It’s almost over! Today is the last day to raise your voice and tell us what topics should be on the agenda of the 2015 NAPA 401(k) SUMMIT. In all, nearly 11,000 votes have been cast so far. As of Thursday afternoon, the top 10 topics were:
1. Building a true retirement education practice for plans under 300 participants.
2. Capturing DB opportunities and other corporate services from existing DC clients.
3. The allocation of revenue sharing and plan costs.
4. How QDIA selection and monitoring has evolved.
5. Pros and cons of custom TDFs and managed accounts.
6. Ways to better evaluate, select and monitor TDFs for plan sponsors.
7. Complying with the rules on providing participant advice.
8. When and how should advisors terminate services on a plan?
9. Revenue sharing and fee changes in the future.
10. The retirement landscape of the future.
To vote, just click here. It only takes a few minutes to participate in this fun, interactive online poll. Here’s how it works:
- The online tool presents two session ideas. You pick your favorite — or add your own idea for others to vote on.
- The process is then repeated, with two more ideas to choose from and another opportunity to suggest a better one. Every time you suggest an idea, it’s added to the pool of ideas that others vote on.
You can vote as often as you’d like, and see which topics are in the lead. Next week we’ll give you the final results — but make sure you vote today!
