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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.
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 401(k)s: 2017 NAPA 401(k) Summit
Steve Sansone with Kravitz makes the case for cash balance plans, and why they're particularly relevant now.
Don’t Write Off the Mutual Fund Structure Just Yet: 2017 NAPA 401(k) Summit
Discover how Collective Investment Trusts vs Mutual Funds compare on pricing, regulation, and transparency for plan sponsors.
3 Ways to Tackle 401(k) Participant Outcomes
Industry heavyweight Geoffrey Schock has a lot to say about this critically important 401(k) topic. Indeed, it’s his…
NAPA 401(k) Summit to Light Up Las Vegas Starting Sunday
The National Association of Plan Advisors is banking on a packed agenda to keep 401(k) advisors focused and informed at its annual summit.
New 401(k) Fiduciary Designation from Morningstar, ARA
Time to add more letters to the business card. Chicago-based research behemoth Morningstar has teamed with the American…
401(k) Fiduciary Expert Jason Roberts on DOL Rule Danger
Here is a summary of the video featuring Jason Roberts – For more details, you can watch the…
2016 401(k) Summit Recap: Who Won the Leadership Award?
At the 2016 401(k) Summit, confusion over the DOL’s final fiduciary rule means 401(k) advisors, sponsors and participants…
The Critical Importance of 401(k) Financial Wellness: Bill Chetney, Global Retirement Partners
401(k) financial wellness programs boost productivity with personalized advice, education, and integrated retirement planning.