The 2018 mid-term elections aren’t far away — and the keynote speaker at the NAPA DC Fly-In Forum will help approved delegates understand what it might bring.We’re talking about CNN Chief National... Read More
Advertisement
Conferences & Events
BY NAPA Net Staff | 5/1/2018
Hester Peirce was a leading voice among the SEC Commissioners supporting the publication of the recent Best Interest Regulation proposal, but still expressed concerns – and she’s going to be at the... Read More
BY John Ortman | 4/20/2018
The 2018 NAPA 401(k) Summit, held April 15-17 in Nashville, got rave reviews from attendees, speakers and exhibitors alike. This year’s attendance totaled over 2,000, including about 1,100 advisors... Read More
BY Ted Godbout | 4/18/2018
Is your firm still using outdated marketing practices to try to generate new leads? That apparently won’t cut it if you want to survive in today’s market.To increase your reach with potential clients... Read More
BY John Ortman | 4/17/2018
Jack Towarnicky, Executive Director of the Plan Sponsor Council of America, shared some highlights of the organization’s recently completed 2017 Annual Survey of Profit Sharing and 401(k) Plans in an... Read More
BY Ted Godbout | 4/17/2018
Among all current generations, Generation Xers have faced some of the toughest cultural and financial headwinds, but they have found a way to get things done, according to 2018 NAPA 401(k) Summit... Read More
BY John Ortman | 4/17/2018
Did you ever walk out of a meeting with a prospect saying to yourself, “Man, I crushed that!” – only to wonder a week later why they won’t return your calls?At the NAPA 401(k) Summit, T. Rowe Price’s... Read More
BY Ted Godbout | 4/17/2018
The plaintiff’s bar is getting increasingly creative in bringing parties of interest into DC plan litigation efforts, according to an April 16 panel discussion at the 2018 NAPA 401(k) Summit. “... Read More
BY John Ortman | 4/16/2018
The financial sector spent $90 billion on cybersecurity last year. What keeps the technologists in charge of financial firms’ cybersecurity efforts up at night?Rachel Wilson, head of cybersecurity... Read More
BY John Ortman | 4/16/2018
NAPA Executive Director (and American Retirement Association CEO) Brian Graff unveiled plans April 15 to address the expensive and outdated ERISA requirement to disclose information to 401(k)... Read More
BY John Ortman | 4/16/2018
The National Association of Plan Advisors welcomed Jeffery Acheson, CPFA, as its 2018-2019 President at the opening session of the 2018 NAPA 401(k) Summit in Nashville April 15.Acheson has nearly 40... Read More
BY John Ortman | 4/16/2018
“I don’t use social media because Compliance won’t let me.” Is that why you’re not on LinkedIn or Twitter? If so, you may want to check and see if that’s still true, advises social media thought... Read More
BY Ted Godbout | 4/16/2018
Not convinced yet that health savings accounts should be incorporated in your retirement savings conversation with clients? Panelists at a workshop session on the opening day of the 2018 NAPA 401(k)... Read More
BY NAPA Net Staff | 4/13/2018
We’re on our way – see you in Nashville! Want a quick overview of all you have to look forward to?While it won’t replace the conference app (be sure to download before you go!), there’s no better one... Read More
BY NAPA Net Staff | 4/11/2018
What does the man credited with inventing the term “Millennials” think lies ahead for retirement planning and advisors?Advisors – and the plan sponsors they serve – are grappling with the challenges... Read More
BY Paul D'Aiutolo | 4/11/2018
Editor's Note: This is the last quarterly column from Paul D'Aiutolo, NAPA's 2017-2018 President. It appears in the Spring issue of NAPA Net the Magazine, published in March, and is available in pdf... Read More
BY NAPA Net Staff | 4/10/2018
So, what’s the #hashtag for the #NAPA401kSUMMIT?Duh. It’s time to warm up your Twitter feeds with the session(s) and keynote(s) and connections you’ll be looking to make at the #NAPA401kSUMMIT.Not... Read More
BY NAPA Net Staff | 4/10/2018
There’s a lot of great networking to be had at the NAPA 401(k) SUMMIT – but nothing compares to our peer-to-peer sessions – and this year, there’s a new one!ADVISORS: One of the NAPA 401(k) SUMMIT’s... Read More
BY NAPA Net Staff | 4/10/2018
Want to make a difference in retirement plan policy? Come join us at the NAPA D.C. Fly-In Forum!Now in its sixth year, the 2018 NAPA D.C. Fly-In Forum is a convergence of the nation’s elite advisors... Read More
BY NAPA Net Staff | 4/9/2018
Looking to better leverage your retirement plan advisor voice? Determined to demonstrate your expertise through scaled technology to save you time, while consistently growing your influence?At the... Read More
BY NAPA Net Staff | 4/6/2018
This year, the SUMMIT has gone completely paperless – but you needn’t worry about finding your way around. There’s an “app” for that!With this year’s NAPA 401(k) SUMMIT app you’ll find: Schedule of... Read More
BY NAPA Net Staff | 4/4/2018
Great networking, practical and insightful workshops, the industry's best party... and that’s not all! Check out these inspiring, informative, and dynamic keynotes!Day 1We’ll kick things off with the... Read More
BY NAPA Net Staff | 4/3/2018
NAPA began its women-focused initiatives with the creation of the Top Women Advisors accolade. This year, NAPA continues the effort by joining forces with ASPPA for the inaugural Women in Retirement... Read More
BY NAPA Net Staff | 4/3/2018
The NAPA 401(k) SUMMIT has a long tradition of giving back to the local host communities. This year, we’re supporting two great causes!This year, in addition to participation in the 401k Race, we are... Read More
BY NAPA Net Staff | 4/2/2018
What do plan sponsors wish advisors knew? You might be surprised – but you can get it straight from the horse’s, er – plan sponsors’ mouth(s) at the NAPA 401(k) SUMMIT.Retirement advisory firms come... Read More
Recent Comments