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Events
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2023 NAPA 401(k) Summit: Growing a Diverse and Inclusive Network in the Retirement Industry
Panelists discussed how advisors can be more inclusive in their practices to ultimately establish a “belonging” environment
Next Retirement Reforms Need to Be ‘Smart’ Defaults: Shlomo Benartzi
Famed behavioral economist tells NAPA 401(k) Summit the best nudge—auto enrollment—can be even better with smart defaults
2023 NAPA 401(k) Summit: Advising the Generations in the New Age of Uncertainty
Author and consultant Cam Marston spoke on how advisors can better market themselves to distinct working generations
Brian Graff at NAPA 401(k) Summit: Year’s Long Battle Beginning Over Future of America’s Retirement Plan System
Soon-to-be-introduced “Retirement Savings for America Act” could be first salvo in battle between private and public retirement plan control
2023 NAPA 401(k) Summit: ‘Ready’ Eddies: Are You Ready for the Next Big Thing?
Kicking off the annual NAPA 401(k) Summit, the session touched on the most common themes in the retirement space
NAPA 401(k) Summit Takes Over San Diego
401(k) Specialist is heading to Southern California this weekend for NAPA's annual summit
Joe Forlines’ Honor and Duty in IRAs and Beyond
'We’ll step in when needed and assess the situation and to what extent we can help'
How Well Are 401k Advisors Adhering to PTE 2020-02?
Activity was equally split between unsolicited and recommended rollovers
How to Overcome the ‘A Word’ (Annuity) Adverse Reaction
'The annuity word just has a bad rap, no matter what'
3 Critical Tips for Better Client Communication: Wealth@wor(k) 2022
Advisors who only focus on action-oriented clients risk widening the savings divide