The first week of voting for agenda topics for the 2021 NAPA 401(k) Summit (September 12-14) has come to a close—here’s what’s leading…
We’ve received nearly 1600 votes thus far, and had 8 new ideas added for consideration on the topic of Practice Management.
Among the top 15, the bottom five are:
11. Ineffective and Effective Wellness Strategies—Why it Matters
12. Best Practices for Annual Reviews
13. Coupling Education with Plan Design to Drive Improved Participant Outcomes
14. Why “Pensionizing” a 401(k) Plan Is the Future of Retirement (Plans).
15. Healthy and Wealthy—The Whys Behind the Convergence of Healthcare & Retirement
The next five (rounding out the top 10) are:
6. What the IRS and DOL Continue to Target with Your Clients’ Plans
7. What Plan Sponsors Really Think
8. Driving Positive Participant Outcomes Through Personalization
9. Lifetime Income—the Option Everyone Wants and (Almost) Nobody “Gets”
10. Measuring Retirement Plan Success—Report Cards Make the Grade
And—as of this moment, the top 5 topics in the Practice Management category are:
5. How to Help Plan Sponsors Meet Their Fiduciary Obligations and Reduce Liability
4. What Do Plan Sponsors Look for When They Issue an RFP?
3. Designing a Retirement Plan Within a Total Rewards Comp & Benefits Strategy
2. Process to Quickly and Easily Build a Plan Sponsor’s Audit-ready Fiduciary File
1. Best Practices that Advisors Need to Adopt to Work with Recordkeepers/Vendors
The voting remains open—help us build the NAPA 401(k) Summit Agenda by casting your vote(s) today at… http://www.allourideas.org/napa2021practicemgmt
Next week—Investment Strategies!
How It Works—Read Carefully
As is our custom, we’ve loaded a starter set of topics—ideas from our steering committee, as well as topics that have been heavy and consistent traffic draws on NAPA Net. Our unique online voting tool will bring up two different session topics. You pick the one of the two that you like best—and then you get to pick between another two—and so on.
Don’t like either one? Say so. Got another idea? Add it. Every time you suggest an idea, it’s added to the pool of ideas that others vote on (but note—it won’t show up immediately, and if you add it more than once—well, it will only be added once, no matter how many times you try to add it.
