After a little more than five weeks' worth of voting — totaling more than 3,000 votes — here are the top 10 ideas in our online poll of ideas for sessions at next year’s NAPA 401(k) Summit:
1. the stewardship standard, post fiduciary standard
2. advisor best practices when providing both plan-level and participant-level investment services
3. managing plan profitability
4. top tech tools for the retirement plan advisor
5. behavioral finance and how participants make decisions
6. how to succeed at the pre-sale game
7. new fiduciary standard
8. how to efficiently deliver retirement planning to participants
9. advisor best practices for structuring IRA rollover programs
10. peer-to-peer idea sharing with leading advisors
Look for the voting box in the right column of any page on NAPA Net; on a mobile device, just scroll down to find the box. Here’s how it works:
• The online tool presents two session ideas. You pick your favorite — or add your own idea for others to vote on.
• The process is then repeated, with two more ideas to choose from and another opportunity to suggest a better one. Every time you suggest an idea, it’s added to the pool of ideas that others vote on.
• You can vote as often has you'd like, and see which topics are in the lead.
There's only one way to see the end result of the voting: Join us at next year's Summit. This is a good time to mark your calendar for March 23-25, 2014, in New Orleans.
