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Webcasts

Upcoming Webcasts


All participants in our events are expected to abide by our Events Code of Conduct.  Please click here to download a copy.

Continuing Education (CE) credit is available for NAPA members only.  Join NAPA today!


Litigation Lockdown

June 7, 2022   |   2:00 - 2:50 p.m. ET

In this exclusive webcast two of the nation's leading voices on ERISA litigation trends will outline key insights from the suits, settlements and decisions that are shaping - and in some cases shredding - industry norms.  Tom Clark, Partner, and COO at The Wagner Law Group and Nevin Adams, Chief Content Officer for the American Retirement Association will cover:

  • The burden(s) of proof in excessive fee cases
  • The suits that never came to be (and why)
  • Innovative arguments
  • Court critiques of committees
  • The things that aren't being challenged - yet

Join us for this exclusive webcast - just for NAPA CPFA Credential holders. Good for you, your practice, and continuing education requirements!

Speakers: 

  • Nevin Adams, Chief Content Officer, American Retirement Association
  • Tom Clark, Chief Operation Officer, Partner, The Wagner Law Group

Continuing Education:  

  • 1 ASPPA, 1 NAPA, 1 NTSA

** This webcast is exclusively for NAPA CPFA Credential Holders **

 


 

For more information please contact Marissa Bracamonte at [email protected].


 

Recorded Webcasts

 


Recorded webcasts are available to all NAPA members.  To access our library of recorded webcasts, please contact Marissa Bracamonte at [email protected]


Putnam’s VisualizerSuite: Offering innovative solutions to solve retirement plan problems

Available Until March 16, 2023

Whether optimizing plan design in ever-changing economic conditions, evaluating over 100 target-date strategies, or efficiently and effectively managing core menu selection in an era of rising interest in managed accounts or what some call “QDIA 2.0”, Putnam’s VisualizerSuite of tools can help with these critical activities. Join this session to see best practices for using the VisualizerSuite to enhance plan reviews and shorten the sales cycle with prospects.

Objectives:

  • See what separates target-date strategies and why there is more to assess than performance alone
  • Design and model retirement plans, and immediately see the potential impact to a plan’s employees’ retirement readiness
  • Explore and compare investments to make the best core menu selections

Speakers: 

  • Angela Achatz, Director of DCIO Strategic Relationships, Putnam Investments
  • Michael Dullaghan, AIF®, DC Investment Specialist, Putnam Investments

Continuing Education:  

  • 1 ASPPA, 1 NAPA, 1 NTSA

Sponsored By:

  • Putnam Investments

 


ESG,  A Holistic Approach for DC Plans

Available Until January 19, 2023

You'll learn actionable steps to help their clients navigate the ESG landscape and help advance clients’ ESG practices.

Speakers: 

  • Charlie Nelson, Vice Chairman, Chief Growth Officer, Voya Financial
  • Christine Hurtsellers, Chief Executive Officer, Voya Investment Management
  • Angela Harrell, SVP, Chief Diversity and Corporate Responsibility Officer, Voya Financial
  • Moderator: Nevin Adams, JD, Chief Content Officer, American Retirement Association

Continuing Education:  

  • 1 ASPPA, 1 NAPA, 1 NTSA

Sponsored By:

  • Voya Financial

 


A New Year, A New Approach to ESG Integration

January 13, 2022 at 2:00 p.m. ET

Over the past decade there has been growing evidence that environmental, social and governance (ESG) factors can be financially relevant investment considerations. This presents a unique opportunity to take action, but where do plan fiduciaries start? Join MFS for interactive discussion with Jessica Sclafani, DC Strategist, and Vish Hindocha, Global Head of Sustainability Strategy, hosted by Nevin Adams, Chief Content Officer of American Retirement Association (ARA), as they share perspectives on a path forward for engaging with plan sponsors and implementing an ESG investing philosophy.

Speakers: 

  • Jessica Sclafani, Director and Defined Contribution Strategist, Investment Solutions Group, MFS Investment Management® (MFS®)

  • Vishal Hindocha, CFA, Senior Managing Director, Global Head of Sustainability Strategy, MFS Investment Management® (MFS®)

  • Moderator: Nevin Adams, JD, Chief Content Officer, American Retirement Association

Continuing Education:  

  • 1 ASPPA, 1 NAPA, 1 NTSA

Sponsored By:

  • MFS Investment Management® (MFS®)

 


DOL on ESG: What's New, What's Not, What's Next?

Available Until December 14, 2022

Investments focused on environmental, social and governance factors – “ESG” – have garnered billions of new investment dollars, but until recently have struggled to take hold within 401(k) plans despite demand from participants.  However, that seems likely to change in the wake of a new proposed regulation from the Labor Department that puts a new light on the fiduciary aspects in considering and selecting ESG options.  Find out where things stand, what that means for your plan sponsor clients – and your practice(s) going forward.  

Speakers: 

  • Bill Slimbaugh, Managing Director, Retirement Strategies, Natixis Investment Managers

  • Bonnie Treichel, Chief Solutions Officer at Endeavor Retirement

Continuing Education:  

  • 1 ASPPA, 1 NAPA, 1 NTSA

 


Washington Update

Available until December 9, 2022

Speakers: 

  • Wll Hansen, Cheif Government Affairs Officer, American Retirement Association
  • Andrew Remo, Director of Federal & State Legislative Affairs, American Retirement Association

Continuing Education:  

  • 1 ASPPA, 1 NAPA, 1 NTSA

 


Economic Outlook 2022: Where the Economy is Going and Why

Available until November 30, 2022

2021 is winding down and it is time to prepare for the challenges and ongoing uncertainties in 2022. There are opportunities and risks ahead and we will explore them in terms of government initiatives, consumer trends, market opportunities, labor issues and production costs. We will also discuss business responses, tactics and strategies given the projected changes in the economy. We will also cover:

  • Business demand for 2022 and into 2023.
  • Key leading indicators that predict upcoming cyclical turns in the economy and markets.
  • Discuss 8 issues that have an impact on your profitability.
  • Review the impact of potential major government programs.
  • Assess interest rate and market trends.
  • Assess where inflation is heading.

So business leaders are armed with information they need to plan for the future.

Speakers: 

  • Connor Lokar, Economist, ITR Economics Few young economists present their insights with the authority, accuracy, and humor that Connor Lokar brings to the stage. From the intimate executive retreat to the standing room-only keynote, he delivers with charm and candor, rousing and enlightening all who attend his talks. As a millennial, Connor brings a new perspective to the world of economics, delivering ITR’s industry-leading accuracy to current C-suite executives while forging connections with the next generation of business leaders. Connor specializes in construction but consults and presents to businesses across all industries, helping them grow revenue and remain profitable through an everchanging business cycle. He is a graduate from the University of Michigan and a professional economic consultant at ITR Economics, Business Cycle Consulting

Continuing Education:  

  • 1 ASPPA, 1 NAPA, 1 NTSA

Insuring Your Value: 3 Ways Personalization and Lifetime Income Can Elevate Your Practice

Available until November 10, 2022

Retirement income and financial wellness continue to be top of mind for plan sponsors and providers. And now with legislative action and product innovation, the shift in plan design and personalized strategies is rapidly accelerating. 

Advisors need to begin thinking about what this means for their service model, the tools and strategies available and how to best serve their clients. Join us as we discuss three key opportunities to elevate your practice.

Attendees of this webcast will be able to:

  • Recognize the impact of current shifts in the retirement industry 
  • Benchmark your value proposition against what drives plan sponsors satisfaction
  • Adapt your service model to help elevate your practice and improve participant outcomes

Speakers: 

  • Christine Stokes, Head of Institutional and Retirement Learning and Development, Nuveen She’s focused on leading the learning and development strategy for Nuveen’s global institutional sales organization, creating proprietary defined contribution practice management and thought leadership as well as manage strategic initiatives with Nuveen’s affiliated TIAA institutional businesses. Christine has over 15 years of experience in the financial services industry and over a decade of experience in defined contribution across all market segments, contributing to thought leadership and industry publications while frequently speaking at industry events. Prior to joining Nuveen, Christine was the head of Multi-Asset Product at Voya Investment Management responsible for overseeing new product development, product management, product marketing and strategy across all distribution channels. In prior roles at AllianceBernstein, L.P., Christine developed and launched custom target date solutions, managed RFP teams and supported multi-asset product strategy. Christine began her career at MetLife Financial Services as a financial advisor. Christine graduated with a B.A. from Fairfield University and holds the FINRA Series 7 registration. Christine also serves on the Defined Contribution Institutional Investment Associate Public Policy Committee, is an active board member of the NY Foundling (a 150 year old charity focusing on children in the NYC foster care and welfare system) and serves on the Board of Trustees for Mott Haven Academy Charter School.

Continuing Education:  

  • 1 ASPPA, 1 NAPA, 1 NTSA

 


ESG Decoded: Understanding the Role of Data in ESG Investing and Ratings

Available Until October 20, 2022

In this presentation, we will discuss investors beliefs and attitudes towards ESG, the scoring metrics of the different ESG rating systems, sustainable focused investing in retirement plans, and Dimensional’s approach to sustainable investing.

Our speakers will cover:

  • Recognizing ESG terminology
  • Distinguishing between the different ESG rating systems
  • Recognizing the fiduciary considerations to evaluating an ESG fund

Speakers: 

  • Mathieu Pellerin, PhD, Senior Researcher, Dimensional Fund Advisors - Mathieu Pellerin is a Senior Researcher in Dimensional’s Charlotte office. He conducts research on a broad range of investment topics, with a focus on retirement and ESG-related matters. Mathieu earned a PhD in economics from Brown University, where he specialized in econometrics and survey statistics. Prior to his time at Brown, he earned an MA in economics and a BSc in actuarial science from Laval University in Quebec City.
  • Chris Anderson, CRPS, AIF, Regional Director, Dimensional Fund Advisors (Host) - Chris Anderson is a Regional Director in Dimensional’s Retirement Distribution Group. Based in the Austin office, Chris is responsible for educating advisors working in the defined contribution space on the firm’s wide range of investment solutions. He also serves as a specialist defined contribution resource, offering advisors support across practice management, plan design, and business development. Chris earned his bachelor’s degrees in economics and political science from Bucknell University. He is an Accredited Investment Fiduciary (AIF), a Chartered Retirement Plans Specialist (CRPS), and holds Series 7 and Series 66 licenses.

Continuing Education:  

  • 1 ASPPA, 1 NAPA, 1 NTSA

 


ESG: What You Don't Know Could Be Holding You Back

Available until October 12, 2022

Any day now the Biden Administration is expected to issue an update to the rules considering environmental, social and governance (ESG) issues regarding retirement plan investments.  Find out what you need to know about where we’ve been – and where we’re headed – and what you can do NOW to be prepared, and help your clients understand ESG in ERISA plans. You’ll learn that ESG doesn’t mean sacrificing performance, can meet participant demand, and hear examples of case studies.  
 
Featuring insights from Clarice Avery, Senior Vice President, Investment Strategist, Natixis Investment Managers and Jim Roach, Senior Vice President, Retirement Strategies, Natixis Investment Managers, and moderated by NAPA-Net Editor-in-Chief Nevin Adams, in this engaging session you’ll learn:

  • The trends in ESG, and ESG in retirement plan menus
  • The Labor Department’s proposal – and what it means for advisors going forward
  • How ESG (now) fits within a fiduciary context
  • Responding to plan sponsor hesitation – and perhaps yours
  • Real life case studies in adoption and impact
  • Key takeaways and action steps for advisors

Speakers: 

  • Clarice Avery, CFA®, VP, Investment Strategist, Natixis Investment Managers – US Distribution
  • Jim Roach, Senior Vice President, Retirement Strategies, Natixis Investment Managers

Continuing Education:  

  • 1 ASPPA, 1 NAPA, 1 NTSA

 


 

Creating an Inclusive Approach to Financial Planning

Available until September 20, 2022

Description:

As the Retirement Plan industry continues to address the coverage gap, it’s important to consider any barriers that may prevent broad-based access to financial wellness support. In this webinar, Regina Curry, Chief Diversity Officer and Yaqub Ahmed, Head of Retirement, Insurance/Sub-Advisory & 529-U.S. for Franklin Templeton discuss considerations for a more inclusive approach to financial planning and democratizing financial independence.

Learning Objectives:

  • Present the changing faces of wealth and why financial professionals need awareness
  • Help financial professionals develop a competitive edge by offering a more robust offering
  • Create a more inclusive financial benefits package for employees, at scale

Speakers:

  • Regina Curry, Chief Diversity Officer for Franklin Templeton
  • Yaqub Ahmed, Head of Retirement, Insurance/Sub-Advisory & 529-U.S. for Franklin Templeton

Continuing Educaition: 

  • 1 ASPPA, 1 NAPA, 1 NTSA

 


Dealing with Ethical Dilemmas: ARA's Code of Conduct

Available Until September 21, 2022

As a member of the American Retirement Association, you are subject to the association’s Code of Conduct. We’ll provide highlights of the code that every member should be familiar, along with some real-life situations that require you to apply those ethical standards. How would you respond? How should you respond? Join us for a look at ethics and how they pop up in all types of situations.

  • Highlights from the ARA Code of Conduct will be reviewed
  • How the Code applies to scenarios in case studies we present
  • Tips on how to avoid ethical dilemmas when using email and social media

Speaker: 

  • Bob Kaplan, CFP, CPC, QPA, QKA, QKA, Director of Technical Education, American Retirement Association

Continuing Education:  

  • 1 Ethics, 1 ASPPA, 1 NAPA, 1 NTSA

 


What ESG Is & Is Not, What's Different Now - And Why It Matters

Available Until June 15, 2022

Description:

ESG - Environmental, Social & Governance - focused investments have dominated headlines and investment flows of late.  While ESG has been slow to catch on with defined contribution plans, there are changes, both regulatory and legislative - and a growing sense that these options are of growing importance to retirement plan savers.

Find out where things stand, and where they're going - with a panel of experts, who will dicuss:

  • What ESG is - and is not.
  • What's different now?
  • Why it matters (more now).
  • What advisors can do.

Whether you're already on the ESG bandwagon or a skeptic - this session will help you know what you need to know about this new focus.

Speakers:

  • Chris Anderson, Regional Director in Dimensional’s Retirement Distribution Group. 
  • Jim Roach, Senior Vice President of Retirement Strategies, Natixis Investment Managers 
  • Charlie Nelson, Vice Chairman and Chief Growth Officer at Voya Financial 
  • Moderator: Nevin Adams, Chief Content Officer, American Retirement Association

Continuing Educaition: 

  • 1 ASPPA, 1 NAPA, 1 NTSA

 


SECURE 2.0 – What you Need to Know!

Available Until June 17, 2022 

Description:

SECURE 2.0 is quickly making its way through Congress. The legislation contains over 40 provisions with many of them having a direct impact on plan advisors and your clients.  The speakers will review these provisions and discuss how plan advisors should be prepared to implement certain provisions and explain them to participants.

Speakers:

  • Will Hansen, Chief Government Affairs Officer, American Retirement Association
  • Andrew Remo, Director of Legislative Affairs, American Retirement Association

Continuing Educaition: 

  • 1 ASPPA, 1 NAPA, 1 NTSA

 


Innovation: A Conversation with Jenny Johnson and David Musto

Available Until June 23, 2022 

Description:

Join us for a discussion with Jenny Johnson, President & CEO of Franklin Templeton, and David Musto, President & CEO of Ascensus, as they share key insights on how the industry is making an important shift away from one-size-fits-all products toward personalized, goals-based solutions- at scale.  As the current environment pushes many industry trends to accelerate, we see new opportunities emerging that will remove existing barriers preventing individuals from adequately saving and investing for retirement. By leveraging exciting developments in financial technology and putting to work the important data that has made available as a result, workplace retirement planning has now become a more holistic, customized, and improved experience.

Speakers:

  • Jenny Johnson, President, Chief Executive Officer, Franklin Resources, Inc. (Franklin Templeton)
  • David Musto, President and Chief Executive Officer, Ascensus
  • Jacquelyn Reardon, Director, Retirement & Insurance Marketing, Franklin Templeton (Moderator)

Continuing Educaition: 

  • 1 ASPPA, 1 NAPA, 1 NTSA

 

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