The Best of the Best (NAPA 401(k) Summit Topics)

Over the past week, we’ve given readers (that’s you) one more shot at shaping the agenda for the 2024 NAPA 401(k) Summit. So, where do things now stand?

After several weeks of running topics through our cage-match voting system, this week we took the top 15 from each of those groups to form one massive cage match to give you an opportunity to weigh in on the best of the best!

Here’s where things stand today:

1. Required Advisor Service Model Evolution
2. Lessons Learned from Litigation
3. What the IRS and DOL Continue to Target with Your Clients' Plans
4. Taking Your Finals Presentations to the Next Level: An Advisor Discussion
5. Creating a Winning Presentation—Do’s and Don’ts During the Finals Presentation
6. Retirement Industry of 2030
7. How Are Advisors Handling Fiduciary Duties and Management of Details for Their 401(k) Clients?
8. Building a Better RFP
9. Earning Your “Keep”: Value Added Services to Avoid Sticker Shock of Advisor Fees
10. Managed Accounts—Just an Expensive Target-Date Fund?
11. What's Missing from Your Team's Playbook?
12. Discussing with Different Level of Advisors (Large Market, Mid-Market, Small Market) and What Service Model They Set Up for Their Base of Clients
13. Managed Accounts—The New Generation of QDIAs?
14. Optimal Incentive and Compensation Structures Tied to Both Sales and Service Success (Growing and Protecting Revenue—Everyone Has a Role!)
15. How to Develop/Determine a Reasonable Fee for Your Services
16. How to Win a Plan with No (Current) Advisor
17. How to Apply a Wealth Management Approach to Plans—Treat Each Participant as a Client and Not Just the Sponsor
18. Demand Better: Service Continues to Suffer at Large RKs. Why Should We Put Up with This?
19. The Rollover—How Do We Reconcile the Fact That Everyone Wants Them and How Will the Industry Work Together in Some Fashion to Accomplish?
20. Team Work (Really Does) Make the Dream Work
21. How to Build—And Keep—A Quality Multi-Faceted Team
22. Fee Benchmarking; How and How Often?
23. What Are the Daily Habits and Behaviors of the Most Successful Advisers?
24. Team Building, Team Binding
25. Rollover Realities

Your input throughout the process has been much appreciated—the Summit Steering Committee is already working on fleshing out the agenda! 

Stay tuned—and make sure to mark your calendars for April 7-9, 2024—Nashville, TN—for the 2024 NAPA 401(k) Summit!