Things have changed a lot in the past decade—what does YOUR crystal ball look like for the future?
We’ve gotten nearly 3,000 votes to date on proposed topics for the 2024 NAPA 401(k) Summit—and “Retirement Industry of 2030” is leading the list at the moment.
Don’t forget—the 2024 NAPA 401(k) Summit will be held April 7-9 in Nashville, Tennessee. You’ll definitely want to mark your calendars for this one! As for the agenda for that Summit—well, now that starts with YOU—you help set the framework for the NAPA 401(k) Summit agenda—by voting on the topic(s) you’d most like to be on that agenda!
The rest of the top 13 at the end of week #1 are:
- What Are the Daily Habits and Behaviors of the Most Successful Advisers?
- How to Make a Small Business 401(k) Plan Come Alive
- How to Develop/Determine a Reasonable Fee for Your Services
- Succeeding in the Small Market
- Fee Benchmarking; How and How Often?
- Guiding and Driving Plan Committees
- Behavioral Finance and Investor Psychology: Examine the role of emotions, biases, and cognitive processes in retirement planning and invest…
- How are advisors handling fiduciary duties and management of details for their 401(k) clients?
- Help! Someone Is Stealing My Clients: Is your retirement plan provider competing with you for personal wealth management clients?
- How to Conduct an Effective Investment Review
- Measuring Retirement Plan Success—Report Cards That Make the Grade
- Are Your Meeting Minutes an Asset or a Liability?
Whether you’ve voted or not, new potential topics are added every day by readers (like you)—so you’ll want to keep checking it out—and keep weighing in at: http://www.allourideas.org/2024SummitPM.
Next week—a chance to weigh in on… well, you’ll just have to come check it out.
