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What are the ‘5 Ws’ of Retirement Planning? 2019 NAPA 401(k) Summit
A myopic focus on finances too often ignores the emotional preparation needed to successfully retire, and it’s a…
Famous Hacker Scares Daylights Out of 2019 NAPA 401(k) Summit Attendees
The closing keynote speaker on Monday at the NAPA 401(k) Summit in Las Vegas made people sick. Attendees…
How ‘CSR’ Can Transform Your Practice: 2019 NAPA 401(k) Summit
An all-star panel from some of the nation’s leading advisory firms explained how CSR—Corporate Social Responsibility—has invigorated their…
When Your Client Says ‘Fees,’ You Say ‘Value’: 2019 NAPA 401(k) Summit
Train your clients to think about value before fees, and they’ll learn to appreciate what you bring to…
Graff Warns of ‘Wall Street Tax Act’: 2019 NAPA 401(k) Summit
National Association of Plan Advisors’ Executive Director Brian Graff took the stage at the advocacy organization’s 401(k) Summit…
DOL’s Rutledge on Regulation, Fiduciary, MEPs and More
In a bit of an unorthodox general session opening on Sunday afternoon, NAPA Executive Director and American Retirement…
Sun, Fun and 401k Saving: NAPA Summit Kicks Off in Las Vegas
The 2019 NAPA 401(k) Summit is set to kick off on Sunday at Caesars Palace, Las Vegas with…
3 Challenges to High Employee Retention: 2019 Fi360 Annual Conference
Commoditization kills. “We have to get out of the mindset that because we have a hammer, every problem…
Show Up and Enhance the Participant Experience: 2019 Fi360 Conference
Woody Allen once said that 80% of success in life is just showing up. Thom Shumosic says adopting…
Overcome 5 Hurdles of 401k Firm Succession Planning: 2019 Fi360 Conference
“You might be the point person in the relationship, but the client should feel like they’re taking care…