How to Help Plan Sponsors Attract and Retain Talent: 401(k) NAPA Summit
Advisors should care about all of it for several reasons.
Retirement Income’s Rapidly Increasing Reach: NAPA 401(k) Summit
The focus has now shifted to recognizing there is a 'guarantee gap' in this industry
3 Critical Cybersecurity Issues Advisors Should Know About: NAPA 401(k) Summit
'We feel we’re all in this together'
Hackers Are Back and Targeting Participants: NAPA 401(k) Summit
'This kind of attention-getting information is something to which plan sponsors and participants respond'
Auto Everything (Except Decumulation): 2022 NAPA 401(k) Summit
'It’s going to be very difficult to create a personalized solution unless we engage people'
How to Offer (and Charge For) Student Debt Reduction Help: NAPA 401(k) Summit
The SECURE Act expanded the definition of tuition reimbursement to include student debt
Live From Tampa! A New Way to Differentiate Advisors: NAPA 401(k) Summit
'Imagine having your own television channel, radio show, and podcast'
Jason Chepenik’s TAPO Redux: Bigger, Better, More Creative
'My business has doubled in every aspect'
Where Does the U.S. Rank in Mutual Fund Fees and Expenses?
'The increased prevalence of unbundled fund fees enables transparency and empowers investor success. However ...'
New Fiduciary Best Practices for Insurance and Annuities: CBCF
Recent legislation has put insurance back on the fiduciary track