Browsing Tag
NAPA 401(k) Summit
93 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.
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
NAPA 401(k) Summit Touches Down in Nashville
401(k) Specialist will be en route to the Music City this weekend
April 5, 2024
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.
March 18, 2024
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
April 3, 2023
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
April 2, 2023
2023 NAPA 401(k) Summit: ‘Ready’ Eddies: Are You Ready for the Next Big Thing?
Kicking off the annual NAPA 401(k) Summit, the session touched on the most common themes in the retirement space
April 2, 2023
NAPA 401(k) Summit Takes Over San Diego
401(k) Specialist is heading to Southern California this weekend for NAPA's annual summit
March 31, 2023