Longevity and the demise of defined benefit pension plans are causing increased concern about the possibility of outliving accumulated assets—and a corresponding interest in retirement income options... Read More
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Professional Development
BY Erika Goodwin | 1/4/2024
The Diversity Committee asked you, the members, for a wish list for programming to support inclusivity in the industry.
With everything you must manage daily, how do you prioritize tasks? Is it a... Read More
BY Ted Godbout | 12/7/2023
With talent development top of mind for RIA firms, an annual benchmarking study finds that many are casting a wider net to recruit new candidates, as well as adjusting compensation packages to help... Read More
BY NAPA Net Staff | 11/17/2023
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PenChecks COO Alexandra Gerritsen has been a hard charger... Read More
BY NAPA Net Staff | 9/27/2023
September Episode Description:
In personal branding, we’re encouraged to be authentic and diverse but then criticized when we open up, making us wonder—what does the world really want from us... Read More
BY NAPA Net Staff | 6/26/2023
PenChecks Trust Company of America and ASPPA are pleased to offer the tenth annual QKA Scholarship Program for ASPPA’s credentials, including the QKA, QKC, QPA, and CPC.
The 2023 PenChecks Trust... Read More
BY Jamie Worrell | 6/1/2023
As we grow our retirement plan advisor firms and look to ensure lasting future success, we need technically knowledgeable, well-trained team members committed to our industry.
Are we going to hire... Read More
BY Nevin E. Adams, JD | 5/16/2023
This is the time of year when the nation’s graduates line up for accolades (and their diplomas). It is, for them, a beginning—a commencement of a new phase in their life.
But ahead of that,... Read More
BY NAPA Net Staff | 1/31/2023
Broadridge Financial Solutions is launching an initiative to extend its Fi360 Accredited Investment Fiduciary (AIF) Designation Training to financial professionals from underrepresented groups at no... Read More
BY Nevin E. Adams, JD | 12/15/2022
A new survey of female advisors finds some disconnects between certain perceptions and realities—and offers insights on ways to better attract and retain women in the advisory profession.
When... Read More
BY Ted Godbout | 12/8/2022
Amid the ongoing war for talent, recruiting new staff has for the first time ranked as the top strategic priority for registered investment advisor firms, ahead of acquiring new clients through... Read More
BY Ted Godbout | 11/11/2022
A recent survey that looked at the experiences and perceptions of both women and men on the opportunities and challenges faced by female advisors in the financial services industry finds that female... Read More
BY Nevin E. Adams, JD | 10/27/2022
In a feature article in the latest issue of NAPA Net the Magazine, Nevin Adams looks at how industry execs agree that the ARA’s training and credentialing programs are their go-to resources for... Read More
BY NAPA Net Staff | 9/21/2022
As employers look for creative ways to recruit and retain executive talent in the wake of the Great Resignation, they are increasingly looking to so-called nonqualified plan designs—and the National... Read More
BY Ted Godbout | 7/12/2022
As talent shortages persist throughout the country, a new survey by The Conference Board reveals that professional development opportunities are critical for retaining employees.
In fact,... Read More
BY John Ortman | 4/1/2022
NAPA 401(k) Summit attendees got a sneak peek at NAPA’s newest (K)RS credential currently in development on Day 1 of this year’s Summit.
The Rollover Specialist (K)RS Credential... Read More
BY NAPA Net Staff | 1/26/2022
What was your first day working in the retirement plan industry like? The words “confusing,” “daunting,” or “disorienting” might come to mind.
That’s what makes providing training for new... Read More
BY NAPA Net Staff | 11/10/2021
We are pleased to announce that NAPA’s Certified Plan Fiduciary Advisor (CPFA) credential has been trademarked!
As NAPA Executive Director Brian Graff announced at the recent NAPA 401(k) Summit,... Read More
BY NAPA Net Staff | 7/14/2021
Amid growing interest in Environmental, Social and Governance investing among plan sponsors and participants, the National Association of Plan Advisors has launched a new certificate program... Read More
BY Ted Godbout | 3/25/2021
About those American Retirement Association-based credentials you’ve been putting off—bipartisan legislation was just introduced that would make it easier to pay for them.
Rep. Abigail... Read More
BY Nicole Corning | 1/8/2021
In this feature article from the Winter issue of NAPA Net the Magazine, Nicolle Corning introduces the ARA’s new Women in Retirement Council.
It’s no secret that women are in the minority when it... Read More
BY Nevin E. Adams, JD | 9/18/2020
There are a lot of great stories in this business—but none quite so interesting as the “origin” stories—the varied ways in which we all got started in the retirement plan business. This week, we gave... Read More
BY NAPA Net Staff | 1/7/2020
You need more than book learning to succeed in 401(k) administration.
That’s why the new ASPPA Qualified 401(k) Administrator (QKA)™ credential has not only been updated, but also expanded and... Read More
BY NAPA Net Staff | 12/16/2019
The new ASPPA Qualified 401(k) Administrator (QKA)™ credential is set to launch. The in-depth program has been redesigned to teach current 401(k) industry best practices and is... Read More
BY John Iekel | 9/19/2019
At a recent meeting of the Department of Labor’s 2019 Advisory Council on Employee Welfare and Pension Benefit Plans, American Retirement Association Chief Content Officer Nevin Adams offered... Read More
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