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NAPA Net the Magazine Names the Top 75 DC Industry Wholesalers

April 10, 2014

The National Association of Plan Advisors (NAPA) names the defined contribution industry’s top 75 wholesalers in the latest issue of NAPA Net the Magazine. These wholesalers may be under-recognized as vital components to the industrbut they remain an ever-growing essentiality to helping plan advisors grow their DC business. “Wholesalers have to be the consummate “Wingmen”… Continue reading

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NAPA Taps Dimitriou as NAPA President for 2014-2015

March 24, 2014

Steven Dimitriou, AIF, AAMS, PRP, has been named President of the National Association of Plan Advisors. At the opening session of the 2014 NAPA 401(k) Summit March 23, Marcy L. Supovitz, NAPA’s founding president, passed the gavel to Dimitriou, who will serve as president for 2014-2015. Dimitriou, a managing partner at Mayflower Advisors, LLC, in… Continue reading

NAPA Honors Kathleen Kelly with 401(k) Advisor Leadership Award

March 24, 2014

The National Association of Plan Advisors is proud to honor Kathleen A. Kelly, CRPS, AIFAwith NAPA’s prestigious 401(k) Advisor Leadership Award at the annual NAPA 401(k) Summit. The award designates the best advisor in the industry excellence in leadership, career achievement and client service. “This is among my favorite moments throughout NAPA’s year. Honoring and… Continue reading

On Wall Street, Op-ed: The Not So Uniform Fiduciary Standard

July 9, 2013

Labeling all advisors “fiduciaries” even though they operate under different sets of rules will not magically make the existing misunderstandings go away.

NAPA Releases Top Retirement Plan Industry Lists

May 24, 2013

The National Association of Plan Advisors (NAPA) released three unique lists of approximately 100 providers and broker dealers serving the defined contribution and 401(k) retirement plan industry.