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October is National Financial Planning Month — Watch CFP Board Chair Liz Miller on GMA & Download the Toolkit

2025 NAPA 401(k) Summit- Retirement Income for 401(k) Plans Certificate Bootcamp

Topic

Retirement Savings and Income Planning

Program ID

335872

Hours

3.5

Format

Live / Conference Session

Complexity

Intermediate

Description

Retirement Income for 401(k) Plans Certificate Bootcamp Wednesday, April 30 | 12:00 p.m. - 3:00 p.m. Earn your NAPA Retirement Income Certificate when attending our convenient three-hour bootcamp. As a NAPA 401(k) Summit advisor attendee, the Retirement Income for 401(k) Plans Certificate Bootcamp, is available at no additional cost.The Retirement Income for 401(k) Plans Certificate course will help advisors understand the key terminology needed to communicate with plan sponsors and participants about retirement income. Plan advisors will become familiar with the retirement income solutions that are available and learn how to implement them following a prudent process with plan sponsors and participants.

Learning Objectives

The Retirement Income for 401(k) Plans Certificate course will help advisors understand the key terminology needed to communicate with plan sponsors and participants about retirement income. Plan advisors will become familiar with the retirement income solutions that are available and learn how to implement them following a prudent process with plan sponsors and participants.