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New Speakers Confirmed for NAPA DC Fly-In Forum

Delegates to the premier elite advisor event will hear from some important voices from Capitol Hill.

We are pleased to announce that Rep. Peter Roskam (R-IL), Ways & Means Committee, has confirmed for the NAPA DC Fly-In. Roskam is the Chairman of the Ways & Means Subcommittee on Tax Policy. In addition to being an active member in the retirement arena, he is currently working with House Ways & Means Chairman Kevin Brady in leading House efforts to craft 2017 tax reform legislation. We look forward to hearing his insight into the process and how retirement savings incentives will play into tax reform.

Additionally, a long-time champion of retirement savings, Sen. Ben Cardin (D-MD) has been invited and tentatively confirmed to speak at the NAPA DC Fly-In. First elected to the Senate in 2006, Sen. Cardin currently serves as Ranking Member of the Senate Foreign Relations Committee, and also serves on the Senate Finance Committee (SFC). As a congressman, he and then-Rep. Rob Portman led the charge in the House for the Economic Growth Tax Relief and Reconciliation Act on 2001 (EGTRRA), which set higher contribution limits, simplified discrimination tests, created the Saver’s Credit and provided incentives for small-business retirement programs – remedying much of the damage done to retirement plan savings by the Tax Reform Act of 1986. Many in the industry still refer to the bill as “Portman-Cardin” in acknowledgement of their leadership there.

Cardin and Roskam will join an insightful and information agenda that also includes a special panel of ERISA litigators: Thomas E. Clark, Jr. of the Wagner Law Group; Nancy G. Ross, a partner in Mayer Brown’s Chicago office and co-chair of the firm’s ERISA litigation practice; and David N. Levine of the Groom Law Group, to discuss litigation issues regarding the fiduciary regulation and the current trends in 401(k) plan litigation.

Also invited to participate in the NAPA DC Fly-In Forum are Timothy D. Hauser, Deputy Assistant Secretary for Program Operations of the Employee Benefits Security Administration, the point man on the fiduciary regulation’s implementation, as well as Shahira Knight, Special Assistant to the President for Tax and Retirement Policy.

NAPA DC Fly-in Forum delegates will hear updates on federal regulations and tax reform affecting the retirement plan industry from top congressional leaders and industry experts, including the ones listed above. On the second day of the forum, delegates have an opportunity to meet one-on-one with congressional representatives on Capitol Hill to share insights from the experiences they have on a daily basis with business owners and plan participants.

There is no registration fee to participate in the NAPA DC Fly-In Forum (you are, however, responsible for your own travel and hotel expenses, if any) – but there is an application process, because this is truly for elite advisors.

Apply today at

PLEASE NOTE: Delegates to the Forum must:

  • be a NAPA member;

  • be responsible for $100M+ in plan assets, 10+ plans and 2,000+ participants; and

  • have 5+ years of experience servicing retirement plans.

Only a limited number of delegates are accepted – so complete your delegate application today!