WIPN is all about making connections that count.

That’s why we have teamed up with several organizations that perform valuable services related the retirement community. Through these partnerships, we can support each others’ efforts and provide valuable benefits to our members.

Our Strategic Partners


Financial advisors want to scale their practice, but aren’t sure what steps to take next. Advisor2X events provide content, connections, and experts along with an actionable plan to help financial advisors double their practice. Check out the Advisor2X website to learn more.

Based in the Washington, D.C. area, the American Retirement Association (ARA) is a non-profit professional organization with two major goals: to educate all retirement plan and benefits professionals, and to create a framework of policy that gives every working American the ability to have a comfortable retirement.

With 20,000+ members, ARA is comprised of five premier retirement industry associations: the American Society of Pension Professionals & Actuaries (ASPPA), the ASPPA College of Pension Actuaries (ACOPA), the National Association of Plan Advisors (NAPA), the National Tax-deferred Savings Association (NTSA), and the Plan Sponsor Council of America (PSCA).

Broadridge Fi360 empowers financial intermediaries to use the Prudent Practices® to profitably gather, grow and protect investors’ assets with a fiduciary standard of care. Our training, technology and analytics make implementing a prudent process for all clients easier at every step. Learn more at https://www.fi360.com

Learn more about WIPN’s partnership with Fi360 at www.fi360.com/wipn

The Defined Contribution Institutional Investment Association (DCIIA) is a non-profit association
dedicated to enhancing the retirement security of America’s workers. To do this, DCIIA fosters a
dialogue among the leaders of the defined contribution community who are passionate about
improving defined contribution outcomes. To learn more, visit https://dciia.org
WIPN is pleased to offer current DCIIA members with a special membership rate. To take
advantage of this rate and the benefits of WIPN, simply click the “Join” button in the top right
and then select “Strategic Partner Member”

Visit the PLANSPONSOR website for the latest industry news, best practices, awards, conference/event details and more. Sign up for your free subscription to the PLANSPONSOR NewsDash newsletter.

Visit the PLANADVISER website for the latest industry news, practice development strategies, awards, conference/event details and more. Sign up for your free subscription to the PLANADVISERDash newsletter.

TRAU, The Retirement Advisor University in collaboration with UCLA Anderson School of
Management Executive Education is the first retirement planning certification program
associated with a nationally recognized institution of higher learning. Learn more at

More details on WIPN’s partnership with TRAU coming soon