In 2015, NAPA launched its first-ever “Black Book” – the annual directory of the nation’s leading providers for retirement plan advisors. Since its introduction, the Black Book has become the definitive compilation of industry providers, and is something that advisors keep on their desks as a reference tool.
Over the years, the book has grown to include recordkeepers, DCIOs and BD/RIAs, TPAs, Tools & Technology and Financial Wellness categories. This year, we’re expanding it even further to include two new categories of advisor services: HSAs and NonQualified Plan Providers!
Since its launch, the NAPA Black Book has enjoyed a tremendous response, both from the firms listed and from the NAPA member advisors who received a copy and who continue to refer to it throughout the year. This year, the Black Book will go to over 18,000 recipients – comprised of NAPA members and other key industry decision makers.
The Black Book is a special issue of NAPA Net the Magazine – published annually with the Winter issue. It has quickly become the resource guide for serious retirement plan advisors. NAPA Firm Partners are eligible for a regular listing at no cost!
While it may seem a long ways off, we are today opening the database for submissions in all eight categories – BDs/RIAs, DCIOs, Recordkeepers, Tools & Technology, TPAs, HSAs, NQDC Providers and Financial Wellness! The deadline for data submissions — in the applicable categories below — is 5:00 p.m. EST on Thursday, Oct. 4.
Submission Forms
DCIOs
Recordkeepers
Distributors (Broker Dealers & RIAs)
TPAs
Tools & Technology
Health Savings Account (HSA)
NQDC Providers
Financial Wellness
You can view past editions of the NAPA Black Book below:
2015: NAPA Black Book
2016: NAPA Black Book
2017: NAPA Black Book
Enhanced Listings
While there is no cost to be included, we do offer premium, Enhanced Listing placements. Stand out from your competitors in the Black Book with an Enhanced Listing. 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 (ie, 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.
