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Two Key Mileposts for Measuring NAPA’s Success

Barely past our first birthday, NAPA continues to grow at a remarkable pace. So first things first: Let’s welcome the 19 new (or pending) Firm Partners who have joined the fold since the holidays. By category, they are:

Broker-Dealers
Morgan Stanley Wealth Management
Raymond James
Wells Fargo (pending)

DCIOs
Federated Investors
Fidelity Investments
Putnam Investments
Thornburg Investment Management

Record Keepers
Fidelity Investments
OneAmerica
Putnam Investments

RIAs
Cooney Financial Advisors
Dice Financial Services Group
Mayflower Advisors, LLC
MCF Advisors
Nicklas Financial Companies
Retirement Resources Investment Corp
Shea & McMurdie Financial

Other Firm Partners
The 401(k) Coach® Program
The Retirement Readiness Institute

Additionally, more than 90% of our 2012 Firm Partners have renewed their membership after our first year. All in all, very good news. Many thanks to all our firm partners for supporting NAPA’s mission. Such a high renewal rate, as well as the addition of these prestigious new members — building on an already prestigious roster of most of the top providers and broker dealers in the DC industry — has stuck a chord. These Firm Partners, along with more than 4,000 individual NAPA members — mostly plan advisors — have created almost overnight a strong association that can effectively present and protect our interests in Washington, as well as a community where we can all learn to work together to improve our businesses and retirement outcomes.

Already the DC industry’s top event, it looks like attendance at this year’s NAPA/ASPPA 401(k) Summit, coming up March 3-5 in Las Vegas, will be the highest ever. Registrations are running ahead of last year’s pace, and there’s still time to register if you haven’t done so yet — but not much. The advance registration deadline is Friday, Feb. 22. Come join us in Las Vegas as we celebrate NAPA’s coming out party!

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