NAPA NET. NAPA Net. Media Kit. Plan Advisor Portal. Plan Advisor Portal

Transcription

1 NAPA NET Media Kit NAPA Net

2 MISSION The National Association of Plan Advisors is a nonprofit organization dedicated to providing a voice in Washington and beyond for the leading retirement plan advisors in America. The organization has instant credibility in the marketplace through its sister organization, ASPPA. NAPA is not only dedicated to representation, it is also committed to providing timely and highly relevant content to the greater advisor community through thought leadership, legal and regulatory information, data, news and information. The hub for this information is now the NAPA Net web portal and the NAPA Net Daily newsletter. The NAPA Net Daily and NAPA Net Portal launched in NAPA 2 NAPA Net NET

3 Who s behind NAPA NET? Plan Advisors! In fact, the National Association of Plan Advisors was created by advisors for advisors. The board of NAPA consists of key advisors.. In addition, the development of the portal was formatted based on focus groups consisting exclusively of plan advisors, committee meetings with advisors and industry professionals, as well as cutting edge research and directories requested by the industry. The NAPA web portal is just what our firm needs--business intelligence and an ongoing source of organized yet unfiltered information that we can depend on and turn to each and every day. The portal is an idea - whose time has finally come, thanks to the partnership of NAPA and ASPPA. Steff Chalk CEO Fiduciary Consulting Group Cincinnati, Ohio We re in a society of information overload. Having a dedicated web portal where we can access information relevant to our industry, including the challenges in the marketplace and, really, the overall political environment that is affecting the retirement plan marketplace, is a tremendous benefit to advisors like myself. Kathleen Kelly, AIFA CEO Compass Financial Partners Greensboro, North Carolina Media Kit NAPA NET 3 NAPA Ne

4 WEBSITE A A 728 x 90 A 728 x 90 B C C 300 x 250 C 300 x 250 Ad dimensions A Top Leaderboard (728 x 90) B Skyscraper (160 x 600) C Island (300 x 250) File sizes and animation specs n 39k max file size n Three loops animation must cease after seven seconds HTML n No <span style> tags n Without JavaScript preferred JavaScript and JAVA n Accepted on a case-by-case basis B 160 x 600 B 160 x 600 Rich Media n NAPA Portal accepts only HTML including JavaScript, Java Applets, Shockwave,streaming video, etc. Standard Files n GIF & JPEG graphics to meet above file size criteria FLASH n The movie must stop animating after seven seconds. Please supply the following: n.fla FLASH movie file. n.swf compressed version of.fla n.gif alternate GIF image to be served to non-capable browsers n URL the linking UFL for the ad NAPA 4 NAPA Net NET

5 NAPA NET Technical Competence Sales & Marketing Managing a Practice plan optimization Daily News/ Newsletter Regulations & Compliance; Fiduciary Governance Social Media Strategies; Strategic Partnerships Industry Trends & Research; Service Providers DC Plan Design; Capital Preservation experts/ Conductors Jason Roberts Bob Rafter Mike Montgomery Sheri Fitts Rick Meigs Nevin Adams Fred Barstein Kathleen Beichert Glenn Dial Bill Sweeney Directories List of outsourced 3(21) & 3(38) Services Advisor Directory/ Enhanced Listing; prospecting letters & resources TPA Directory/ Enhanced Listings; fee benchmarking Directory of Retirement Income Products; asset allocation tools Sponsored Webinars How to Weather a DoL Audit; Understanding 3(38) duties Using Social Media; leveraging Working with P&C and healthcare practices Improving profitability through better CRM; finding the right broker dealer partner Using retirement income products to differentiate Sponsored Research How are advisors coping with 408(b) (2) requirements Use of Branding to Improve Awareness How Top Practices are Staffed Beyond Target Date Funds Other NAPA member-only forums Quarterly Industry Sales & Confidence Index Reports List of CE credited Events & Webinars Benchmarking performance; Research on behavioral finance Media Kit NAPA NET 5 NAPA Ne

6 PORTAL STATIONS Technical Competence Sales & Marketing Managing a Practice Plan optimization 401k Advice Advisor Branding Advisor Fees Asset Allocation Funds 401k Education Cross Selling Business Growth Strategies Balanced Funds 403b Plans Marketing Business Systems Behavioral Finance Defined Benefit Plans Prospecting Client Services Benchmarking Performance Defined Contribution Plans Requests for Proposals Industry Trends & Research DC Plan Design ERISA Sales Management Practice Management Capital Preservation Fiduciary Governance Social Media Strategies Professional Development Global Investing IRA Rollover Strategic Partnerships Service Providers Index & Passive Strategies Multiple Employer Plans Non-ERISA Plans Non-Qualified Plans Regulations & Compliance Investment Management Investment Strategies Mutual Investments Non-Mutual Fund Vehicles Retirement Income Target Date Funds NAPA 6 NAPA Net NET

7 Initial Circulations: 20,000 A x 90 File Sizes and Animation Specs n Maximum file size is 39kb. Static JPG or static GIF only. There is no rich media on the newsletter. Material Deadline B 300 x n Creative must be received three business days prior to the campaign drop. n Creative ed directly to jmckibben@napa-advisors.org n Linking URL for ad to be supplied. n URL must be in the format not www. Newsletter Advertising Rate Card ** C x 250 A Top Leaderboard (728 x 90) * $825 B Island (300 x 250) * $825 C Island (300 x 250) * $825 * Must supply text along with each ad. Up to 3 lines of text with 65 characters per line. ** Starting January 1, Webinar opportunity $15,000 Contact Erik Vander Kolk Publisher Phone: evanderkolk@napa-advisors.com Media Kit NAPA NET 7 NAPA Ne

8 NAPA FIRM PARTNERS Broker Dealer Bank of America Merrill Lynch CAPTRUST Financial Advisors Commonwealth Financial Network Financial Telesis ING Financial Partners John Hancock Financial Network LPL Financial MML Investors Services Morgan Stanley NFP Securities, Inc. Raymond James Signator Investors Transamerica Financial Advisors UBS Financial Services Wells Fargo Advisors DCiO Allianz Global Investors Distributors American Century Investments American Funds BlackRock Capital Innovations Eaton Vance Federated Investors Fidelity Investments Franklin Templeton ING U.S. Investment Management Invesco John Hancock Investments JP Morgan Legg Mason MFS Investment Management Company OppenheimerFunds PIMCO Putnam Investments RidgeWorth Investments T. Rowe Price Thornburg Investment Management Transamerica Funds Record Keeper American Funds Charles Schwab & Co. CPI Qualified Plan Consultants DailyAccess Fidelity Investments Great-West Financial ING Retirement Services John Hancock Retirement Plan Services JP Morgan MassMutual Retirement Services OneAmerica Putnam Investments T. Rowe Price Transamerica Retirement Solutions RIA 401(k) Advisors Arizona Argentus Partners Cooney Financial Advisors Dice Financial Services Group Direct Retirement Solutions EHD Advisory Services, Inc. Fiducia Group, LLC Fiduciary Consulting Group at PSA Fiduciary Consulting Group, LLC Gordon Asset Management, LLC Graystone Consulting, a business of Morgan Stanley HighTower Advisors Arizona Institutional Investment Consulting InterServ, LLC Karp Capital Management LAMCO Advisory Services Latus Group Longview Financial Partners, LLC Mayflower Advisors, LLC MCF Advisors MillenniuM Investment & Retirement Advisors Nicklas Financial Companies Precept Advisory Group Presidium Retirement Advisers Principled Advisors Retirement Fund Management Retirement Resources Investment Corp SageView Advisory Group Shea & McMurdie Financial Stonegate Wealth Management Strategic Wealth Management The Maresh Yoshida 401k Group Tsukazaki & Associates, LLC Vigilant Financial Partners Other 401(k) Rekon American National Bank of Texas Trust BenefitsLink.Com, Inc. / EmployeeBenefitsJobs.com Boston Research Group Broadridge/Matrix Financial Solutions Drinker, Biddle & Reath, LLP ERS, Inc. Fiduciary Group Fi360 GROUPIRA Integrated Retirement Initiatives NAPLIA Pension Resource Institute, LLC Retirement Learning Center ShoeFitts Marketing The 401(k) Coach Program The Retirement Advisor University The Retirement Readiness Institute The Wagner Law Group Wealth Management Systems, Inc NAPA 8 NAPA Net NET

9 Why Napa Net? With over 20,000 unique visitors per month, NAPA Net has the largest user base of any website targeting 401(k) advisors. With all of the noise we receive over from every vendor under the sun, it s comforting to know that I will be well informed and up to date with all the latest Retirement Industry news by receiving the Napa Net Daily newsletter. I love it. Michael Coelho, Managing Director, SageView Advisory Group Media Kit NAPA NET 9 NAPA Ne

10 NAPA Net Contact Erik Vander Kolk Publisher N. Fairfax Drive Suite 750 Arlington, VA