NAPA Launches 401(k) Managed Accounts Certificate Program

The National Association of Plan Advisors (NAPA) on Wednesday announced the launch of its new 401(k) Managed Accounts Certificate program.

The certificate program is aimed at empowering plan advisors with the knowledge and tools to evaluate, implement, and manage managed account programs within employer-sponsored retirement plans.

The course covers fiduciary and operational considerations to help advisors strengthen service models, stay competitive, and deliver greater value to clients.

What Plan Advisors Learn:

• Grasp key terminology, fiduciary roles, and the evolution of managed account programs.
• Establish a prudent process for selecting, monitoring, and replacing managed account providers, including fee benchmarking.
• Operationalize managed account programs within their practice, including both proprietary and third-party solutions.
• Navigate plan transitions effectively while identifying opportunities to integrate managed accounts into broader business strategies.
• Update core documentation and develop targeted communication strategies for plan sponsors and participants.

More information on the program can be found here.