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Conferences & Events

BY NAPA Net Staff | 4/12/2023
Yaqub Ahmed from Franklin Templeton talks to John Sullivan on the floor of the NAPA 401(k) Summit on what Franklin Templeton is doing to make life easier for advisors and plan participants with... Read More
BY John Sullivan | 4/11/2023
Cash balance plans are hardly new, but they offer a unique combination of some of the best features of a traditional defined benefit pension plan with those of a defined contribution/401(k) plan—... Read More
BY NAPA Net Staff | 4/7/2023
"Now what?" asked Tina Wisialowski to attendees during the "After Map: Congratulations! You Won the Plan" session at this year's NAPA 401(k) Summit. Wisialowski articulated how most advisors... Read More
BY John Sullivan | 4/7/2023
“The most important thing to realize is that the goal is closing the coverage gap,” Bill Chetney said at the NAPA 401(k) Summit in San Diego on Tuesday when commenting on opportunities in... Read More
BY Nevin E. Adams, JD | 4/7/2023
Those of you who hung around for the last session at the 2023 NAPA 401(k) Summit got a special treat — our own advisor version of Family Feud… Our version includes Team Wirehouse/Independents in a... Read More
BY NAPA Net Staff | 4/6/2023
Keith Gredys from Kidder Advisors talks to John Sullivan from the NAPA 401(k) Summit floor about potential complacency following SECURE 2.0’s passing. Gredys also discusses whether Washington could “... Read More
BY NAPA Net Staff | 4/6/2023
Vincent Morris from OneDigital Retirement + Wealth talks about company culture, the bridge to financial wellness and the story they tell to the employer. He also elaborates to John Sullivan about... Read More
BY NAPA Net Staff | 4/6/2023
Gene Huxhold from John Hancock Investments tells his “contrarian” take on retirement income, being on the product side of the industry and CITs.   
BY Nevin E. Adams, JD | 4/4/2023
As we headed to San Diego last week, two things were uppermost in my mind. The Summit, of course — you don’t spend 10 months of your life focused on pulling together (and executing) the nation’s... Read More
BY John Sullivan | 4/4/2023
The passage of the SECURE 2.0 means more opportunity in the small and micro-plan markets, something to excite advisors. Yet, suppose they fail to act to close the retirement plan coverage gap. In... Read More
BY NAPA Net Staff | 4/4/2023
Fresh off her opening remarks as new NAPA President, Renee Scherzer, details her initiatives for the next year. Expressing the need for continued work with the ARA Political Action Committee (PAC... Read More
BY NAPA Net Staff | 4/4/2023
Will Hansen, Chief Government Affairs Officer for the American Retirement Association, details to John Sullivan from the floor of the NAPA 401(k) Summit what’s going on in Washington. ... Read More
BY John Sullivan | 4/3/2023
A high-octane, adrenaline-fueled keynote presentation at the NAPA 401(k) Summit on Sunday afternoon in San Diego deployed military aviation metaphors to illustrate the importance of energy and... Read More
BY NAPA Net Staff | 4/3/2023
American Retirement Association CEO Brian Graff has a STARK warning for advisors about a well-funded push to federalize retirement plans. What can advisors do to push back and how can you get... Read More
BY John Sullivan | 3/29/2023
ESG, Biden’s veto, a possible public takeover of private plans, and a little thing called SECURE 2.0 makes for a PACKED agenda at the NAPA 401(k) Summit in San Diego ... Read More
BY Nevin E. Adams, JD | 3/28/2023
A few weeks back, an industry friend commented that, while we had certainly done a great job promoting the NAPA 401(k) Summit, that campaign hadn’t fully captured the essence of what makes “the... Read More
BY NAPA Net Staff | 3/23/2023
ESG, SECURE 2.0, a public-sector threat to private 401(k) plans—A LOT is happening in retirement plan policy. Want to make a difference? Join us at the NAPA D.C. Fly-In Forum! The National... Read More
BY Nevin E. Adams, JD | 3/13/2023
We’ve got a couple of things to weigh in on this week — your thoughts on an upcoming plan sponsor panel at Summit — and your preferences regarding participant outcomes — in March Madness! That’s... Read More
BY Nevin E. Adams, JD | 3/10/2023
Beginning with the so-called Great Resignation, and fast-forward to today, employers are experiencing a challenging, tight labor market — requiring employers put a greater emphasis on creative... Read More
BY Nevin E. Adams, JD | 3/3/2023
We’re now just over 30 days away from the 2023 NAPA 401(k) Summit — and as strong as the entire conference lineup is, some might say we’ve saved the best for “last.” Here’s what readers said. We’... Read More
BY Nevin E. Adams, JD | 2/27/2023
We’re now just over 30 days away from the 2023 NAPA 401(k) Summit—so which workshop(s) are you most excited about? We’ve already heard from a number of you that the pick between one session and... Read More
BY Nevin E. Adams, JD | 2/24/2023
Last week we asked you to weigh in on which of a series of two workshop tracks (nine workshops) you were most excited about (and/or most likely to attend). This week—the next set—and there are a lot... Read More
BY Nevin E. Adams, JD | 2/21/2023
We’re now less than 60 days away from the 2023 NAPA 401(k) Summit—so which workshop(s) are you most excited about? We’ve already heard from a number of you that the pick between one session and... Read More
BY Nevin E. Adams, JD | 2/17/2023
We’re now less than 60 days away from the 2023 NAPA 401(k) Summit—and more than 1,100 advisors have already signed up. So this week, we asked them which workshop(s) readers were most excited about... Read More
BY Nevin E. Adams, JD | 2/13/2023
We’re now less than 60 days away from the 2023 NAPA 401(k) Summit—so which workshop(s) are you most excited about? We’ve already heard from a number of you that the pick between one session and... Read More

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