On Monday, at the NAPA 401(k) Summit in Nashville, Tenn., a workshop titled "Understanding the 403(b) Plan Marketplace for 401(k) Practitioners" featured discussions led by Nathan Glassey and Kelsey... Read More
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Conferences & Events
BY Joey Santos-Jones | 4/10/2024
BY Joey Santos-Jones | 4/8/2024
On Sunday at the NAPA 401(k) Summit in Nashville, Tenn., Mike Walsh, CEO of Tomorrow, explored the transformative potential of artificial intelligence (AI) in the advisory and regulatory landscape.... Read More
BY John Sullivan | 4/8/2024
“Democracy is messy, and it’s hard. It’s never easy.”
American Retirement Association CEO Brian Graff quoted Robert Kennedy to describe the current political environment and its potential effect... Read More
BY John Sullivan | 4/8/2024
NAPA’s Immediate Past President, Renee Scherzer, addressed attendees during the National Association of Plan Advisors' leadership transition at the organization’s 401(k) Summit in Nashville... Read More
BY Joey Santos-Jones | 4/8/2024
"53% of retirees in the United States go back to work either part-time or full-time," Mauro Guillén, Vice Dean at the Wharton School, told attendees of the NAPA 401(k) Summit Monday morning during a... Read More
BY John Sullivan | 4/8/2024
On Sunday, a blue-ribbon panel of D.C. tax-policy wonks joined American Retirement Association (ARA) CEO Brian Graff at the NAPA 401(k) Summit in Nashville to discuss potential legislation... Read More
BY John Sullivan | 4/7/2024
It’s Music City, so apropos.
Kidder Company/Fuerza Financial Chairman and CEO Keith Gredys chose the distinctive beat and guttural guitar riff of the Black Sabbath classic "Iron Man" to begin his... Read More
BY John Sullivan | 4/7/2024
After all the preparation, planning, travel, and travails, the 2024 National Association of Plan Advisors (NAPA) 401(k) Summit will start Sunday afternoon in Music City.
The Summit, the largest... Read More
BY John Sullivan | 4/7/2024
A rousing start to the NAPA 401(k) Summit happened in Nashville, Tenn., on Sunday. Summit Co-Chairs CAPTRUST's Devyn Duex and Raymond James' Don MacQuattie hit the stage in appropriate... Read More
BY Nevin E. Adams, JD | 4/2/2024
I’m rarely at a loss for words, but I was recently asked a question that gave me …pause.
It was a simple question really—John Sullivan and I were being interviewed on the 401(k) Specialist podcast... Read More
BY NAPA Net Staff | 3/26/2024
Whether it’s criticism from academia or sweeping proposals from lawmakers, the private sector retirement savings system—and 401(k)s in particular—is increasingly at risk.
We need your help in... Read More
BY NAPA Net Staff | 2/15/2024
Many recordkeepers are embracing artificial intelligence (AI) to deliver a personalized participant experience necessary to support a comprehensive retirement strategy for workers nationwide. Are you... Read More
BY Nevin E. Adams, JD | 1/31/2024
Today is a very important deadline… trust me on this.
So, for hundreds of you, it’s just another Wednesday, January 31. The end of the first month of 2024 (wow, that was quick!).
But some of... Read More
BY NAPA Net Staff | 1/25/2024
Surveys show participants want it—and (other) surveys show plan sponsors are considering it.
That focus is all about retirement income offerings—but as retirement plans evolve and the landscape of... Read More
BY NAPA Net Staff | 1/18/2024
A new study offers benchmarking insights on the practices and focus of the nation’s leading advisors.
That’s right — armed with feedback from some of NAPA’s top advisors and input from NAPA APEX... Read More
BY NAPA Net Staff | 1/11/2024
Does your team's expertise drive segmentation or is it market driven?
Who is the segmentation for? The advisors or the clients? If it is the clients, what do they get out of the... Read More
BY NAPA Net Staff | 11/30/2023
Happy Birthday, ERISA!
It’s been 50 years since the Congress passed landmark legislation that protected the savings of American workers and—arguably—created an entire industry. It’s now time for... Read More
BY NAPA Net Staff | 11/1/2023
The annual Leafhouse National Retirement Symposium (LNRS) took place in Austin, Texas in October. The theme was the Art of Change and LeafHouse CEO Todd Kading made several partneship... Read More
BY John Sullivan | 10/11/2023
Music City—Here We Come!
The National Association of Plan Advisors (NAPA) is excited to announce that registration for its 2024 NAPA 401(k) Summit is now open. It will take place among the glitz,... Read More
BY John Sullivan | 8/17/2023
Are you helping teachers, first responders, and others in the non-profit sector with their retirement plans? It’s a fulfilling focus and one you’ll want to do right.
It’s why you can’t afford to... Read More
BY Ted Godbout | 7/26/2023
Speaking July 25 at the 2023 NAPA D.C. Fly-In Forum, the Principal Deputy Assistant Secretary for the DOL’s Employee Benefits Security Administration (EBSA) shared with delegates the key priorities... Read More
BY Nevin E. Adams, JD | 7/14/2023
Over the past week, we’ve given readers (that’s you) one more shot at shaping the agenda for the 2024 NAPA 401(k) Summit. So, where do things now stand?
After several weeks of running topics... Read More
BY Nevin E. Adams, JD | 7/10/2023
For the past several weeks we’ve offered you a chance to help shape the agenda for the 2024 NAPA 401(k) Summit—this week, we’re offering you a shot at the ultimate cage match.
That’s right, we’ve... Read More
BY Nevin E. Adams, JD | 7/7/2023
We’ve gotten more than 6,000 votes to date on proposed topics for the 2024 NAPA 401(k) Summit—in three major categories. And there’s been a LOT of jostling in the rankings!
Lest you forget—the... Read More
BY Nevin E. Adams, JD | 7/3/2023
You’ve heard us say that the agenda for the NAPA 401(k) Summit is put together for advisors by advisors—well, here’s your opportunity to weigh in (again)—this time on business building topics!... Read More
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