FIRM PARTNER BENEFITS Broker Dealers & RIAs

20 22

The National Association of Plan Advisors (NAPA) was created by and for retirement plan advisors.

Our purpose is to create a framework of policy that gives every working American the ability to have a comfortable retirement.

NAPA is the only advocacy group exclusively focused on the issues that matter most to advisors who work in the retirement plan industry.

290+Firm Partner Members

17,000+Individual Members

MEMBERSHIP BREAKDOWN

95%Advisors

AT-A-GLANCE

ARA PAC is our voice on Capitol Hill. Your Firm Partner dues ensure NAPA’s ideas and philosophies are heard, and that the private retirement plan industry is protected by advocating for public policy to expand and enhance access to retirement plans.

Your members have the opportunity to work directly with NAPA’s Government Affairs Committee (GAC). GAC represents NAPA in communications with the United States Executive Branch, Congress, and government agencies in shaping the retirement industry and protecting our members. We work tirelessly to help businesses of all types implement retirement plans and make it easier for Americans to save for a secure retirement.

Your member advisors may participate in NAPA’s annual Fly-In Forum, where the top retirement plan advisors in the country represent their plan clients and explain to lawmakers the industry’s core contributions to American workers’ efforts to save for retirement.

ADVOCACY BENEFITS

BD and RIA Firm Partner members who approve the use of CPFATM receive complimentary unlimited distribution of NAPA’s Certified Plan Fiduciary Advisor (CPFATM) training modules. In-depth, fiduciary-focused content is presented in a self-paced, interactive, online, modular and case study-based format. Advisors complete the program with a deep understanding of fiduciary roles & responsibilities and ERISA plan and investment management. Advisors must register and pass an exam to earn the CPFATM credential. All of your CPFATM designated advisors receive access to a complimentary quarterly CE webcast.

Firm Partner members receive complimentary access to NAPA’s 401(k) Practice Builder. Designed by our BD and RIA Firm Partners, NAPA’s 401(k) Practice Builder sales training program is designed for the emerging plan advisor. The program is self-paced, takes less than three hours to complete, and is approved for CFP© credit.

Firm Partner members receive complimentary access to NAPA’s newest educational program, the ESG(k) Certificate. Advisors will gain fluency in ESG principles, strategies, and screening. They will also gain insight into common questions and concerns, what questions to ask in assessing ESG investments, and how to talk about the benefits and risks of ESG investments for retirement plans.

Firm Partner members receive complimentary access to the Nonqualified Plan Advisor Certificate online program. Advisors who go through the program learn how to design, implement, and manage nonqualified plans.

Complimentary periodic, educational webcasts are provided to NAPA advisor members by our provider Firm Partners.

PROFESSIONAL DEVELOPMENT BENEFITS

NAPA Net Daily Your NAPA members receive a daily e-newsletter in their inbox each morning. A member favorite, NAPA Net Daily is designed to provide need-to-know industry information in a quick-read format. Firm

Partners can share timely announcements in the Partner Corner of NAPA Net Daily.

NAPA Black Book An Advisor’s Insider’s Guide to the Industry’s Top Broker-Dealers, Recordkeepers, DCIO Firms, TPAs, Tools & Tech, Aggregators, Financial Wellness & more. Firm Partners have prominent listing versus non-firm partners, and the opportunity to purchase an enhanced listing.

NAPA Net the Magazine Your NAPA members receive a free subscription to NAPA Net the Magazine, the official quarterly print magazine of the National

Association of Plan Advisors, featuring a mix of in-depth articles and

columns by prominent thought leaders.

NAPA Vodcasts When words alone just won’t do, NAPA’s vodcast brings members timely insights from the retirement industry’s leading voices on the most compelling topics. Firm Partners have the opportunity to create featured vodcasts on topics of interest to NAPA members.

BUSINESS INTELLIGENCE BENEFITS

NAPA has developed a unique outlet through which you can share your valuable thought leadership content with the most influential retirement professionals in the industry. You can now provide news, information, and white papers on NAPA-Net Daily, the NAPA-Net website, and even NAPA Net the Magazine, reaching more than 35,000 readers while driving additional traffic to your website and resources.

NAPA FIRM PARTNERS MAY LEVERAGE THE FOLLOWING:

Featured News and Content: NAPA Firm Partners can have their content highlighted as the “Featured Content” of the day on the NAPA-Net Daily up to 20 times during the contracted period, linking readers to thought leadership articles on your website.

White Paper: NAPA Firm Partners have the opportunity to post a text-link message on the NAPA-Net Daily up to 10 times during the contracted period as a “featured” white paper.

Print Thought Leadership Exposure: NAPA-Net the Magazine has a section devoted to featured articles contributed by Content Contributor Partners, with a link to your website where the content is hosted.

Content Marketing Side Column: NAPA-Net.org news includes a side column for content marketing on the NAPA-Net website with links back to where the content is hosted.

Executive Interview: NAPA will provide a freelance editor to write a full-page, sponsored, executive interview.

NAPA CONTENT MARKETING

Your top advisor members may participate in NAPA’s annual Top Advisor Under 40 – the “Aces” – list. Winners are published on NAPA’s portal as well as in NAPA Net Daily, and are profiled in the summer issue of NAPA Net the Magazine.

Your top firm members may participate in NAPA’s annual Top DC Advisor Team. Winners are published on NAPA’s portal as well as in NAPA Net Daily, and are profiled in the winter issue of NAPA Net the Magazine.

Attendees receive a substantial registration discount to the NAPA 401(k) Summit.

Established in 2015, NAPA Top Women Advisors are nominated by NAPA Broker-Dealer/RIA Firm Partners and evaluated by a panel of senior advisor industry experts based on responses to an application comprised of a series of quantitative and qualitative questions about their experience, the size and composition of their practice, awards and recognitions, and industry contributions. Winners are profiled in the spring issue of NAPA Net the Magazine.

NAPA NETWORKING BENEFITS

JOIN US

What NAPA offers

is the ability for us to pull together a collective, strong message...we can say to Congress, and to the President, ‘This is what can make a difference.’ And if we don’t, as an industry, drive that change from within, the fear is our politicians will force change upon us.

Joe Brumel NAPA MEMBER

“

” The great thing

about NAPA, is that not only does it provide us with a voice in Washington, it also provides us with business intelligence... tools...and best practices.

Timothy Rice NAPA MEMBER

“

”

NAPA FIRM PARTNER GROUP MEMBERSHIP PRICING

Total Firm Employees(including affiliated advisors)

Complimentary NAPA Memberships 2022 Dues

1-25 10 $1,000

26-50 25 $3,250

51-250 50 $6,500

251-500 75 $9,750

501-1,000 100 $13,000

1,001-2,000 250 $16,250

2,001-3,000 375 $19,500

3,001-5,000 750 $26,000

5,000+ 1,250 $32,500

5,000+ 2,000 $ 34,000

Firm Partner Credential Maintenance Fee $72

Individual Membership Pricing 2022 Dues

Individual Credentialed $640

Individual Non-Credentialed $475

MEMBERSHIP PRICING

2022 FIRM PARTNERSHIP

FOR MORE INFORMATION, VISIT

napa-net.org