Industry Partnerships

National Association of Plan Advisors (NAPA)

Who they are

NAPA, a part of the American Retirement Association, is a professional society and advocacy group exclusively focused on the issues that matter to retirement plan advisors and their clients. Their core values mirror ours, as they focus on improving the retirement security of working Americans.

The benefit to our clients

Not only does NAPA provide us with a wealth of up-to-date industry knowledge to support our clients, it also operates as our collective voice in Washington, D.C., guiding and advocating for legislative and regulatory actions that benefit retirement plans, the employers that sponsor them, and the employees that benefit from them.

Ameritas Investment Corp (AIC)

Who they are

Ameritas Investment Corp. serves as our independent broker-dealer and Registered Investment Advisor (RIA). Due to our heavily-regulated industry, AIC assists us in processing our investment business and remaining compliant with investment laws and regulations.

The benefit to our clients

AIC is a Registered Investment Advisor, which allows us to provide our services as an Investment Advisor Representative. As such, we can do so as an independent, unbiased co-fiduciary along with the financial strength and resources of a national broker-dealer.

Check the background of this investment professional on FINRA's BrokerCheck.