This year’s Summit, held April 15-17 in Nashville, got rave reviews from attendees, speakers and exhibitors alike. Here’s a wrapup of our next-day coverage of the Summit.   Read More

If you think you’ve had a bad week, just remember – it could have been worse. Check out what happened to these guys (and gals)…   Read More

Is your firm still using outdated marketing practices to try to generate new leads? That apparently won’t cut it if you want to survive in today’s market.   Read More

Jack Towarnicky, Executive Director of the Plan Sponsor Council of America, shared some highlights of the organization’s recently completed 2017 Annual Survey of Profit Sharing and 401(k) Plans in an April 16 workshop session at the NAPA 401(k) Summit.   Read More

The plaintiff’s bar is getting increasingly creative in bringing parties of interest into DC plan litigation efforts, according to an April 16 panel discussion at the 2018 NAPA 401(k) Summit.   Read More

Among all current generations, Generation Xers have faced some of the toughest cultural and financial headwinds, but they have found a way to get things done, according to 2018 NAPA 401(k) Summit keynote speaker Neil Howe.   Read More

Did you ever walk out of a meeting with a prospect saying to yourself, “Man, I crushed that!” – only to wonder a week later why they won’t return your calls?   Read More

“I don’t use social media because Compliance won’t let me.” Is that why you’re not on LinkedIn or Twitter? If so, you may want to check and see if that’s still true, advises social media thought leader Spencer X Smith.   Read More

NAPA Executive Director (and American Retirement Association CEO) Brian Graff unveiled plans April 15 to address the expensive and outdated ERISA requirement to disclose information to 401(k) participants in paper form.   Read More

The National Association of Plan Advisors welcomed Jeffery Acheson, CPFA, as its 2018-2019 President at the opening session of the 2018 NAPA 401(k) Summit in Nashville April 15.   Read More

The financial sector spent $90 billion on cybersecurity last year. What keeps the technologists in charge of financial firms’ cybersecurity efforts up at night?   Read More

Not convinced yet that health savings accounts should be incorporated in your retirement savings conversation with clients? Panelists at a workshop session on the opening day of the 2018 NAPA 401(k) Summit sought to dispel any reluctance about doing so.   Read More

If you think you’ve had a bad week, just remember – it could have been worse. Check out what happened to these guys (and gals)…   Read More

We’re on our way – see you in Nashville! Want a quick overview of all you have to look forward to?   Read More

What does the man credited with inventing the term “Millennials” think lies ahead for retirement planning and advisors?   Read More

Greetings, NAPA members and Firm Partners! As this is my last official column as NAPA President, I want to express my sincere gratitude and thanks to many.   Read More

Want to make a difference in retirement plan policy? Come join us at the NAPA D.C. Fly-In Forum!   Read More

There’s a lot of great networking to be had at the NAPA 401(k) SUMMIT – but nothing compares to our peer-to-peer sessions – and this year, there’s a new one!   Read More

So, what’s the #hashtag for the #NAPA401kSUMMIT?   Read More

Looking to better leverage your retirement plan advisor voice? Determined to demonstrate your expertise through scaled technology to save you time, while consistently growing your influence?   Read More