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NAPA 401(k) Summit
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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.
What to do About Student Debt’s Devastating Effect on Retirement
Empower Retirement's Peter Kapinos has answers (and eye-popping statistics).
Do 401(k) Participants Know What They Want and Need? 2019 NAPA 401(k) Summit
"We tell participants how much they should save, when many times we don't know (and they don't know) what they're saving for," says Patrick Delaney, vice president of T. Rowe Price Investment Services.
Should 401(k) Savers Be Wary in Current Market Craziness? Nuveen’s Bob Doll
High-profile prognosticator Bob Doll, chief equity strategist with Nuveen, clues us in on market movement and what it means.
Most Advisors Gaining Clients with Social Media
More than nine in 10 advisors who use social media for business say it has helped them gain new clients, according to latest Putnam Social Advisor Survey.More than nine in 10 advisors who use social media for business say it has helped them gain new clients, according to latest Putnam Social Advisor Survey.
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)…
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…
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."
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…