Do your plan sponsor clients have concerns about health savings, financial wellness, retirement income, or a retirement plan audit?
The “solution” for all these concerns – and more – can be found in another of our key focus areas for the 2020 NAPA 401(k) Summit, with “solutions oriented” workshops like:
“Know” Way: The Retirement Savings Tool Most (Still) Aren’t Using (BC)
Surveys continue to show that workers and retirees alike are more concerned about health care costs in retirement than any other element. And yet the most underutilized tool in the retirement savings arsenal is specifically designed with that purpose in mind. Plan sponsors say that education is the #1 challenge to health savings account adoption by participants – but participants aren’t the only ones with a knowledge gap. Find out what you need to know to help them evaluate the option.
“Wrong” Headed? : What’s Wrong With Wellness? (SH)
What’s wrong with financial wellness? Heck, we can’t even agree on what it is. It sounds good, but it takes time, money, effort, and the ROI? Well, let’s just say it’s elusive. Disagree? Well, come find out from this expert panel not only what’s “wrong” with today’s financial wellness focus, but what you should be doing instead.
“Troubles” Talk: Are Your Clients an Audit Target? (AK)
Regulatory scrutiny seems to be an all-time high – are the activities of your plan sponsor clients setting them up for an audit? Find out the triggers for those reviews, what you can do to avoid getting into trouble – and what you can (and should) do once that audit has begun.
“Out” Takes: The Outcomes for Retirement Income (MM)
As participants begin to shift from saving to spending, understanding participant behavior is more critical than ever as defined contribution plans continue to evolve. How we solve the challenges of helping participants live in retirement on the savings set aside while working is the ultimate test of a retirement plan advisor’s mettle. Are today’s alternatives “enough” – and if they are, why do so few embrace them today?
“C”, Sweet: “Starting (and Ending) a Successful Executive Benefits Conversation” (JW)
When a 401(k) just isn’t enough to help you stand out – or to get you access to the “C” Suite, a non-qualified plan solution can be just the ticket. Join us for real life stories of companies and situations, where the most common potential client need is the non-qualified plan. Learn how to bring it up and how to call in the cavalry. There is a TON of additional revenue opportunity in this space and no need to overcomplicate it.
This is just a sampling of the kind of “must have” information you’ll get at this year’s “can’t miss” event – the nation’s retirement plan advisor conference – the NAPA 401(k) Summit.
Find out more – and register today at https://napasummit.org.
Oh – and you can check out another of our focus areas - The Bottom Line – at https://www.napa-net.org/news-info/daily-news/getting-bottom-line
