NAPA launched an online voting tool this year where the NAPA audience was able to vote for the sessions they want to see at the 2015 NAPA 401(k) SUMMIT. After almost 12,000 votes, the topics below were selected for our final agenda.
If you would like to be considered as a speaker for one of these sessions, please click here. Identify the session you would like to speak on and complete your submission by August 22. The Agenda Team will review the submissions in September, and selected speakers will be notified by the Agenda Team in early October.
Available Topics• Cash Balance, DB, and Non-qualified Plans
• Fiduciary Flavors: 3(38) and 3(16) Service Models
• Plan Design Ideas
• Leadership Strategies, Retirement Teams, Staffing, Business Valuation & Acquisition, Succession Planning
• Technological Innovations
• Advisor Pricing, Practice Profitability, Terminating Services, Plan Profitability, Fee Policy Statements
• Educating with Savings Priorities, Financial Planning without Advisor Liability
• Helping Clients Comply with ERISA, Fiduciary Success
• What drives plan sponsors to act, helping plan sponsors see the value of a 401(k) plan, driving a differentiated client experience
• Capturing IRA Rollovers
• Financial Wellness, Behavioral Finance, Financial Literacy Programs
• Providing Participant Advice and Guidance Solutions
• Retirement Income Solutions, Participant Outcomes
• Custom TDFs, Selection & Monitoring
• Allocation of Revenue Sharing and Plan Costs, ERISA Budget
