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The Shuffle Continues in Top 10 Topics for the NAPA 401(k) Summit

Conferences & Events

More than 4,200 votes have been received on the potential topics for the NAPA 401(k) Summit – and there are six new Top 10 Topics!

At the end of Week #2, the top trending topics now are: 

  1. Measuring retirement plan success – how are advisors quantifying impact of their work beyond investments and fees (#4 last week). 
  2. What plan sponsors really think (holding steady at #2).
  3. Coupling education with plan design to drive improved participant outcomes (up from #6). 
  4. Excessive fee suit successfully defended in court trial (new to the list and the Top 10!).   
  5. How you can differentiate your practice by bringing together wealth management and a unique 401k offering using managed accounts (another new entrant).
  6. Disruptive forces in the retirement space (up from #10 last week and #7 the week before).
  7. Why “pensionizing” a 401(k) plan is the future of retirement plans (new to the top 10). 
  8. Plan health metrics, retirement readiness analytics, and benchmarking that help advisors shape plan design and improve their value prop (another new to the top 10).       
  9. Financial wellness – how it can differentiate your practice (yep, yet another “newbie”).
  10. HSAs, that other retirement bucket (and yet another new addition).

Dropping out of the top 10? Well, you can see last week’s list here

Like those? Want to see something else? Wonder why your choice didn’t make the cut? There’s still time to have an impact.

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 won’t be added but a single time).

But beware: This can be addictive.

VOTE AT https://www.allourideas.org/2020summittopics

In the meantime, you can sign up for NAPA 401(k) Summit updates or save the date(s) at http://napasummit.org/

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