Browsing Tag
National Association of Plan Advisors (NAPA)
39 posts
Goodbye—With Gratitude
Look for the same great stories and join me in wishing my colleagues all the best
October 25, 2022
The Benefits of a Nonqualified Plan Focus: Jeff Acheson
'You should know this market because it could be additional revenue and help you build a moat around your qualified plan business'
September 19, 2022
Corby Dall’s TAPO Redux: Taking the NAPA Helm
QUITE A BIT has happened since we first featured Corby Dall as a TAPO in November 2018. His…
May 3, 2022
Retirement Learning Center’s John Carl Dies Suddenly
In addition to several teaching and volunteer positions, Carl served on the Government Affairs Committee for the National Association of Plan Advisors (NAPA)
April 25, 2022
Graff’s Path: The ARA CEO on Bipartisanship, the Coverage Gap and What’s Next for the Organization
Graff joined us to discuss his anniversary and his achievements but true to form he preferred to keep the focus on the ARA.
November 15, 2021
The Assaley Doctrine—What the NAPA President Wants to Achieve: Wealth@wor(k) 2021
'It’s sitting down with employees and helping them understand and develop greater financial know-how and literacy'
October 27, 2021
ARA’s Graff Projects 51 Million New Retirement Savers if Two Bills Get Passed
Brian Graff, CEO of the American Retirement Association and Executive Director of NAPA, shared some eye-opening projections during…
July 30, 2021
Episode 25: NAPA President-Elect Alex Assaley on the Massive Student Debt Problem and What to Do About It
Sponsored By: With a total of roughly $1.7 trillion, student loan debt is a major issue for many…
May 10, 2021
Episode 16—Nevin Adams, Chief Content Officer at the American Retirement Association, on the BIG Retirement Story of 2020
“2020 has certainly been one long, enduring rainy day.” We needed a clear thinker with a comprehensive view…
December 28, 2020
115 Recognized on 2020 NAPA Top Women Advisors List
The National Association of Plan Advisors (NAPA) recently announced its 2020 list of NAPA Top Women Advisors, honoring…
November 9, 2020