The votes (and topic submissions) have been coming in fast and furious – and our top 10 has been nearly totally redone. Just two of last week’s top 10 are still in that group.
Last week’s #1 had a short shelf life – slipping from the top to #7 is “Plan health metrics, retirement readiness analytics, and benchmarking that help advisors shape plan design and improve their value prop.”
While last week’s #3 – “Measuring retirement plan success, how are advisors quantifying impact of their work beyond investments and fees” – is now #9.
The New Top 10
Topping the list now is: “The Future of Retirement Income: Mental Bucketing and the Tools Needed to Improve Participant Outcomes.”
But right behind that is, “Is it in the best interest of individual participants to be auto-enrolled in a QDIA? If not, what is?”
And those aren’t the only changes. We have a new top group that now includes:
- Advisors do not put their HNW clients into TDFs. Why do we assume TDFs are best for the regular retirement saver?
- Refocusing Perspective: The Intersection of the Latest Financial Wellness Initiatives and Retirement Savings
- Ready! Fire! Aim? Reloaded: What big data tells us about participant behavior
- How to simplify menus for better participant outcomes
- Measuring Retirement Plan Success, how are advisors quantifying impact of their work beyond investments and fees
- Improve your outcomes by discussing in-plan income
New Topics
Not only is there (essentially) a new top 10, new topics continued to be added to the voting tool. The newest additions are:
- Effective responses to advisor RFPs
- How shifting demographics, technology innovations, and new employee expectations are shaping the workplace of the future
- Coupling education with plan design to drive improved participant outcomes
- HSA investment considerations for plan sponsors and advisors
- How to help plan sponsors meet their fiduciary obligations and reduce liability
Vote Note
So, even if you’ve voted – there are new topics – and new competition for the topics that 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!
Remember that 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 – and we’ll be closing the voting window shortly, as we prepare the agenda for the 2019 NAPA 401(k) Summit.
So, give it a whirl – check out the exciting list of topics and vote at http://ideas.asppa.org:3001/2019401ksummitagenda .
