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Driver’s Seat: Steer Your Course with Beltway Insiders

If you enjoy Brian Graff’s “From the Hill to Summit” session at the NAPA 401(k) Summit each year, now you can join other elite advisors from around the country to actually participate and help shape that discussion.

This is an opportunity to interact with politicians and regulators over matters that affect your business and the lives of your clients and participants. Since this is limited to only a limited audience of elite advisors, it creates an optimal forum for networking and peer sharing.

Go from being an advisor or consultant to an industry insider!

The agenda will include the following:
  • Visit Capitol Hill to meet one-on-one with your Congressional representatives and their senior staff members
  • Sen.Orrin Hatch (R-Utah), ranking minority member on the Senate Finance Committee on Pension Reform, Annuities and Results
  • Mark Iwry, Senior Advisor to the Secretary and Deputy Assistant Secretary (Retirement and Health Policy) of the Department of the Treasury on retirement savings initiatives
  • Michael Piwowar, SEC Commissioner on issues critical to the industry
  • Chuck Todd, NBC Chief White House Correspondent insider perspective on D.C. dysfunction
  • Capitol Hill visits with Senate Staffers, writers of policy, bills and laws. It's all about your input; help form their plans
  • Panels featuring antagonists to the current 401(k) system
  • Discussion on how individual states are proposing their own 401(k) solutions
  • Panel discussion with insiders on the various (and increasing) state retirement plan proposals
The Second Annual NAPA D.C. Fly-in Forum will feature a great lineup of insiders that you’re going to want to hear from — and they are going to want to hear from you, especially since the definition of fiduciary proposed regulation is expected to be released this summer.

Through your membership in NAPA, the Fly-in Forum is the way for you to have your voice heard and get the inside scoop on the upcoming 2014 elections. Last fall, the group of elite plan advisors who attended our inaugural NAPA Fly-in Forum said that the conference was a resounding success and in many cases was great for their business.

Apply by Friday, Aug. 8, as space is limited. Your participation will make a difference!

Welcoming 150+ Elite and Influential 401(k) Advisors

Qualifications Include:

  • Firm Designation as Retirement Specialist (if applicable) or Retirement Industry Designation
  • $100M+ in Retirement Plan Assets
  • 10+ Retirement Plans
  • 2,000+ Plan Participants
  • 5+ Years Experience Servicing Retirement Plans
  • NAPA Members and Senior Decision Makers Only
Steven Dimitriou is a Managing Partner at Mayflower Advisors, LLC.

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