Keyword: plan fiduciary

Pay it Forward

Greetings, NAPA members and Firm Partners! As this is my last official column as NAPA President, I want to express my sincere gratitude and thanks to many.   Read More


We’re counting down the days to the 2018 NAPA 401(k) SUMMIT. If you’re one of the nearly 1,100 retirement advisors who have already registered, check it out. Haven’t yet made up your mind? Look what you’re missing!   Read More