Kidder CEO becomes President of National Association of Plan Advisors

Urbandale, Iowa, November 18, 2024 – Following a three-year term as an At-Large Member
of the organization’s Leadership Council, Keith Gredys, Chairman and CEO of Kidder Advisers, became
President of the National Association of Plan Advisors (NAPA) at its recent 401(k) Summit in Nashville,
which was attended by more than 2,800 retirement industry professionals.

NAPA was founded in 2011 as an affiliate organization of the American Retirement
Association. It was created by and for retirement plan advisors, with a current membership of more
than 21,000 advisors serving more than 31,000 plans, 18 million participants and plan assets
exceeding $3 trillion.

In his presidential acceptance remarks, Mr. Gredys noted, “As an organization, we must be
prepared to withstand various attacks on the 401(k) that may take away our clients’ ability to achieve
financial independence and enjoy the fruits of their labor.

“Things affecting our industry can change quickly,” he added. “It’s critical to remember that
Washington gives and Washington takes away. We are at a point where national debt is the headline,
and folks in Washington are looking at qualified plan assets as a potential source of funds. If we do
nothing, our clients may be impacted, as will our roles as trusted advisors. As a professional society,
working together, we can help determine the future of our industry, as well as improving the financial
wellness and retirement readiness of American workers, employers and plan sponsors.”

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Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member
FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners
(IFP), a Registered Investment Advisor. IFP and Kidder Advisers, Inc. are not affiliated.