SUMMIT TALK #2

We’ve previously shared the first set of workshops at the 2018 NAPA 401(k) SUMMIT. But that’s only the beginning.

After a refreshing break, the second set of workshops at the NAPA 401(k) SUMMIT will start, including:

Profit “Abilities” – Building a Better Bottom Line

The competitive pressures have never been greater – the complexities never more challenging, and the focus on fees is unprecedented. Here are business strategies and practice management solutions that can build a better bottom line.

Phyllis Klein (Provocateur), Senior Director, Consulting Research Group, CAPTRUST
Grant Arends, President, Intellicents
Joe DeNoyior, CPFA, CRPS®, AIF®, C(k)P™, Managing Partner, Washington Financial Group
Manuel Rosado, Vice President/Partner, Spectrum Investment Advisors

Source “Spots” – Is 3(38) Worth It?

An ERISA § 3(38) arrangement represents the highest level of investment liability transfer possible under ERISA for a plan sponsor, but does it make sense for you to take on that responsibility? Here’s what you need to know to make an informed decision for your practice.

Chris Dubie, CRPS (Provocateur), Senior Vice President, Financial Advisor, Corporate Client Group Director, Morgan Stanley Wealth Management
Michael Esselman, Director of Investments, 401k Advisors Intermountain
Rita Fiumara, Senior Vice President, UBS
Anne Sanchez LaWer, Shareholder, Attorney, Littler Employment & Labor Law Solutions Worldwide

“Thorny” Weather – How to Avoid Being Asleep at the Switch

What Your 401(k)/403(b) Clients Will Blame You For (the thorniest issues from which your clients needed extrication).

Colin M. Clark, Retirement Plan Specialist, Washington Financial Group
Jewell Lim Esposito, Esq., ERISA/Tax Strategist, FisherBroyles

Robo “Tics” – Embracing Robo Advice

Think robo advisors are a threat to your practice? Think again. How these platforms can expand your reach and boost your bottom line.

Christina Marschinke, AIF®, PMP (Provocateur), Senior Vice President, Retirement Partners, LPL Financial
Ross Znavor, Managing Director, BlackRock Digital Wealth

Time’s running out – register for the NAPA 401(k) SUMMIT today at http://napasummit.org.

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