Browsing Category
Events
253 posts
How to Win on Paper But Lose a 401(k) ‘Finals’ Presentation: Fi360 Annual Conference
Learn how to win as a 401(k) adviser by focusing on key areas and being prepared for questions and challenges from plan sponsors.
Bureaucrat Borzi Blunt About Fiduciary, Fees, Fears
Phyllis Borzi fiduciary rule insights shared at Fi360, highlighting challenges, public engagement, and lasting impact on financial services.
In Music City, Fiduciary Takes Center Stage
Fiduciary powerhouse Fi360 kicks off its annual conference this weekend in Nashville with a who’s-who of industry dignitaries and experts.
Why Cash Balance Plans Make Sense in 401(k)s: 2017 NAPA 401(k) Summit
Steve Sansone with Kravitz makes the case for cash balance plans, and why they're particularly relevant now.
Don’t Write Off the Mutual Fund Structure Just Yet: 2017 NAPA 401(k) Summit
Discover how Collective Investment Trusts vs Mutual Funds compare on pricing, regulation, and transparency for plan sponsors.
401(k) Funeral at NAPA Summit?
“Back in D.C., things are cray-cray right now,” Brian Graff said to laughter. “I came to Vegas for…
NAPA 401(k) Summit to Light Up Las Vegas Starting Sunday
The National Association of Plan Advisors is banking on a packed agenda to keep 401(k) advisors focused and informed at its annual summit.
How to Stay Alive in a Firefight: GRPAA 2017 Summit
You will only be as good as you train yourself to be; we practice as we play; learn…
fi360’s Aikin: The ‘Opportunity’ in the 401(k) Fiduciary Rule
The fi360 chief and all-around 401(k) fiduciary expert clues us in on DOL’s next steps – and…
How to Address the 401(k) Industry’s Diversity Issue
You certainly can’t call Ross Marino a hands-off conference manager. The founder and CEO of Excel 401(k): The…