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NAPA 401(k) Summit
93 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.
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.
The Top 401(k) Specialist Under 40: Alex Assaley’s Keys to Success
Top 401(k) Specialist Advisor Under 40, Alex Assaley discusses the following at the 2018 Excel 401(k) Conference: For…
2016 401(k) Summit: Senate Introduces Bill to Fight ‘Harmful’ 401(k) Fiduciary Rule
More drama occurred Monday in Nashville in what was already a dramatic 401(k) Summit consumed with the fallout…
2016 401(k) Summit: Small Business 401(k) Plans Score Major Win
American Retirement Association CEO Brian Graff called attention at the organization’s 401(k) Summit to a major win that…
2016 401(k) Summit: Don Trone Disses Fiduciary Rule
3ethos consulting firm's CEO, a fierce fiduciary critic, remains frustrated with the fiduciary rule despite its April release.
A 401(k) Bear Market for Bonds?
“The Barclay’s Aggregate Bond Index came out in 1986 and was backdated for about 10-years,” Dave Haviland plainly…
The Next Phase of 401(k) Financial Education is …
Bill Chetney doesn’t hold back on where he sees 401(k)s go right—and wrong. The former LPL exec and…