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.
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.
The Next Iteration of Managed Account Services
“Instead of a ‘coopitition environment,’ we are embracing, in tandem with the advisor, working together to help plan…
Why Include Real Estate in 401(k) Investment Menus?
Real Estate 401k strategies explained by Charlie Wenzel. Learn why real estate is vital in retirement plans and fiduciary decisions.
What’s Happening in the 401k Firm Aggregation Space?
There’s still an education curve about who they are and what they do, according to Vince Morris of…
How Quickly Are HSAs Growing in the Retirement Plan Space?
Explore how HSAs are transforming retirement plans with insights from Eric Stevenson in this NAPA 401(k) Summit interview. Watch now!
The Case for ESG in Defined Contribution Plans: 2019 NAPA 401(k) Summit
"ESG is a way to identify strong performance in underlying investments, and it's really a way to engage participants," says Ed Farrington, Executive Vice President for Retirement Strategies with Natixis.
How High Should Auto-Escalation Go in 401(k) Plans?
We ask Anne Lester, portfolio manager and Head of Retirement Solutions for J.P. Morgan Asset Management, about target-date funds, the 'auto' revolution and more.