National Association of Plan Advisors

The National Association of Plan Advisors (NAPA) is a branch of the American Retirement Association, designed specifically for retirement plan advisors. Other professionals in the retirement sector who share the goals of plan advisors can also join. In the financial services sector, various trade organizations advocate for advisors in Washington, but NAPA stands out as the sole group dedicated to the unique concerns of retirement plan advisors. This singular focus is what distinguishes NAPA from other associations.

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Financial Finesse Names New President for Next Phase of Growth

1 week ago | napa-net.org | Ted Godbout

To accelerate growth and meet rising demand for financial coaching, Financial Finesse has announced the appointment of industry veteran Todd Lacey as President. Lacey, who has nearly 30 years of experience leading high-growth companies, will play a critical role in driving the next phase of Financial Finesse's expansion and meeting the growing demand for personalized financial coaching solutions, the firm noted in its announcement.
DOL Seeks More Time on Fiduciary Rule Litigation

1 week ago | napa-net.org | Ted Godbout

The Department of Labor on Monday requested additional time to determine its next steps on the consolidated federal court case challenging the retirement security rule finalized under the Biden administration. According to the motion filed with the U.S. Court of Appeals for the Fifth Circuit by the Department of Justice, the DOL is requesting an additional 60 days. This past February, the Fifth Circuit previously granted the DOL a 60-day stay so that the department could consider its next steps.
Americans’ ‘Magic Number’ for Retirement Drops with Inflation

1 week ago | napa-net.org | Ted Godbout

After a considerable jump from the previous year, Americans’ “magic number” to retire comfortably in 2025 is $200,000 less than last year and nearly flat with 2022 and 2023 estimates. According to Northwestern Mutual’s 2025 Planning & Progress Study, the amount that Americans believe they will need to retire comfortably in 2025 is $1.26 million, down from $1.46 million in 2024, and on par with the $1.27 million and $1.25 million cited in 2023 and 2022, respectively.
How the Sweeping Tariffs Might Impact the 2026 Social Security COLA

1 week ago | napa-net.org | Ted Godbout

While the across-the-board tariff policy announced in early April didn’t necessarily have an impact on the current projections for the 2026 Social Security COLA, that could change in the coming months. Estimates by The Senior Citizens League (TSCL) based on consumer price data for March predict that the 2026 COLA will be 2.3%, which is 0.1 percentage points higher than last month’s prediction and 0.2 percentage points lower than the 2.5% COLA for 2025.
House Narrowly Approves Budget Plan, Teeing Up Tax Cut Extension

2 weeks ago | napa-net.org | Ted Godbout

After having been forced to delay the vote for a day over deficit reduction concerns, the House of Representatives pushed forward with a cliffhanger vote, approving the Senate’s budget blueprint that sets the stage for making the Tax Cuts and Jobs Act (TCJA) permanent. The House on Thursday voted 216-214 to pass the Senate Amendment to H. Con. Res. 14, with two Republicans and all Democrats voting against the measure, while two Republicans missed the vote.
Atkins Confirmed by Senate to be SEC Chair

2 weeks ago | napa-net.org | Ted Godbout

Paul Atkins, who was nominated by President Trump to be Chairman of the Securities and Exchange Commission, was confirmed by the U.S. Senate 52-44 in a Wednesday evening vote. Because Atkins was nominated to replace former Chairman Gary Gensler, who resigned at the start of the Trump administration, his term runs only through June 5, 2026, instead of the typical five years.
Retirees More Inclined to Spend from Lifetime Income Bucket

2 weeks ago | napa-net.org | Ted Godbout

When it comes to spending in retirement, a new study reveals that retirees are far more likely to spend from lifetime income sources, rather than other categories of wealth, such as wage income, capital income or savings.
Controversial Retirement Plan Bill for Private Sector Workers Reintroduced in House

2 weeks ago | napa-net.org | John Sullivan |Ted Godbout

Rep. Lloyd Smucker, R-Pa., reintroduced the Retirement Savings for Americans Act (RSAA) on Monday, a bicameral, bipartisan bill that supporters said would give uncovered private-sector workers access to a federally run retirement plan. First introduced in December 2022 and then again in October 2023, the federal retirement plan would include a matching contribution for low- and middle-income workers, but only for those who participate in the plan.
HSA Assets Reached Another Record High in 2024

2 weeks ago | napa-net.org | Ted Godbout

Aided by consistent growth and favorable market conditions, HSA assets expanded significantly during 2024, according to Devenir’s 29th semi-annual Health Savings Account survey. By year-end, HSA assets reached nearly $147 billion across over 39 million accounts, reflecting a year-over-year increase of 19% for assets and 5% for accounts. What’s more, HSA investment assets maintained strong growth, supported, in part, by a growing recognition of HSAs’ long-term benefits.
DOL Clarifies Annual Funding Notice Requirements Following SECURE 2.0

2 weeks ago | napa-net.org | John Iekel

ERISA and SECURE 2.0: Which to follow regarding funding notice requirements? The Department of Labor has issued a field assistance bulletin (FAB) to settle the apparent conflict in the Hobson’s choice of whether to be in compliance. Section 101(f) of ERISA generally requires the administrators of defined benefit plans to furnish an annual funding notice to participants, beneficiaries, the Pension Benefit Guaranty Corporation, and certain other persons.