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Business Intelligence

As a NAPA member, you’ll also benefit from:

  • Free members-only webcasts on a wide range of topics important to your business
  • Members-only briefing calls on breaking news and issues, plus insight on what those issues mean to you and your clients
  • Access to a network of industry experts and thought-leaders
  • A substantial discount on registration for the 401(k) SUMMIT, the industry’s leading conference for retirement plan advisors (this discount alone nearly recoups your membership investment)

“Anyone who provides investment advice or consulting to retirement plans should consider getting involved with NAPA,” says Pete Swisher, senior institutional consultant with Unified Trust Company in Lexington, Ky. “Brokers, RIAs, product vendors, recordkeepers, and even some attorneys will benefit. These are watershed times in our industry and anyone serious about retirement plans needs to stay close to the debate—get involved, hear what’s going on in Washington, make your voice heard, and continually reevaluate your own service model. Think of NAPA as a source for business intelligence you can’t get anywhere else.”

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