401(k) Rollover Specialist (k)RS™

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 new regulations for recommending rollovers to individual retirement accounts (IRAs), from one plan to another plan, and from one IRA to another IRA.

WHY DO I NEED IT

In 2021, retirement plan participants rolled over $700 billion in DC plan assets, with 86% of those rollovers occurring through existing participant-advisor relationships. IRA accounts reached a record high of $14.3 trillion in Q3 2021, constituting 35% of the total U.S. retirement market and 95% of traditional IRA inflows in the last decade, with projections to surpass $1 trillion by 2028.

As demand for knowledgeable rollover specialists grows, the NAPA (k)RS™ Rollover Specialist provides you with a competitive advantage and the in-depth understanding you need for best-interest rollover recommendations, backed by the most trusted name in retirement industry education.

Enhance your skillset and boost your career by enrolling in the NAPA (k)RS™ credential program, positioning yourself as a knowledgeable, trustworthy professional in a growing market. Your clients – and your business – will thank you.

WHAT IT TAKES

• Purchase/Complete the Online Prep Course  (Available to NAPA Members and through Sponsored Bootcamps at no cost)
• Read the NAPA (k)RS™ Candidate Handbook.
• Pass the designation exam.
• Apply for NAPA credentialed membership.

ADDITIONAL RESOURCES

• NAPA Exam Policy
• Disciplinary Procedures