The NAPA 401(k) Managed Accounts Certificate Course is designed to help plan advisors effectively communicate, evaluate, implement, and oversee managed account programs in employer-sponsored retirement plans. This program serves as a guide to understanding the operational and fiduciary considerations required for prudent selection and management of these investment services within retirement plans.

Created by some of the nation’s leading retirement education resources, this program will help you:

• Build Managed Account Programs by understanding key terminology, historical trends, and by developing the participant profile.
• Monitor your Fiduciary Responsibility by developing prudent processes, understanding the fee structures, and identifying fee reasonableness.
• Enhance your service offerings by explaining opportunities and challenges with implementation, plan transition, and through identifying proprietary and non-proprietary solutions.
• Empower yourself as a dedicated resource through proper documentation identification and through thorough plan sponsor engagement and plan development.

Learn more about the program on the NAPA 401(k) Managed Accounts website.

This certificate course will be accessible for 365 days following purchase date.