The agenda, speakers, networking, and overall advisor experience at the NAPA 401(k) Summit are always amazing – and we’ve even got some pretty interesting sessions before the conference day begins…
It’s called “Breakfast & Workshop” – and it’s happening between 7:15 and 8:15 a.m. on both Monday, April 8 and Tuesday, April 9 at the NAPA 401(k) Summit.
Here’s Monday’s lineup:
Plan Sponsor Sentiments Around Selections and Stakes
The gravity of plan sponsor deliberations and decisions are increasingly in the spotlight. Sponsor judgments – especially default investment selection – and market uncertainty only add to the magnitude of their work. In this national survey, plan sponsors share views of their roles and responsibilities and perceptions of their participants. Learn about sponsor view points and how you can help facilitate their decision-making process.
Sponsored by American Century Investments
The New Role of Advice in Fund Lineups
The last year has introduced a new approach to QDIA investing, marrying the convenience of target date fund investing with a highly personalized investment strategy at the point when participants need the most help. How do advisors find a role in this new approach? What are the building blocks that can optimize the fund line up and how can it make a difference in the transition to managed accounts? How can advisors strike the right balance of personalization and investment options in this new reality? Learn more about how blending of tech and advice can help reinforce your value.
Sponsored by Empower Retirement
Target Date Compass: The Evolution Continues
For retirement plan fiduciaries who are legally responsible – and potentially liable – for prudently selecting and monitoring target date funds, a sound investment evaluation process has never been more important. Join Dan Notto, ERISA Strategist, Retirement Solutions and Meghan Jacobson, CFA, Head of Retirement Insights, to learn how J.P. Morgan’s Target Date Compass® can help meet fiduciary obligations with a well-defined, repeatable process for making, documenting and defending target date fund decisions.
Sponsored by J.P. Morgan Asset Management
Anatomy of a Recession: Preparing for Risk When the Markets Are High
U.S. stocks started the year on a high note, but it’s vital to know the warning signs that the markets could be losing steam. Join Legg Mason/ClearBridge Investments as we explore the complex relationship between market drawdowns and recessions, referencing the current state of the U.S. economy, Washington’s new policy regime, the U.S. dollar, corporate earnings and “QE,” central bank policies and the outlook for markets outside the U.S.
Sponsored by Legg Mason Global Asset Management
Bringing Financial Wellness to Life
Join MassMutual’s, head of distribution, Bob Carroll, for an engaging discussion on how we can all support participants in developing a game plan to achieve Financial Wellness. We’ll review the latest research on participant behaviors and preferences, develop a better understanding of the perceptions versus reality and walk away with clarity on how plan design decisions, coupled with innovative tools can help deliver better outcomes for participants and ultimately plan sponsor employers.
Sponsored by MassMutual Retirement Services
A Data Driven Approach to Providing A Personalized Retirement Plan to Participants
Data informs nearly every decision an employer makes, but one area it doesn’t always touch is the company’s retirement plan. Defined contribution plans will continue to be a important source of retirement income for employees, so it is critical that employers make well-informed decisions when selecting a plan and investment lineup. Fortunately for plan sponsors, employee data has become more accessible through retirement recordkeeping systems and can be leveraged to help make these decisions. This data can help inform a sponsor’s retirement plan design decisions, select an appropriate QDIA and power more personalized retirement advice via managed account programs.
Sponsored by Morningstar, Inc.
Sustainable, Responsible, and Impact Investing: Build Your Business by Understanding Growth Trends and Demands
During this session, you’ll understand the growing opportunity in ESG investing and future growth drivers, including investor demand, particularly from the Millennial population. You’ll learn what you need to know about ESG investing in order to have the conversation with clients. Discover how to capitalize on the opportunity to build a sustainable business. Hear methods for conveying the information and key takeaways to help build your business.
Sponsored by Natixis Investment Managers
What is it Worth to You? Maximizing Today’s Opportunities for Tomorrow’s Valuation
As a retirement plan advisor, you have a lot decisions to make that will impact the value of your business. Whether you are considering purchasing plans from another advisor, buying or selling a practice, or not even quite sure what your next steps should be – answering one key question will help you define your path: what is it worth?
Sponsored by Nuveen Investments
Great information, an amazing event, the advisor experience.
Register today – more than 1,100 retirement plan advisors already have!
April 7-9, 2019
Las Vegas, Nevada
