Joey Santos-Jones

At the NAPA 401(k) Summit in Nashville, Tenn., a workshop titled "Understanding the 403(b) Plan Marketplace for 401(k) Practitioners" featured insightful discussions led by Nathan Glassey and Kelsey Mayo. The workshop provided plan advisors insights into the opportunities available in nonprofits and foundations, hospitals, universities, and more. Can 403(b)s make a difference in your practice? Both Mayo and Glassey believe so.

On Sunday at the NAPA 401(k) Summit in Nashville, Tenn., Mike Walsh, CEO of Tomorrow, explored the transformative potential of artificial intelligence (AI) in the advisory and regulatory landscape. He emphasized the rapid advancements in AI technology and the urgent need for the retirement planning industry to adapt and innovate.

Approximately 61% of employees say their organizations actively ensure fairness in hiring, compensation, and promotions through specific policies. However, growth opportunities remain in some areas. Only a third of the workforce reports having dedicated staff members who advocate for Diversity, Equity, Inclusion, and Belonging (DEIB), and even fewer, 30%, experience salary transparency. Additionally, only 26% say their workplaces offer affinity or employee resource groups based on shared identities. 

Is your approach to retirement planning truly client-centered?

Recent national surveys reveal that basic financial literacy is low in the United States overall—especially amongst racially underrepresented populations.

Do you feel confident selling SECURE 2.0 to clients? Some attendees of the Day 3 session "Selling SECURE 2.0" at ASPPA Annual felt so-so about it.