The NFL isn’t the only one holding playoffs—and with nearly 3,000 votes this past week, we’ve gained some new insights as to most popular topics for the 2021 NAPA 401(k) Summit!
For the past several weeks, we’ve given you a chance to weigh in on four key topic areas of focus for the NAPA 401(k) Summit agenda: practice management, investment strategies, trends setters, and personnel/personal development. This week we took the top 10 from each of those categories—added to that a dozen recommendations from the steering committee—and reset the counters for a rotating mix of those 50 (or so) outstanding topics for consideration.
So—after a week, and nearly 3,000 votes—here are the top 20:
1. Earning Our Keep: Value added services to avoid sticker shock of advisor fees
2. What Plan Sponsors Really Think
3. How to Develop/Determine a Reasonable Fee for Your Services
4. How to Effectively Write and Maintain Investment Committee Meeting Minutes
5. Reframing Your Value Around Client Goals
6. Designing a Retirement Plan Within a Total Rewards Comp & Benefits Strategy
7. If I Knew Then What I Know Now—Insider Tips
8. Employee Education—what type(s) are offered, how is success measured, how (if?) it’s charged, who delivers, the role of the advisor versus…
9. Participant data—how do you get it, how do/can you use it?
10. How to Run Your Practice More Effectively and Efficiently
11. What advisors wish providers knew? (perhaps also what providers wish advisors knew?)
12. Measuring Retirement Plan Success—Report Cards Make the Grade
13. What the IRS and DOL Continue to Target with Your Clients’ Plans
14. How to Simplify Plan Menus for Better Participant Outcomes
15. The Evolution of Investment Lineup Construction and Custom Solutions
16. Coupling Education with Plan Design to Drive Improved Participant Outcomes
17. Cybersecurity and Fraud Protocol—How Can Advisors/Plan Sponsors Conduct Due Diligence on Providers?
18. What Are the Daily Habits and Behaviors of the Most Successful Advisers?
19. Panel on best practices that advisors need to adopt to work with recordkeepers/vendors
20. The Case for Managed Accounts—will managed accounts replace target date funds? Market acceptance and how they affect participant outcomes
Not to mention another three dozen options that aren’t listed!
We’re going to keep this open for one more week… then… that’s it. This will be your final chance to weigh in—to help us build the agenda for the nation’s retirement plan advisor convention!
Do it TODAY at http://www.allourideas.org/NAPA2021Topicplayoff.
And don’t forget to mark your calendars: Mandalay Bay, Las Vegas, Sept. 12–14, 2021. And you can sign up for updates at https://napasummit.org.
