NARSSA Code of Professional Conduct
The National Association of Registered Social Security Analysts (NARSSA) is committed to maintaining high standards of professionalism, ethics, and client care. This Code of Professional Conduct outlines the principles that guide the personal and professional behavior of Associate Members and Registered Members (RSSA®). All members agree to uphold these standards as a condition of membership and continued participation in NARSSA programs.
Honesty & Integrity
Members are expected to conduct themselves with honesty, integrity, and professionalism in all personal and professional activities. This includes communicating truthfully with clients, accurately representing qualifications and services, and avoiding misleading statements or practices. Members are expected to uphold the reputation and integrity of NARSSA and the RSSA® credential.
Client-First Duty & Independence
Members agree to act lawfully and in the best interests of their clients. When potential conflicts of interest arise, members are expected to disclose them appropriately and act with independence and objectivity. Where applicable, members agree to adhere to fiduciary principles, including those reflected in the U.S. Department of Labor Fiduciary Rule and related guidance.
Education & Professional Competence
Members commit to maintaining the knowledge and skills necessary to competently support clients on matters related to Social Security and its interaction with retirement income, Medicare, and related benefits. Members agree to:
- Stay informed of relevant laws, regulations, and legislative changes
- Complete required continuing education and renewal requirements
- Exercise reasonable care in understanding each client's individual circumstances, recognizing that Social Security decisions are highly personal and situational
Confidentiality & Data Security
Members are obligated to protect the privacy and confidentiality of client information. Unless required by law, members will not disclose confidential personal or financial information without client permission. Members are expected to maintain reasonable administrative, technical, and physical safeguards to protect sensitive data, including Social Security numbers and dates of birth. In the event of an unauthorized data breach, consideration will be given to whether appropriate data security policies, procedures, and safeguards were in place and actively maintained.
Professional Accountability
Adherence to this Code is essential to maintaining the value and integrity of NARSSA membership and the RSSA® credential. Failure to comply with these standards may result in disciplinary action, including suspension or revocation of membership or credential status.
NARSSA periodically reviews and updates this Code to reflect evolving laws, regulations, and professional best practices.