3 Major Spring Retirement Industry Events: The Highlights

Some of the biggest live events in the retirement industry are set for April and May. Here’s a look at what’s on tap

Ready to travel for work again? You’re in luck, as there’s plenty of opportunities to attend retirement industry events this Spring, and some top-flight speakers are set to keynote.

Here’s a closer look at three notable retirement industry events on the docket in April and May.

NAPA 401(k) Summit

When & Where: April 3-5, Tampa, Fla.

Website: https://napasummit.org/

The Pitch: “The NAPA 401(k) Summit is the nation’s largest and most prestigious conference for retirement plan advisors, and the only industry convention that delivers actionable, unbiased content designed by advisors, for advisors. Whether you need high-level insight into what’s happening on Capitol Hill or practical knowledge that helps you manage and grow your business, the 401(k) Summit has something for you.”

Agenda Highlights:

• From the Hill to the Summit: Up-to-the-minute, unvarnished actionable insights on the latest developments on Capitol Hill and from the regulatory agencies from NAPA Executive Director & CEO, American Retirement Association, Brian Graff; Drew Crouch, Senior Counsel, Tax and ERISA of the Senate Committee on Finance; and former Assistant Secretary of Labor Preston Rutledge.

• Behavioral Economics and Retirement Income: “Auto everything” has been a godsend to millions of working Americans who needed help getting started saving and investing for their retirement. However, decumulation—the spending down, or living on, those retirement savings is an intensely personal issue, and one that requires a different approach. Professor Shlomo Benartzi will explain how we can create a new behavioral economics approach/toolkit for producing retirement income. (Hint: it’s not about products, it’s about a process), how to apply this new approach to boost peace of mind and ultimately financial wellness in a scalable and affordable fashion. He’ll also unveil some surprising new data from an advisor who has implemented this PensionPlus approach.

• Jim Kelly—A Journey of Perseverance: NFL Hall of Fame Quarterback and Keynote Speaker Jim Kelly has faced success, adversity, joy, and sorrow. But he always maintained an appreciation for life, which fueled his passion for faith, family, friends, and fans. That’s why Kelly hopes his keynote address and story can inspire everyone to make a difference—today!—for someone who is fighting for their tomorrow. He will share his life-changing perspectives and inspirational message of resilience during this session.

• What the Best Advisors Do Every Day to Make Them the Best: A diverse panel of leading advisors from all parts of the country, different races, genders, ages, and firm types will share their perspectives and insights on their paths to success, their best practices, lessons learned, and the implications of new trends and legislative change—all the things that have made them the nation’s best.

• “Family” Feuding: Gauging Plan Sponsor Perspectives: Two panels of leading advisors—one from major aggregators, the other from wirehouses/independents—will try to match their perspectives with that of plan sponsors on a series of key plan design issues and priorities (PEPs, managed accounts, benefit retention strategies, financial wellness, target-date funds, etc.), in a session that will not only illuminate those differences, but provide insights on how to best reconcile those perception gaps and close them with better solutions.

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