When we say that the NAPA 401(k) Summit is built by advisors, for advisors, we mean it—and today we open up the official NAPA-Net voting on potential topics for the 2023 NAPA 401(k) Summit!
I know... Read More
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Conferences & Events
BY NAPA Net Staff | 6/1/2022
What are the six most powerful words in business development/sales and teaching?
“Let me tell you a story!”
That’s right—and since advisors love to learn from other advisors, the 2022 NAPA NQPA... Read More
BY NAPA Net Staff | 5/12/2022
If you’re serious about supporting plans and workers in the non-profit sector, you can’t afford to miss out on the inaugural NAPA/NTSA ERISA 403(b) Advisor Conference.
This unique conference is... Read More
BY Megan Crawford & Emily Minnich | 4/27/2022
Following a COVID-induced year off, the Women in Retirement Conference was back in person in January. Here’s a wrapup of this year’s event.
The day began with pouring rain as we arrived in Fort... Read More
BY Nevin E. Adams, JD | 4/19/2022
One of my favorite holiday movies is “Planes, Trains, & Automobiles”—but who thought so many would have to live it?
The movie I’m referring to is that 1987 John Hughes classic... Read More
BY Nevin E. Adams, JD | 4/8/2022
As you may have heard by now (and several hundred of you experienced in person), we closed out the 2022 NAPA 401(k) Summit with a special version of Family Feud…
That’s right—Team Aggregators took... Read More
BY NAPA Net Staff | 4/8/2022
The 2022 NAPA 401(k) Summit, held April 3-5 in Tampa, was marked by levels of enthusiasm, comaraderie and general happy-to-be-here-ness that were off the charts.
You can get a taste of the... Read More
BY Ted Godbout | 4/7/2022
For advisors who do not have a DC wholesaler they view as a trusted partner, it’s worth the effort to find them, as they can serve as a valuable resource to help advisors build, grow and manage their... Read More
BY Ted Godbout | 4/6/2022
Whether you’re looking for new partners to take over your practice or considering the M&A route, the planning for that next move should have started yesterday, speakers at an April 4 workshop... Read More
BY John Ortman | 4/6/2022
Choosing the right technology and integrating it into your practice smartly can turbocharge your business. At an April 4 workshop session at the NAPA 401(k) Summit, three tech-savvy execs explained... Read More
BY John Ortman | 4/5/2022
What do the best advisors do that make them the best? A panel of former NAPA presidents shared their “secret sauce” at an April 4 general session at the NAPA 401(k) Summit in Tampa.
The insider’s... Read More
BY Ted Godbout | 4/5/2022
“Auto everything” has solved a lot of problems, but the personalization required for decumulation strategies requires a different approach, Prof. Schlomo Benartzi suggested at an April 3 general... Read More
BY Ted Godbout | 4/5/2022
Consolidating or remaining independent each have their pros and cons, but it is especially important to understand the challenges and opportunities before going down that path, speakers at an April 4... Read More
BY John Ortman | 4/4/2022
What should advisors be asking their TPAs? What should they be getting from them? What makes the difference between a good TPA and a bad one? And how can advisors and TPAs improve their working... Read More
BY Ted Godbout | 4/4/2022
The House of Representatives’ overwhelming passage last week of the Securing a Strong Retirement Act (H.R. 2954, a.k.a SECURE 2.0) helps set the stage for action by the U.S. Senate later this... Read More
BY John Ortman | 4/1/2022
The National Association of Plan Advisors welcomed Corby Dall as its 2022-2023 President at the opening session of the 2022 NAPA 401(k) Summit in Tampa on April 3.
Dall is a senior vice... Read More
BY John Ortman | 4/1/2022
NAPA 401(k) Summit attendees got a sneak peek at NAPA’s newest (K)RS credential currently in development on Day 1 of this year’s Summit.
The Rollover Specialist (K)RS Credential... Read More
BY NAPA Net Staff | 3/3/2022
Want to make a difference in retirement plan policy? Come join us at the NAPA D.C. Fly-In Forum!
Now in its 10th year, the 2022 NAPA D.C. Fly-In Forum is a convergence of the nation’s elite... Read More
BY NAPA Net Staff | 2/24/2022
Hotels are nearly sold out for the NAPA 401(k) Summit, but there’s still a room for you—if you act now!
While the room blocks at the designated conference hotels have filled up fast—there’s... Read More
BY NAPA Net Staff | 2/17/2022
International recording artist Flo Rida has been tapped to headline the 2022 NAPA 401(k) Summit After Dark festivities!
With a catalog that includes the international hit singles “Low,” “Right... Read More
BY Nevin E. Adams | 1/28/2022
How’re you doing? And how’s your team? Your clients? There’s a lot of emphasis these days on wellness, and certainly in our business, financial wellness—this week we asked readers about mental health... Read More
BY Nevin E. Adams | 1/24/2022
How’re you doing? And how’s your team? Your clients? There’s a lot of emphasis these days on wellness, and certainly in our business, financial wellness—but how does mental wellness factor in?
One... Read More
BY Nevin E. Adams, JD | 1/18/2022
With 2021 in life’s rear-view mirror, it’s time to think about what lies ahead, to make decisions that will affect you, your practice, and the lives of those you support. And here’s a big one that... Read More
BY NAPA Net Staff | 1/6/2022
There’s a lot going on, and the months ahead look to be chock full of regulatory and legislative developments to challenge, adapt, absorb and eventually adopt and assimilate. We’re here to... Read More
BY NAPA Net Staff | 1/4/2022
As we all get back on the road in 2022, we want to make sure nothing holds you back from registering for the 2022 NAPA 401(k) Summit.
That’s why we’re offering risk-free registration... Read More
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