NAPA 401(k) Summit Topic Voting – Week #6

Another 300 votes weren’t enough to disrupt the top three vote-getters in our NAPA 401(k) Summit topic polling – but it did produce a new #4!

Carried over from last week were:

  • Plan health metrics, retirement readiness analytics, and benchmarking that help advisors shape plan design and improve their value prop
  • Disruptive forces in the retirement space
  • Enhancing your profitability in a fee compressed world

This week’s new #4 – which was last week’s new #5 – which was brand new to the top 10 the week before: Measuring retirement plan success – how are advisors quantifying impact of their work beyond investments and fees? Clearly an “up-and-comer” topic.

The remainder of the top 10 was mostly a carryover from last week:

  • Debunking the fiduciary liability myth – why cheapest doesn’t mean less liability
  • Integrating a decumulation focus into your accumulation practice
  • What the IRS and DOL continue to target with your clients’ plans

However, cracking the top 10 (again) were:

  • How to develop/determine a reasonable fee for your services
  • What plan sponsors really think

But remember – that’s only the top 10 – just a fraction of the topics we’ll have as part of the 2019 NAPA 401(k) Summit. We’ve lots more to choose (and vote) from because when we say that the NAPA 401(k) Summit is built by advisors, for advisors, we mean it. We’ve already got the location (Caesars, Las Vegas), the dates (April 7-9, 2019) and we’ve been working through a list of exciting keynote speakers. But this is your chance to weigh in on a critical aspect of the NAPA 401(k) Summit’s success – the agenda!

Our unique online voting tool will bring up two different session topics. All you have to do is pick your favorite – or add your own idea for others to vote on. Then you’ll get two more choices – vote or add one of your own. If you don’t like either of the suggestions (though that’s not likely) – there’s even an option for that. 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 we’ll keep you posted as to which topic(s) are leading, as we near the opening of registration for the 2019 NAPA 401(k) Summit.

So, give it a whirl – check out the exciting list of topics and vote at

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