For the past several weeks we’ve offered you a chance to help shape the agenda for the 2024 NAPA 401(k) Summit—this week, we’re offering you a shot at the ultimate cage match.
That’s right, we’ve... Read More
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Conferences & Events
BY Nevin E. Adams, JD | 7/7/2023
We’ve gotten more than 6,000 votes to date on proposed topics for the 2024 NAPA 401(k) Summit—in three major categories. And there’s been a LOT of jostling in the rankings!
Lest you forget—the... Read More
BY Nevin E. Adams, JD | 7/3/2023
You’ve heard us say that the agenda for the NAPA 401(k) Summit is put together for advisors by advisors—well, here’s your opportunity to weigh in (again)—this time on business building topics!... Read More
BY Nevin E. Adams, JD | 6/30/2023
We’ve gotten more than 6,000 votes to date on proposed topics for the 2024 NAPA 401(k) Summit—in three major categories. And there’s been a LOT of jostling in the rankings!
Lest you forget—the... Read More
BY Nevin E. Adams, JD | 6/26/2023
You’ve heard us say that the agenda for the NAPA 401(k) Summit is put together for advisors by advisors—well, here’s your opportunity to weigh in (again)—this time on team building topics!
That’s... Read More
BY Nevin E. Adams, JD | 6/23/2023
We’ve gotten nearly 5,000 votes to date on proposed topics for the 2024 NAPA 401(k) Summit—in two major categories.
Lest you forget—the 2024 NAPA 401(k) Summit will be held April 7-9 in Nashville... Read More
BY Nevin E. Adams, JD | 6/20/2023
You’ve heard us say that the agenda for the NAPA 401(k) Summit is put together for advisors by advisors—well, here’s your opportunity to weigh in!
That’s right, once again this year we’ve teed up... Read More
BY Nevin E. Adams, JD | 6/16/2023
Things have changed a lot in the past decade—what does YOUR crystal ball look like for the future?
We’ve gotten nearly 3,000 votes to date on proposed topics for the 2024 NAPA 401(k) Summit—and “... Read More
BY Nevin E. Adams, JD | 6/12/2023
You’ve heard us say that the agenda for the NAPA 401(k) Summit is put together for advisors by advisors—well, here’s your opportunity to weigh in!
That’s right, once again this year we’ve teed up... Read More
BY Joey Santos-Jones | 5/10/2023
At PSCA National just last week, ARA CEO Brian Graff and EBSA Assistant Secretary Lisa M. Gomez discussed a wide range of topics, including the many... Read More
BY NAPA Net Staff | 4/18/2023
What a loaded question. You wouldn't know it from the looks on our faces, but my interview with Empower's Tina Wilson, CFA was GREAT, and really insightful.
"The time for retirement income is now... Read More
BY NAPA Net Staff | 4/18/2023
On April 3, the Nevin & Fred podcast went on the road to San Diego for a live appearance in front of a standing room only crowd at the NAPA 401(k) Summit.
Along with their... Read More
BY NAPA Net Staff | 4/17/2023
The 2023 NAPA 401(k) Summit held April 2-4 in San Diego, CA was one for the books, featuring record advisor attendance, inspiring keynote presentations, insightful panel discussions and an... Read More
BY NAPA Net Staff | 4/12/2023
Yaqub Ahmed from Franklin Templeton talks to John Sullivan on the floor of the NAPA 401(k) Summit on what Franklin Templeton is doing to make life easier for advisors and plan participants with... Read More
BY John Sullivan | 4/11/2023
Cash balance plans are hardly new, but they offer a unique combination of some of the best features of a traditional defined benefit pension plan with those of a defined contribution/401(k) plan—... Read More
BY NAPA Net Staff | 4/7/2023
"Now what?" asked Tina Wisialowski to attendees during the "After Map: Congratulations! You Won the Plan" session at this year's NAPA 401(k) Summit.
Wisialowski articulated how most advisors... Read More
BY John Sullivan | 4/7/2023
“The most important thing to realize is that the goal is closing the coverage gap,” Bill Chetney said at the NAPA 401(k) Summit in San Diego on Tuesday when commenting on opportunities in... Read More
BY Nevin E. Adams, JD | 4/7/2023
Those of you who hung around for the last session at the 2023 NAPA 401(k) Summit got a special treat — our own advisor version of Family Feud…
Our version includes Team Wirehouse/Independents in a... Read More
BY NAPA Net Staff | 4/6/2023
Keith Gredys from Kidder Advisors talks to John Sullivan from the NAPA 401(k) Summit floor about potential complacency following SECURE 2.0’s passing. Gredys also discusses whether Washington could “... Read More
BY NAPA Net Staff | 4/6/2023
Vincent Morris from OneDigital Retirement + Wealth talks about company culture, the bridge to financial wellness and the story they tell to the employer. He also elaborates to John Sullivan about... Read More
BY NAPA Net Staff | 4/6/2023
Gene Huxhold from John Hancock Investments tells his “contrarian” take on retirement income, being on the product side of the industry and CITs.
BY Nevin E. Adams, JD | 4/4/2023
As we headed to San Diego last week, two things were uppermost in my mind.
The Summit, of course — you don’t spend 10 months of your life focused on pulling together (and executing) the nation’s... Read More
BY John Sullivan | 4/4/2023
The passage of the SECURE 2.0 means more opportunity in the small and micro-plan markets, something to excite advisors. Yet, suppose they fail to act to close the retirement plan coverage gap. In... Read More
BY NAPA Net Staff | 4/4/2023
Fresh off her opening remarks as new NAPA President, Renee Scherzer, details her initiatives for the next year.
Expressing the need for continued work with the ARA Political Action Committee (PAC... Read More
BY NAPA Net Staff | 4/4/2023
Will Hansen, Chief Government Affairs Officer for the American Retirement Association, details to John Sullivan from the floor of the NAPA 401(k) Summit what’s going on in Washington. ... Read More
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