Browsing Tag
NAPA 401(k) Summit
89 posts
The NAPA 401(k) Summit is the nation’s largest retirement plan advisor conference, hosted by the National Association of Plan Advisors (NAPA). It brings together financial advisors, recordkeepers, asset managers, and retirement plan professionals to share insights, best practices, and strategies for improving workplace retirement plans. Known as the “must-attend” event for the retirement plan industry, the Summit features expert speakers, educational sessions, and networking opportunities designed to help advisors better serve plan sponsors and participants while staying ahead of industry trends.
Rash of ERISA Lawsuits an Emerging Challenge: 2025 NAPA 401(k) Summit
Brian Graff says proliferation of lawsuits tops list of industry concerns during opening general session at industry’s biggest event
April 28, 2025
NAPA Takes Vegas in Annual 401(k) Summit
401(k) Specialist will be making it's way to Las Vegas next week for NAPA's 401(k) Summit
April 25, 2025
Retirement Events: Two National Shows Go Dark, But Horizons 2025 Emerges
While Wealth@wor(k) and the Broadridge Advisor 360 Summit are gone, The American College is launching Horizons 2025 next month with a heavyweight speaker lineup
February 11, 2025
Don’t Gamble on Waiting to Register for 2025 NAPA 401(k) Summit
Retirement industry’s biggest event headed for spectacular new Fontainebleau Las Vegas April 28-30
December 10, 2024
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
April 11, 2024
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
April 9, 2024
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
April 8, 2024
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
April 8, 2024
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
April 8, 2024
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
April 7, 2024