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Why Attend NAPA 401(k) Summit? Networking, Knowledge And …
“It’s the cream of the crop, the crème de la crème,” Nevin Adams said with a bit of…
Coming (Very) Soon! Names and Know-How at NAPA 401(k) Summit
It’s said so often it’s now cliché. If advisors take time away from the office (and their revenue-generating…
Playing for Keeps: Positioning Yourself as the Quarterback of 401k Plans
“They gave the lawyer 15 minutes?” Jason Roberts rhetorically asked attendees of a packed Tuesday afternoon session at…
Fiduciary Rule or Not, This Makes Sense—2018 Excel 401(k): The Advisors’ Conference
“How many of you are absolutely sick to death of hearing about the fiduciary rule?” Kimberly Shaw Elliott…
What 401(k)s Teach Us About HSAs—2018 Excel 401(k): The Advisors’ Conference
Health savings accounts continue to be one of the hottest topics in the retirement industry, but they are…
Which 401(k) Practice Priorities Matter Most? 2018 Excel 401(k): The Advisors’ Conference
Act—act now, as soon as you get back to the office on the three key takeaways from any…
The Best Way to Justify Higher 401k Fees? 2018 Excel 401(k): The Advisors’ Conference
Make it real, make it granular and make it specific. It was a key point made at a…
How to Successfully (and Profitably) Service Small 401ks—2018 Excel 401(k): The Advisors’ Conference
Many 401k advisors steer clear of the small plan space, meaning those with under $10 million in assets.…
How to Use Behavioral Economics to Boost Successful 401k Sales—Excel 401(k): The Advisors’ Conference
How do you use behavioral finance concepts to give you an edge when competing for new clients or retaining…
2018 Excel 401(k): The Advisors’ Conference—Your Reputation Depends on This…
Once upon a time, proving your expertise involved talking the talk and walking the walk. But the world’s…