Browsing Tag
National Association of Plan Advisors (NAPA)
38 posts
NAPA 401(k) Summit: Leveraging Data to Build Inclusion
A panel at the NAPA 401(k) Summit reviewed why advisors should be digging deeper in plan data
NAPA 401(k) Summit: Wealth Management, Retirement Convergence Leads Conversations
The confluence of wealth and retirement advice was a trending topic among panels at the NAPA 401(k) Summit
NAPA 401(k) Summit: Finalist Presentations Do’s and Don’ts
Day two of the NAPA 401(k) Summit featured recommendations on winning your next finalist presentation with prospective clients
2024 NAPA 401(k) Summit: Driving Insights and Outcomes with AI
Financial professionals will need to embrace artificial intelligence technology in order to deliver comprehensive retirement strategies, say panelists at the NAPA 401(k) Summit
NAPA 401(k) Summit Touches Down in Nashville
401(k) Specialist will be en route to the Music City this weekend
Retirement Income Certificate for Advisors Introduced by NAPA
Free course for NAPA members to earn RI(k) certificate launched in response to growing interest in retirement income options
NAPA 401(k) Summit Takes Over San Diego
401(k) Specialist is heading to Southern California this weekend for NAPA's annual summit
The Top Conferences to Watch Out for in 2023
A look into some of the top conferences to anticipate in the new year
ARA’s Adams to Retire, 401k Specialist’s Sullivan to Succeed Him
Brian Anderson promoted to Editor-in-Chief of 401k Specialist
Goodbye—With Gratitude
Look for the same great stories and join me in wishing my colleagues all the best