Press Release

NAPA Launches its Latest Certificate Program: 401(k) Managed Accounts

Issued by National Association of Plan Advisors [NAPA]

May 20, 2025

Professional management, greater personalization, tax efficiency, and increased transparency — not to mention the potential for better risk-adjusted returns — are just a few of the reasons managed accounts are prevalent in retirement plan menus.

Plan participants increasingly want them, and plan sponsors are increasingly offering them.

It's why advisors need managed account education and experience, and why the National Association of Plan Advisors (NAPA) launched its new 401(k) Managed Accounts Certificate.

According to the organization, the NAPA 401(k) Managed Accounts Certificate empowers plan advisors with the knowledge and tools to confidently evaluate, implement, and manage managed account programs within employer-sponsored retirement plans.

Built on leading retirement education resources, this streamlined course covers key fiduciary and operational considerations, helping advisors strengthen their service model, stay competitive, and deliver greater value to clients.

What Plan Advisors Learn

• Grasp key terminology, fiduciary roles, and the evolution of managed account programs.
• Establish a prudent process for selecting, monitoring, and replacing managed account providers, including fee benchmarking.
• Operationalize managed account programs within your practice, including both proprietary and third-party solutions.
• Navigate plan transitions effectively while identifying opportunities to integrate managed accounts into broader business strategies.
• Update core documentation and develop targeted communication strategies for plan sponsors and participants.
• Unique education access code

How It’s Presented

Streamlined content means small chunks of information make topics easier to learn and more accessible to less experienced professionals. The resource materials and brief advisor challenges test and reinforce mastered concepts and information, while real-life examples and case studies enhance comprehension and retention.

Finally, it’s presented as an online and interactive self-paced experience, so advisors control how fast learning takes place.

Next Steps

For those ready to take the next step, get started by visiting

napa-net.org/401kmanagedaccounts and use the code NAPA_MA at checkout.

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