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SUMMIT TALK #4

You know the NAPA 401(k) SUMMIT is full of great content, actionable insights and unparalleled networking. We’ve also got you covered with continuing education credits (including CFP!).

Here’s the current status:

NAPA Members
The NAPA 401(k) Summit offers up to 15 hours of NAPA CE credit, including up to 1 hour of NAPA Ethics CE.

Attorneys (CLE Credit)
Approved: California
Pending: Missouri, West Virginia

Accountants (NASBA)
Approved for 15 CE (including 7.0 Administrative Practice and 8.0 Taxes)

Insurance Agents
Pending: Massachusetts, Ohio, Arizona

Certified 401(k) Professionals (C(k)P® Credit)
Pending approval

Certified Financial Planners (CFP® Credit)
Approved Sessions:


  1. “Evolving” Doers: The Evolution of Target Date Funds

  2. Hill to Summit

  3. Generation Next

  4. Source Spots – is 3(38) Worth it?

  5. HSA “Mets?” – Integrating HSAs into your Practice

  6. Stable, Valued – Stable Value Strategies in a Rising Interest Environment

  7. Tipping “Points?” – Are we at a Tipping Point for CIT Adoption?

  8. Pension Penchants – Cash Balance to LDI to PRT: the Transition of Traditional Pensions

  9. ROI Story – Financial Wellness: What’s in it for you?

  10. Suit “Cases” – Lessons from 401(k) Litigation

  11. Non-Qualified Success – New Ways to Connect with the C-suite

  12. “Evolving” Doers: The Evolution of Target Date Funds

  13. General Session – Hill to Summit


Additional sessions pending approval.

Enrolled Retirement Plan Agents (ERPA Credit)
The conference is designed to provide up to 12 ERPA credits and 1 ERPA Ethics credits. The final approval as to the number of ERPA credits rests solely with the Internal Revenue Service (IRS).

IMCA Credit
Pending approval

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