Coming Soon
The 401(k) Rollover Specialist (k)RS™ credential — developed by some of the nation’s leading advisors and retirement plan experts — demonstrates your knowledge, expertise, and commitment to assisting clients with rollovers. Wealth management and retirement plan advisors who earn the (k)RS™ credential demonstrate the expertise required to comply with PTE 2020-02 to make best-interest recommendations for rollovers from plans to individual retirement accounts (IRAs), from one plan to another plan, and from one IRA to another IRA.
For more information, and to receive a copy of the 401(k) Rollover Specialist (k)RS™ BD/RIA Kit, click here to contact NAPA’s Director of Education Sales.