Browsing Tag
NAPA 401(k) Summit
86 posts
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
In a bit of an unorthodox general session opening on Sunday afternoon, NAPA Executive Director and American Retirement…
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! 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…
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
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…
February 8, 2019
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…
January 31, 2019
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.
April 5, 2017
Don’t Write Off the Mutual Fund Structure Just Yet: 2017 NAPA 401k Summit
A dour political mood led to great sessions and great information in Sin City this year at the…
March 21, 2017