Anyone who’s ever planned an industry event in Sin City knows the risk of losing attendees to various Vegas distractions. The National Association of Plan Advisors is banking on a packed agenda to keep 401k advisors focused and informed.
Its annual 401k Summit kicks off at the legendary Caesars Palace Sunday afternoon with the aptly titled “From the Hill to the SUMMIT: Come Hill or High Water—Trump, Tax Reform, and the Fiduciary Rule.”
The session features American Retirement Association CEO and NAPA Executive Director Brian Graff, who teams up with Bradford Campbell, partner at Drinker Biddle & Reath, LLP and former Assistant Secretary of Labor for Employee Benefits, for an update of the latest developments from Capitol Hill.
The Summit then moves to its workshops, featuring MassMutual’s Hugh O’Toole facilitating a panel discussion on the convergence of health care and retirement.
Pentegra Retirement Services’ senior vice president Pete Swisher, Chuck Williams with Sheridan Road and Geoffrey Schock with Trutina Financial tackle Multiple Employer Plans, and what they mean for the 401k advisors’ practice.
Summit super sessions include topics on technology and increasing the 401k advisor’s value proposition.
The day winds down with the requisite cocktail reception with exhibitors and the intriguingly-named 401k Summit After Dark. Hosted at the Brooklyn Bowl, entertainment includes super-group The Royal Machines, featuring rock legend Dave Navarro of Jane’s Addiction, Mark McGrath of Sugar Ray and other “special guests.”
Scott McKain, chairman of the Distinction Institute, kicks off day two by revealing why a customer or prospect would choose you instead of your competition.
The day’s workshops include topics on time management, health savings accounts and what plan sponsors really want from 401k advisors. Super sessions look at investments and (of course) fiduciary. Ann Schelck, principal Ann Schelck & Co. closes out the day with the popular plan sponsor panel.
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.
