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Events
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Graff, Rutledge Talk Politics and Policy to Kick Off NAPA 401(k) Cyber Summit
Politics and policy took center stage in the opening keynote session of the NAPA 401(k) Cyber Summit on…
Excel 401(k) Digital Series Kicks Off Sept. 14
No mask. No middle seat. No social distancing. That’s the tagline for the Excel 401(k) 2020 Digital Series,…
Anthony Scaramucci to Talk Trump, TAPOs at EXCEL 401(k) Digital Series
He’s got something to say. Never shy for words, financer, author, speaker, and Trump foil Anthony Scaramucci will…
EXCEL 401(K) Digital Series: Webinar Replay
Watch the webinar replay from the EXCEL 401(k) digital series.
2020 NAPA 401(k) Summit Still Set for September; Virtual Option Added
As of July 9, the rescheduled 2020 NAPA 401(k) Summit is moving forward and set to happen as…
2020 NAPA 401(k) Summit Adds 3 SECURE Act-Focused Sessions
With the SECURE Act—and its nearly 30 provisions that directly impact retirement plans—now law, there is a palpable…
Nevin Adams: ‘Bigger, Better than Ever’ 2020 NAPA 401(k) Summit
There’s A LOT planned for the 2020 NAPA 401(k) Summit in Orlando. Industry personality Nevin Adams, American Retirement…
How ‘2019 Excel’ Excelled: Record Attendance, Real Strategies at 401(k) Event
Gaining knowledge is one thing, implementing it quite another. It’s the reason for a heavy emphasis on practical…
Revealed! ‘Top Advisor By Participant Outcomes’ at Excel 401(k): The Advisors’ Conference
The kickoff festivities at the morning session of the annual Excel 401(k): The Advisors’ Conference in Dallas featured…
401(k) Specialist Reveals 2019 ‘Top Advisor by Participant Outcomes’ Finalists
DENVER, Colo., October 18, 2019—401(k) Specialist, the only website, magazine and e-newsletters dedicated exclusively to helping financial advisors…