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.
Edward Jones, Others Take Steps to Slow Coronavirus Spread: Updated
UPDATE from NAPA: Due to the latest CDC recommendations, we will be postponing the NAPA 401(k) Summit. We expect…
2020 NAPA 401(k) Summit Adds 3 SECURE Act-Focused Sessions
With the SECURE Act—and its nearly 30 provisions that directly impact retirement plans—now law, there is a palpable…
Nevin Adams: ‘Bigger, Better than Ever’ 2020 NAPA 401(k) Summit
There’s A LOT planned for the 2020 NAPA 401(k) Summit in Orlando. Industry personality Nevin Adams, American Retirement…
On the Spot: How Do You Define Financial Wellness?
John Tabb, co-founder and president of Questis, breaks it down. This video features an interview with John Tabb…
Help in Valuating a 401(k) Advisory Business
Accurately valuing an advisory business can be tricky. Thankfully, Christine Stokes and Nuveen are here to help.
Two Major 401(k) Trends Happening Now
401(k) Trends T. Rowe Price: Vice President Cheri Belski explores major shifts and their implications for retirement planning. Watch now.
401(k) Technology and Integration Pays Off
Jerry Bramlett discusses FuturePlan's rebranding and tech upgrades at the NAPA 401(k) Summit, highlighting TPA services and partnerships.
401(k) Education: Know Your Participant Demographic
Explore key differences in retirement education demographics for Millennials and Baby Boomers with Anthony Tomusla.
Why Corporate Social Responsibility is Getting Attention
Discover why Corporate Social Responsibility is in the spotlight. Cara Duke from Resources Investment Advisors shares insights.
How 401(k) Plan Design is Changing for the Better
David Hinderstein from Strategic Retirement Group explains what it means.