Industry Partnership

Industry Partnerships, Affiliations and Memberships

Benefits Partners Benefits Partners designs and implements innovative, customized strategies and promotes the exchange of "best practices," ideas and strategies among its members - who are among the leading benefits practice firms in their region. Benefits Partners' primary business lines are health and welfare, retirement services, executive benefits, and property & casualty.

Retirement Plan Advisory Group

Retirement Plan Advisory Group is a wholly owned subsidiary of National Financial Partners (NFP). More than seven hundred independent advisors—at the top of their profession—have joined forces to take advantage of our unique perspective, strategic approach and expertly crafted system for investment analysis, benchmarking, plan support and communication.

ASPPA American Society of Pension Professionals & Actuaries

ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals. The membership is comprised of the many disciplines supporting retirement income management and benefits policy. Members are part of the diversified, technical, and highly regulated benefits industry. ASPPA represents the most committed individuals of the profession—those who have made a career of retirement plan and pension policy work.

Master Level Member of the 401(k) Coach Program

The 401k Coach® Program offers expert training to develop the skills, systems and processes necessary to excel in the 401(k) industry. Members and graduates of our programs return to their practice with actionable ideas to grow their business and efficiently manage the responsibilities of being an entrepreneur in this ever-changing industry.

CFDD Center for Fiduciary Due Diligence

The Center for Due Diligence (CFDD) is an independent information and strategic services firm serving the retirement plans industry. Formerly the premier provider of 401(k) program competitive analysis, the CFDD is now focused on providing unbiased resources, industry leading conferences, ERISA Advisor Evaluation services and internet broadcasting.

Western Pension and Benefits Conference

WP&BC is recognized as the premier educational and professional organization in the western United States for the dynamic field of employee benefits. Our purpose is to educate, provide information, and foster sound principles of benefit plan governance within the industry.

National Association of Health Underwriters

NAHU members service the health insurance needs of large and small employers. NAHU's primary goal is to do everything we can to promote access to affordable health insurance coverage. NAHU provides its members with professional conferences and networking functions, publications and business-development tools.

Fi360

Fi360 promotes a culture of fiduciary responsibility and improves the decision making processes of investment fiduciaries and other financial service providers. Fi360 solutions include educational training programs, the AIF and AIFA professional designations, analytical and reporting technology and ongoing support for all types of fiduciaries and financial service providers, including advisors, wealth managers, plan sponsors, trustees, brokers, accountants, lawyers and more.