Firm Partner Membership

More than 140 Firm Partners, comprised of the largest industry providers and smallest firms, are integral to the success of NAPA. Their support has helped make NAPA the fastest-growing retirement plan organization in the history of the industry. Eligible firms include broker dealers, RIAs, DCIOs, record keepers, TPAs, investment and service providers, and other companies that support and serve plan advisors.

To view a complete list of NAPA firm partners, click HERE.

2015 FIRM PARTNER BENEFITS

Complimentary Memberships to Support Your Advisors, Executives and Staff

  • Receive complimentary NAPA memberships for your affiliated advisors and employees

NAPA 401(k) Summit

The NAPA 401(k) Summit provides a unique, interactive environment for retirement professionals who actively sell, market, support or service 401(k) plans

  • Savings of up to 28 percent off exhibit booth costs and 20 percent on sponsorships
  • Discounts on group and individual registrations for the conference
  • Recognition as a Firm Partner on the main stage, in the program guide, and on signage
  • Eligibility for complimentary private meeting space for your advisor group

NAPA D.C. Fly-in Forum

The Fly-In Forum is a two-day forum held each fall in Washington, D.C., bringing together the best of our industry to meet with congressional leaders and regulators. As a Firm Partner, you have exclusive sponsorship opportunities which include recognition on the forum’s main stage, in programs, and on signage, as well as exclusive access to speakers and complimentary invitations for qualified advisors and executives in your firm. The 2015 forum will be held in September of next year.

NAPA Net

  • Qualify for exclusive enhanced listing opportunities
    • Receive a complimentary subscription to NAPA Net the Magazine

    Complimentary Webcasts

    • Receive Firm Partner-only quarterly Washington Update webcasts from NAPA leadership
    • Access advisor-specific NAPA webcasts
    Dues 

    Annual dues for NAPA Firm Partners are calculated on the total number of affiliated advisors and employees in the firm:

    Total Number of Affiliated Advisors and Employees in the Firm

    2015 Annual Dues for Firm Partnership*

    Number of Free Individual Memberships

    1-5 $500 5
    6-25 $1,000 10
    26-50 $2,625 25
    51-250 $5,250 50
    251-500 $7,875 75
    501-1,000 $10,500 100
    1,001–2,000 $13,125 250
    2,001-3,000 $15,750 375
    3,001–5,000 $21,000 750
    5,000+ $26,250 1,250
    5,000+ $27,500  2,000

    Select NAPA membership benefits:
    • Save $325 on registrations to the NAPA 401(k) SUMMIT
    • View complimentary NAPA webcasts
    • Receive business intelligence publications including NAPA Net Daily, NAPA Net the Magazine, and access to members-only content on NAPA Net
    • Save on professional development programs
    • Access leadership and networking opportunities

    If you join on or after Nov. 1. 2015, the dues as listed include a 2016 Firm Partnership.

    Become a Firm Partner Now!

    Download a NAPA Firm Partner application now. Once completed, fax to 703-516-9308 or mail to NAPA, PO Box 34725, Alexandria VA 22334-0725.

    Questions? Call Lisa Allen at 703-516-9300 x127 or email lallen@asppa.org.