NAPA’s Qualified 401(k) Specialist N(k)S™
NAPA's 401(k) Specialist (N(k)S™) credential program equips retirement plan professionals, in client-facing roles, with essential knowledge and skills for managing and selling defined contribution (DC) retirement plans. This targeted training enhances understanding of 401(k) plan setup, maintenance, and compliance, focusing on effective client engagement. The N(k)S™ Credential showcases your knowledge in 401(k) sales and consultation preparing you to successfully navigate client interactions.
- Type Certification
- Level Intermediate
- Cost Paid
Skills
- 401(k) Administration and Nondiscrimination Testing
- 401(k) Eligibility and Vesting
- 401(k) Fiduciary Responsibilities
- 401(k) Plan Design
- 401(k) Plan Qualifications
- 401(k) Reporting and Disclosures
- 401(k) Sales Process
- 401(k) Tax Credits
- Client Relationships
- Client Satisfaction
- Plan Sponsor Communication