Joining NAPA could be one of the best business decisions you’ll ever make.

There are plenty of membership organizations out there for financial advisors but only one – NAPA -focuses exclusively on the growing needs of advisors working in the 401(k) market.  That’s why NAPA was created: to fill the void, elevate the presence, and ensure that plan advisors’ issues are heard by policymakers.  Download a NAPA membership application now.



NAPA’s Mission
NAPA’s mission is to be a leader in the evolution of the national retirement system to improve transparency, effectiveness, and governance in an effort to improve the retirement outcome for participants.

Core Principles 

1. The retirement industry is in transition and NAPA is a leader for positive change.
2. NAPA’s core purpose is to enhance retirement security in America.
3. NAPA members focus on providing high quality, professional advice to retirement plans and/or their participants.
4. NAPA members are committed to leading the transition to a more transparent, effective, professionally governed retirement system.
5. NAPA members may serve as either fiduciaries or non-fiduciaries, but are committed to clearly disclosing their fiduciary or non-fiduciary status to their ERISA retirement plan clients.
6. NAPA members pledge to comply with all requirements relating to retirement plans that are or will be required by the SEC, DOL, or any other governing agencies.
7. NAPA members pledge to maintain ethical standards in their representation of plan sponsor and participant clients and will strive to service them under a process that puts their clients’ interests first

Get Involved
All members of NAPA are individuals and all members are encouraged to participate on NAPA committees, such as Government Affairs, Membership, Education, and the Leadership Council, except that only advisors can be voting members of the Leadership Council. 


Join NAPA Now!
Besides supporting the organization that will support you in Washington, NAPA members will also have access to these benefits: 

 
SAVINGS ON CONFERENCES, WEBCASTS AND PROFESSIONAL DEVELOPMENT
• Receive the Member rate on registration to The ASPPA 401(k) SUMMIT  ($300 savings vs. non-members)
• Register for four (4) FREE quarterly NAPA webcasts (non-NAPA members, including ASPPA members, pay $99 each, totaling $396 in value)
• Receive the Member rate for all NAPA, ASPPA, ACOPA and NTSAA webcasts (save $70 apiece vs. non-members)
• Save on study materials and examinations leading to the Qualified Plan Financial Consultant (QPFC) credential

BUSINESS INTELLIGENCE
• Receive NAPA Newsletter, a bi-monthly enewsletter published by retirement plan advisors for retirement plan advisors.
• Receive NAPA Now, a periodic electronic alert written by the NAPA Government Affairs Committee focusing on legislative and regulatory issues of significance to plan advisors.
Read More: Business Intelligence

LEADERSHIP AND NETWORKING OPPORTUNITIES
• Volunteer and network on NAPA’s Government Affairs, Education or Membership Committees
Read More: Leadership and Networking

ADVOCACY
• Your voice matters in NAPA and ASPPA’s campaigns in Washington.
• Key 2012/2013 issues: Tax Reform, Fee Disclosure, Definition of a Fiduciary
Read More: Advocacy

FREE membership in 2012 is provided to individuals who are employees of a NAPA Founding or Firm Partner or who are registered with a broker-dealer or registered investment advisor that is a NAPA Firm Partner.  After 2012, and with the Founding or Firm Partner’s continued participation, these members will receive 50% off the regular dues price ($195 vs. $395).

Download a NAPA membership application now. Once completed, fax to 703-516-9308 or mail to NAPA, PO Box 34725, Alexandria VA 22334-0725.

Questions? Call Jeff Hoffman, Sr. Director, Business and Membership Development at 703-516-9300 x119 or email jhoffman@asppa.org.