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.
The Next Financial Services Disruptor is …Your Client: 2019 NAPA 401(k) Summit
As Chad Larsen was introducing closing keynote speaker Joey Coleman at the end of the 2019 NAPA 401(k)…
April 9, 2019
What are the ‘5 Ws’ of Retirement Planning? 2019 NAPA 401(k) Summit
A myopic focus on finances too often ignores the emotional preparation needed to successfully retire, and it’s a…
April 9, 2019
Famous Hacker Scares Daylights Out of 2019 NAPA 401(k) Summit Attendees
"Kevin Mitnick, an 'ethical' hacker, shares insights on cyber threats targeting companies at NAPA 401(k) Summit, offering defense strategies."
April 8, 2019
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…
April 8, 2019
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…
April 8, 2019
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…
April 7, 2019
DOL’s Rutledge on Regulation, Fiduciary, MEPs and More
The issue of missing retirement plan participants was raised, with Rutledge making an appeal for education and information.
April 7, 2019
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…
April 6, 2019
Run! 401(k) Fun in Full Swing: 2019 NAPA 401(k) Summit
Financial Fitness Race blends fun, health, and retirement planning while raising funds for charity in cities nationwide.
March 29, 2019
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…
February 22, 2019