Press Release

New 2024 NAPA Black Book Now Online!

Issued by National Association of Plan Advisors [NAPA]

Dec. 17, 2024

It’s our biggest Black Book yet, and keeps growing and growing, with more company profiles and product/service offerings than ever before!

Compiling NAPA’s annual Black Book reference guide is a rewarding yet challenging task, but the results are in—and worth it.

NAPA members have long appreciated—and referenced the contents of the annual NAPA Black Book—an indispensable resource with a vast array of services, support, and products that can help make your practice more proficient.

With society’s ongoing digital transformation, AI, ChatGPT, e-newsletters, online magazine issues, pop-ups, scroll downs, and everything else that goes into the “customer experience,” we’ve given in and gone fully digital.

We’ll miss the oversized (and thick) print version, a handy reference tool to keep by one’s side, but the future is something not to resist. Look for more changes and interactive features as we continue to move forward with NAPA’s digital upgrades in the months to come!

But for now, the Black Book will look familiar and arrives just before several SECURE 2.0 provisions are set to take hold—including required automatic enrollment for new 401(k) and 403(b) plans adopted after 12/29/22).

NAPA Black Book’s goal is “to provide retirement plan advisors such as yourself with a single handy reference guide with key information points about the nation’s leading advisor partners: the size and scope of their business, target markets, select historical data trends, and of course, the means to reach out to find out more. We hope you find it useful and additive to your practice(s).”

In addition to our legacy categories (DCIOs, recordkeepers, and BD/RIAs), there are the relatively new TPA, Tools & Technology, and Financial Wellness sections.

In addition to sections for providers of health savings accounts (HSAs), nonqualified deferred compensation plan services, and fintech, there’s also a section for retirement income, which is now in its third year. A quick introduction about that particular industry sector separates each section.

There’s plenty of great information from great firms about their great resources, so be sure to check it out. Suggestions to improve it are always welcome, so please don’t hesitate to reach out. For now, we hope you find it useful and will share relevant content with your clients, colleagues, and prospects.  

YOU CAN FIND THE JUST-PUBLISHED ISSUE, AS WELL AS PAST ISSUES, ONLINE AT:

 https://www.napa-net.org/industry-content/nntm/napa-black-book/

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