Professional Associations

                                                                        

 

 

                                                                        As a professional society, NAPA is uniquely committed to seven core

                                                                        principles of advisors serving employer-sponsored retirement plans:

  1. The retirement industry is in transition and NAPA is a leader for positive change.

  2. NAPA’s core purpose is to enhance retirement security in America.

  3. NAPA members focus on providing high quality, professional advice to retirement plans and/or their participants.

  4. NAPA members are committed to leading the transition to a more transparent, effective, professionally governed retirement system.

  5. NAPA members may serve as either fiduciaries or non-fiduciaries, but are committed to clearly disclosing their fiduciary or non-fiduciary status to their ERISA retirement plan clients.

  6. NAPA members pledge to comply with all requirements relating to retirement plans that are or will be required by the SEC, DOL, or any other governing agencies.

  7. NAPA members pledge to maintain ethical standards in their representation of plan sponsor and participant clients and will strive to service them under a process that puts their clients’ interests first.

                                                                                 ASPPA, and its three sister organizations — ACOPA, NTSA and NAPA — comprise the              

                                                                                 American Retirement Association, the premier national organization for retirement plan 

                                                                                 professionals in the industry. Based in the Washington, D.C. area, ASPPA is a non-profit 

                                                                                professional organization with two major goals: to educate retirement plan professionals, and to create a framework of public policy that gives every working American the ability to have a comfortable retirement.  

                                                                                        The North Carolina Defense Business Association is comprised of a group of businesses

                                                                                        with interests in military contracting, government affairs and supporting the state’s

                                                                                        military installations. The Association is comprised of a vast networking group of

                                                                                        defense contractors, private businesses, Chambers, Economic Developers,

                                                                                        municipalities, military leadership, Universities, and Community Colleges that is

                                                                                        reaching across the state to provide a networking opportunity that promotes doing

                                                                                        business in North Carolina.

Through the College of Financial Planning, the Chartered Retirement Plans Specialist℠ or CRPS® designation is the nation’s premier credential focusing on retirement plan administration. Master the process of designing, installing, and maintaining company retirement plans while earning this unique designation.

The Center for Fiduciary Studies is the standards-setting body for Fi360 and is supported by a team of experienced investment practitioners, attorneys, educators, and other professionals.  The Center for Fiduciary Studies develops and maintains the Prudent Practices™ defined in our handbooks and awards the Accredited Investment Fiduciary® (AIF®) and Accredited Investment Fiduciary Analyst® (AIFA®) professional designations.  In addition, the Center is responsible for overseeing the body of knowledge that forms the basis for the AIF and AIFA curriculum, examination, and certifying qualifications.

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SUMMIT RETIREMENT PARTNERS

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