Addressing the 2020 NAPA D.C. Fly-In Forum this week, two members of the House Ways & Means Committee shared their thoughts on how the economic stress caused by the pandemic has shined a... Read More
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Conferences & Events
BY Ted Godbout | 7/23/2020
BY Ted Godbout | 7/22/2020
Considering the Department of Labor’s proposed prohibited transaction class exemption for investment advice fiduciaries, Sen. Patty Murray (D-WA) indicated at the 2020 NAPA D.C. Fly-In Forum July 21... Read More
BY Ted Godbout | 7/21/2020
Rep. Richie Neal (D-MA), Chairman of the House Ways & Means Committee, kicked off the 2020 NAPA D.C. Fly-In Forum July 21 by sharing his retirement policy legislative priorities over the coming... Read More
BY NAPA Net Staff | 7/14/2020
While “fundamentally similar” to the rule proposed last October, the Labor Department’s final rule on default electronic disclosure did include some modifications in response to comments received... Read More
BY Brian Graff | 6/24/2020
It has been almost three months since we postponed the 2020 NAPA 401(k) Summit to Sept. 10-12, at Universal Orlando. Here’s an update.
When the Summit was postponed, the NAPA Leadership Council... Read More
BY Andrew Remo | 6/10/2020
The COVID-19 pandemic has changed our lives in ways both large and small that seemed unimaginable only a few weeks ago—but the need for your advocacy on critical retirement issues is greater than... Read More
BY NAPA Net Staff | 6/3/2020
Guess how many advisor-delegates have already reserved their place at the eighth annual NAPA DC Fly-In Forum?
Applications only opened a week ago, and they have been pouring in. Indeed, we’re off... Read More
BY NAPA Net Staff | 5/27/2020
Washington, D. C. may be sheltering in place, but the NAPA DC Fly-In Forum is open for (virtual) engagement.
In these transformational times—as the nation wrestles with the impact of COVID-19—and... Read More
BY NAPA Net Staff | 3/19/2020
In light of recent developments, including significant changes to CDC guidelines for large events, the NAPA Leadership Council has decided to reschedule the upcoming 2020 NAPA 401(k) Summit.
The... Read More
BY NAPA Net Staff | 3/10/2020
Nonqualified deferred compensation plans are once more in the spotlight—and for some, in the cross-hairs. Do you know what your plan sponsor clients need you to know?
In today’s world of tight... Read More
BY NAPA Net Staff | 3/5/2020
Almost from the day we launched our call for Top DC Advisor Teams, there has been an interest in a related compilation—one that captures the DC assets of an entire firm, or a multi-office arrangement... Read More
BY NAPA Net Staff | 3/4/2020
There seems to an endless array of 401(k) plans taken to task for alleged fiduciary breaches—and many find it more economical to settle, rather than taking their case to court. But there are lessons... Read More
BY NAPA Net Staff | 3/2/2020
We’re all dealing with the same issues… or are we?
One of the NAPA 401(k) SUMMIT’s most dynamic and engaging sessions is our advisor peer-to-peer, where we create a truly interactive environment... Read More
BY NAPA Net Staff | 2/26/2020
Surveys continue to show that workers and retirees alike are more concerned about health care costs in retirement than any other element—and yet the most underutilized tool in the retirement savings... Read More
BY NAPA Net Staff | 2/25/2020
Have you found that building a plan for business development, the client experience, and the participant experience is intimidating?
At the NAPA 401(k) Summit, we’ve got just the workshop to help... Read More
BY NAPA Net Staff | 2/19/2020
Let’s face it, everyone loses in the “race to the bottom”—and InspiredMeetings’ Ann Schleck has some insights on how to move that needle.
Amidst continued pressures on fees and services, the most... Read More
BY NAPA Net Staff | 2/18/2020
Every year more and more make the nation’s retirement plan advisor plan convention their “must attend” event.
In just five years, the NAPA 401(k) Summit has expanded its attendance from 1,300... Read More
BY NAPA Net Staff | 2/13/2020
Sure, you may know what YOUR plan sponsor clients think… or do you?
Back by popular demand at the 2020 NAPA 401(k) Summit: Plan Sponsor Confidential.
Off-the-record insights direct from the... Read More
BY NAPA Net Staff | 2/11/2020
There’s no place more critical to solving the retirement plan coverage gap than small business – but what’s the trick to serving them profitably?
It’s no surprise that small business plan sponsors... Read More
BY Nevin E. Adams, JD | 2/6/2020
Women are becoming the primary decision makers on the retirement plans, taking on CEO, CFO and Managing Partner roles – what could that mean for your focus and practice?
A very special panel of... Read More
BY NAPA Net Staff | 2/3/2020
More than two-thirds of the respondents to a recent NAPA-Net Reader Poll think that the SECURE Act’s expanded tax credits will have some or a great deal of impact.
That’s right – the SECURE Act... Read More
BY NAPA Net Staff | 1/31/2020
Sure we know that every conference on the planet extends their early bird deadline – but not this year for THIS very special conference. Quite simply, if you register Monday, it’s going to cost you... Read More
BY NAPA Net Staff | 1/30/2020
Finding good talent is hard…keeping that talent can be even harder.
While there are some strategies and general business approaches that apply to hiring and grooming your team as your enterprise... Read More
BY Nevin E. Adams, JD | 1/29/2020
If you’re an advisor focused on the retirement plan space (and why else would you be reading this?), come April 26-28, you’re going to be at the 2020 NAPA 401(k) Summit.
It’s been widely referred... Read More
BY NAPA Net Staff | 1/28/2020
What could possibly be wrong with offering financial wellness? Heck, we can’t even agree on what it is!
It sounds good, and every plan sponsor wants a program, but it takes time, money,... Read More
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