Any minute now, advisor registrations for the NAPA 401(k) SUMMIT will cross the 1,000 threshold (perhaps even as you read this). Here’s a taste of what’s on the Day 1 agenda that YOU helped create for the nation’s retirement plan convention.
We’ll get things off to a quick and compelling start with our “From the Hill to the Summit” panel featuring the newly appointed head of the Employee Benefits Security Administration (EBSA). Preston Rutledge, EBSA Assistant Secretary of Labor, has a long history of working with the regulations and legislation that affect workplace retirement plans, and he’s been invited to join American Retirement Association CEO Brian Graff for an exclusive and wide-ranging discussion about the future prospects for the fiduciary regulation, open MEPs, state-run retirement plans and electronic disclosures.
From there we’ll move to our first set of diverse workshops:
Practice Management: HSA ‘Mets’? Integrating HSAs into your Practice
Health Savings Accounts, or HSAs, are expanding in reach and increasing in assets – little wonder with the triple tax advantage they provide in helping fund health care expenses in retirement. Learn how the “other” retirement savings account can and should factor into your discussions about financial wellness and retirement readiness generally.
Ryan Tiernan, National Accounts Manager, The Capital Group
Ken Forsythe, Assistant Vice President, Product Strategy, Empower Retirement
Jamie Greenleaf AIF®, CBFA, C(k)P®, CHSA, Lead Advisor, Prinicipal, Cafaro Greenleaf
Tom McKenna, Director of Institutional Sales, HealthView Services, Inc.
Regulatory/Compliance: Dancing with the (DOL, IRS and CPA) Stars
Nobody wants to get that call from the Labor Department or IRS – but if your clients do, here’s what you need to know. And what you need to do before you do. Tips and real-life experiences to help you, and your plan sponsor clients, stay out of trouble.
Doug Prince, CEO, ProCourse Fiduciary Advisors, LLC
Elizabeth Allen, VP, Benefits Compliance, Counsel/Legal and Compliance, NFP
Grant Halvorsen, VP Retirement Plan Consulting, MRP
Dave Leising, Employee Plan Audit Partner, BKD
Investments: ‘Environmental’ Impacts of ESG
Surveys suggest a growing interest in environmental, social and governance (ESG) factors, and a new generation of 401(k) investors appears eager for those options. What are the latest trends in ESG investing, and what factors should be considered?
Edward Farrington, Executive Vice President, Retirement, Natixis Investment Managers
Marketing: Influence ‘Sure’ – Leveraging COIs to Grow Your Business
Sometimes the best way to get a seat at the table is the indirect one – through a center of influence, third-party administrator, CPA, attorney, etc. Insights from a special COI panel on how to access and influence the influencers.
Jason Chepenik, Managing Partner, Chepenik Financial
David Levine, Principal, Groom Law Group
Matt Martinez, Major Accounts Client District Manager, ADP
Kelley Snook, President, SHA Retirement Group
Sound good? That’s only the beginning. Stay tuned for further updates. On Day 2, we have ANOTHER set of workshops, and a keynote closer you WON’T want to miss!
Oh – and if you haven’t yet registered for the NAPA 401(k) SUMMIT – better do so today. The seats are filling up fast, and the hotel room blocks even faster!
More at http://napasummit.org.
