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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 impacting retirement plans.
Graff set the stage by noting that the industry will experience an inflection...
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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 general session. Guillén emphasized that it's not just a money management issue—it's retirees...
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BY Ted Godbout 4/8/2024
Fintech provider Pontera has announced the hiring of three leaders with nearly 70 years combined experience in the defined contribution (DC) plan industry to oversee a new DC Partnerships Team.
The firm revealed that Jerry Bonnabeau will join the firm as its Head of DC Partnerships, a new role, in...
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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 on Sunday.
Describing her time as NAPA president as a rollercoaster ride, she noted the “ups, downs,...
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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 on retirement plan savers and advisors.
Graff, who kicked off the opening keynote general session at...
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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. He emphasized the rapid advancements in AI technology and the urgent need for the retirement planning...
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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 presidential acceptance speech at the NAPA 401(k) Summit in Nashville, Tenn.
“Why did I walk in with...
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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 country and western gear to get attendees excited for the education and entertainment to come.
"I just didn't...
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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 ever with a record-setting 2,800 advisors and exhibitors, promises discussions of retirement plan policy...
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BY Joey Santos-Jones 4/7/2024
Approximately 61% of employees say their organizations actively ensure fairness in hiring, compensation, and promotions through specific policies. However, growth opportunities remain in some areas. Only a third of the workforce reports having dedicated staff members who advocate for Diversity,...
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