The final results of our online poll of ideas for sessions at next year’s NAPA 401(k) Summit are in! Here are the top 10 ideas:
1. how to let the client know what has been accomplished for the plan, year-to-year
2. How advisors should price their services
3. should participants view their 401(k)s as an asset or as income?
4. advisor best practices when providing both plan- and participant-level investment services
5. unique service ideas for clients
6. top tech tools for the retirement plan advisor
7. ways to simplify the 401(k) for prospects, clients and participants
8. methodology for systemic plan reviews
9. measuring plan success
10. how to efficiently deliver retirement planning for clients
In all, more than 12,000 votes were cast over a two-month period. Thanks to everyone who participated! Of course, there's only one way to see the real end result of the voting: Join us at next year's Summit. This is a good time to mark your calendar for March 23-25, 2014, in New Orleans.
