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NAPA 401(k) Summit
87 posts
How ‘CSR’ Can Transform Your Practice: 2019 NAPA 401(k) Summit
An all-star panel from some of the nation’s leading advisory firms explained how CSR—Corporate Social Responsibility—has invigorated their…
When Your Client Says ‘Fees,’ You Say ‘Value’: 2019 NAPA 401(k) Summit
Train your clients to think about value before fees, and they’ll learn to appreciate what you bring to…
Graff Warns of ‘Wall Street Tax Act’: 2019 NAPA 401(k) Summit
National Association of Plan Advisors’ Executive Director Brian Graff took the stage at the advocacy organization’s 401(k) Summit…
DOL’s Rutledge on Regulation, Fiduciary, MEPs and More
In a bit of an unorthodox general session opening on Sunday afternoon, NAPA Executive Director and American Retirement…
Sun, Fun and 401k Saving: NAPA Summit Kicks Off in Las Vegas
The 2019 NAPA 401(k) Summit is set to kick off on Sunday at Caesars Palace, Las Vegas with…
Run! 401k Fun in Full Swing: 2019 NAPA 401(k) Summit
We all know the importance of financial wellness, and how it’s largely based on employer health and wealth…
Benchmarks, Benartzi and a Broader Benefits Perspective: NAPA 401(k) Summit
It ain’t easy getting Jania Stout on the phone. For most professionals, running a multi-billion-dollar, top-rated retirement planning…
Why Attend NAPA 401(k) Summit? Networking, Knowledge And …
“It’s the cream of the crop, the crème de la crème,” Nevin Adams said with a bit of…
Coming (Very) Soon! Names and Know-How at NAPA 401(k) Summit
It’s said so often it’s now cliché. If advisors take time away from the office (and their revenue-generating…
Why cash balance Plans Make Sense in 401ks: 2017 NAPA 401k Summit
Steve Sansone with Kravitz makes the case for cash balance plans, and why they’re particularly relevant now.