LAKE OSWEGO, OR, AUG 9, 2021 – Partner and Director of Corporate Retirement Plans, Heather Wonderly, recently participated as a delegate to the National Association of Plan Advisors (NAPA) Annual D.C. Fly-In Forum, an exclusive gathering of the nation’s leading retirement plan advisors. To participate in the NAPA D.C. Fly-In Forum, delegates are required to be a NAPA member, responsible for at least $100 million in plan assets, 10+ plans, and 2000 participants with five or more years of experience servicing retirement plans.
As the nation grapples with the impact of COVID-19, the NAPA D.C. Fly-In Forum transitioned to a virtual, interactive experience. Delegates converged to engage with key congressional leaders to listen and brief them about the importance and impact of retirement plans and advocate for the employers and employees they serve. Heather was one of the many delegates selected to participate in the ninth annual NAPA D.C. Fly-In Forum.
This year’s NAPA D.C. Fly-In Forum delegates heard from Senator Ron Wyden (D-Oregon), Ali Khawar (Acting Assistant Secretary, Employee Benefits Security Administration, Department of Labor), and Congressman Earl Blumenauer. Ron Wyden recently introduced the Encouraging Americans to Save Act, which would change the nonrefundable saver’s credit into a refundable retirement plan contribution. Other policymakers were in attendance to discuss essential regulations and legislation impacting American employees.
Millions of American people depend on their employer’s retirement program as their primary retirement security. As a fiduciary, spending time with key policymakers from the Department of Labor helps Aldrich Wealth’s Corporate Retirement Plan team prioritize issues when consulting with employer clients.
“As an advocate for our employer clients and their employees, Aldrich Wealth will continue to speak up in these discussions and push the boundaries where needed to help our clients achieve their financial security goals. We support retirement provisions, such as matching contributions to student loan debt in the retirement plan for employees, providing creative solutions to help pay for emergency expenses, improving electronic notices, and increasing catch-up contributions,” says Heather Wonderly.
About Aldrich Wealth
Aldrich Wealth LP is a fee-based Registered Investment Advisory firm that provides a comprehensive and customized financial services suite to individuals, businesses and trusts. These integrated services offer clients the opportunity to grow and preserve their personal and business wealth. Aldrich Wealth’s Individual services weave together goal-based wealth management, financial and estate planning, and tax planning and preparation. Aldrich Wealth’s Corporate Retirement Plans services include investment management, recordkeeping consulting, fiduciary governance services and employee education services. Aldrich Wealth is part of the Aldrich Group of Companies, including Top 100 Accounting Firm, Aldrich CPAs + Advisors, Aldrich Benefits, Aldrich Retirement Services, Aldrich Technology and Aldrich Capital.
The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. More information about NAPA is available at www.napa-net.org