National Association of Plan Advisors (NAPA)

📜 Designation Highlights

CPFA® – Certified Plan Fiduciary Advisor: Recognizes advisors who demonstrate expertise in fiduciary responsibilities, plan design, and participant outcomes for employer-sponsored retirement plans.
(k)RS™ – 401(k) Rollover Specialist: Focuses on rollover compliance and best practices for advisors assisting clients with IRA and plan-to-plan transfers.
N(k)S™ - NAPA Qualified 401(k) Specialist: Demonstrates advanced knowledge in selling, servicing, and advising on defined contribution retirement plans.
QPFC - Qualified Plan Financial Consultant Recognizes financial professionals with expertise in retirement plan consulting, sales, and client relationship management.

🧭 Overview

The National Association of Plan Advisors (NAPA) is a professional organization created by and for retirement plan advisors. As an affiliate of the American Retirement Association (ARA), NAPA advocates for policies that strengthen retirement security and supports advisors through education, credentialing, and industry leadership.

NAPA’s mission is to elevate the role of plan advisors in improving retirement outcomes for American workers. Its designations—such as CPFA® and (k)RS™—equip professionals with the technical knowledge and ethical framework needed to serve plan sponsors, fiduciaries, and participants across 401(k), 403(b), and other employer-sponsored plans.

🤝 Community & Support

NAPA supports a nationwide network of over 20,000 members through conferences, publications, and peer collaboration. Signature events include the NAPA 401(k) Summit and the Rise Women in Retirement Leadership Forum. Members gain access to business intelligence, legislative updates, and continuing education tailored to the evolving retirement landscape.

📜 Designation Highlights (Recap)

Website: napa-net.org
Founded: 2014
Headquarters: Arlington, VA, United States
Phone: 703-516-9300
Credential Focus: Retirement plan fiduciary education, rollover compliance, participant engagement
Flagship Designations: CPFA®, (k)RS™