligible for a regular listing at no cost!
As in previous years, there are sections for BDs/RIAs, DCIOs, Recordkeepers and TPAs. This year we are extending the Black Book listings to include a new category of advisor services: Technology & Tools!
The deadline for data requests — in the applicable categories below — is 5:00 p.m. EST on Friday, Oct. 6.
Submission Forms
BDs/RIAs
DCIOs
Recordkeepers
Tools & Technology (New for 2017!)
TPAs
You can view past editions of the NAPA Black Book below:
2015: NAPA Black Book
2016: NAPA Black Book
Enhanced Listings
While there is no cost to be included, we do offer premium, Enhanced Listing placements. If you’re interested in finding out more about the Enhanced Listing opportunity, please contact Gwenn Paness at [email protected] for additional information.
Questions
Should you have any questions, need assistance, or there is someone else in your organization to whom this request should be delivered, please contact us at [email protected].
Thank you again for your interest in, and support of, NAPA — and the NAPA Black Book!
Note: Please forward this information to the appropriate individuals at your company/firm (e.g., if you are from the Recordkeeping side of your business, please forward to the appropriate contact for your DCIO side of the business, etc.). Sharing this information internally will ensure that all sides of your company or firm’s business are represented in the 2017 NAPA Black Book.
