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Conferences & Events

2024 NAPA 401(k) Summit Coverage

The premier event of the retirement plan industry is fast approaching. Leading industry professionals will gather in Nashville from April 7-9, 2024, for the NAPA 401(k) Summit. Keep checking back for continued coverage of the conference.


What Plan Sponsors Want (and Expect) from Advisors: NAPA 401(k) Summit

What do plan sponsors want? What products and services do they feel are right for their participants? Importantly, what do they expect from the advisors with whom they engage? Read More.


EBSA Head Gomez Explains Fiduciary Rule, Cybersecurity at 2024 NAPA 401(k) Summit

For that reason, EBSA is “very focused” on releasing a rule that takes those differences into account—the change in landscape and the need to protect retirement investors from harmful conflicts of interest and imprudent investment recommendations. Read More.


Exploring 403(b) Plans for Your 401(k) Practice: NAPA 401(k) Summit

On Monday, at the NAPA 401(k) Summit in Nashville, Tenn., a workshop titled "Understanding the 403(b) Plan Marketplace for 401(k) Practitioners" featured discussions led by Nathan Glassey and Kelsey Mayo. Read More.


Assessing Threats to the Private Retirement Plan System: NAPA 401(k) Summit

On Sunday, a blue-ribbon panel of D.C. tax policy wonks joined American Retirement Association (ARA) CEO Brian Graff at the NAPA 401(k) Summit in Nashville to discuss potential legislation impacting retirement plans. Read More.


Renee Scherzer Delivers Emotional, Inspirational Address at NAPA 401(k) Summit

NAPA’s Immediate Past President, Renee Scherzer, addressed attendees during the National Association of Plan Advisors' leadership transition at the organization’s 401(k) Summit in Nashville on Sunday. Read More.


Wharton's Guillen Explains the Senior Workforce Resurgence at NAPA 401(k) Summit

"53% of retirees in the United States go back to work either part-time or full-time," Mauro Guillén, Vice Dean at the Wharton School, told attendees of the NAPA 401(k) Summit Monday morning during a general session. Read More.


Planes, Trains, and AI-mobiles: Journeying into AI's Future - NAPA 401(k) Summit

On Sunday at the NAPA 401(k) Summit in Nashville, Tenn., Mike Walsh, CEO of Tomorrow, explored the transformative potential of artificial intelligence (AI) in the advisory and regulatory landscape. He emphasized the rapid advancements in AI technology and the urgent need for the retirement planning industry to adapt and innovate. Read More.


Fun, Informative Start to NAPA 401(k) Summit in Nashville

A rousing start to the NAPA 401(k) Summit happened in Nashville, Tenn., on Sunday. Summit Co-Chairs CAPTRUST's Devyn Duex and Raymond James' Don MacQuattie hit the stage in appropriate country and western gear to get attendees excited for the education and entertainment to come. Read More.


‘Iron Man’ Keith Gredys Begins NAPA Presidency at 401(k) Summit

Kidder Company/Fuerza Financial Chairman and CEO Keith Gredys chose the distinctive beat and guttural guitar riff of the Black Sabbath classic Ironman to begin his presidential acceptance speech at NAPA 401(k) Summit happened in Nashville, Tenn. Read More.


Nashville Nice—NAPA 401(k) Summit Kicks Off Sunday!

After all the preparation, planning, travel, and travails, the 2024 National Association of Plan Advisors (NAPA) 401(k) Summit will start Sunday afternoon in Music City. Read More.


ARA's NOW Mentoring Program Set to Create Diversity Opportunities in Retirement Space

The American Retirement Association (ARA) recently launched the ARA NOW (Nourish Our Wealth) Diversity Mentoring Program, which aims to boost DEIB practices within the retirement planning industry. The program aims to increase racial diversity among retirement professionals. Read More.


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