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NAPA 401(k) Summit
86 posts
NAPA 401(k) Summit: Leveraging Data to Build Inclusion
A panel at the NAPA 401(k) Summit reviewed why advisors should be digging deeper in plan data
NAPA 401(k) Summit: Wealth Management, Retirement Convergence Leads Conversations
The confluence of wealth and retirement advice was a trending topic among panels at the NAPA 401(k) Summit
NAPA 401(k) Summit: Finalist Presentations Do’s and Don’ts
Day two of the NAPA 401(k) Summit featured recommendations on winning your next finalist presentation with prospective clients
Pontera Builds Out DC Partnerships Unit with Trio of Experienced Hires
Jerry Bonnabeau joins in new role as Head of DC Partnerships; Kevin Amoruso as Director, DC Strategic Relationships; and Todd Stablewski as Director, DC Partnerships
Gomez: DOL Fiduciary Rule Seeks to ‘Level the Playing Field’
Assistant Secretary of Labor tells NAPA 401(k) Summit audience to actually “read the rule” before judgment
2024 NAPA 401(k) Summit: Driving Insights and Outcomes with AI
Financial professionals will need to embrace artificial intelligence technology in order to deliver comprehensive retirement strategies, say panelists at the NAPA 401(k) Summit
NAPA 401(k) Summit Touches Down in Nashville
401(k) Specialist will be en route to the Music City this weekend
Previewing the 2024 NAPA 401(k) Summit with Nevin Adams and John Sullivan
Join the leading figures in the workplace retirement plan industry at the 2024 NAPA 401(k) Summit in Nashville, April 7-9.
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
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