Winter 2023

Top advisors of color are closing the racial savings gap, impacting their communities and beyond, and helping an increasingly diverse workforce achieve retirement security. Our winter issue discusses how they’re doing it and how you can, too. Also, Fred Reish explains how plan advisors can help their plan sponsor clients avoid fiduciary litigation while protecting themselves. Brian Graff explains why the American Retirement Association supports the DOL’s latest proposed fiduciary rule. What are the keys to a winning finals presentation? Six advisors reveal best practices and secrets to success. And we reveal the list of NAPA’s Top Women Advisors for 2023!