About the NAPA/ASPPA 401(k) SUMMIT
The NAPA/ASPPA 401(k) SUMMIT provides a unique, interactive environment for retirement professionals who actively sell, market, support or service 401(k) plans including:
• Broker Dealer Registered Reps
• Registered Investment Advisors
• Plan Administrators (TPAs)
• Product and Service Professionals.
BENEFITS OF ATTENDING
• Leading Edge, Outstanding Educational Sessions
• Receive the Latest Legal and Regulatory Developments
• Earn ASPPA, ERPA and CFP® Continuing Professional Education credits
• Numerous Networking Opportunities
• Exclusive Financial Advisor and TPA Discussion Groups for Networking
• Over 140 Investment Management, Product and Service Providers in the Exhibit Hall
Congratulations to our 2013 401(k) Advisor Leadership Award Finalists and Semi-Finalists!
Fiduciary Consulting Group @ PSA, represented by lead team member Jania Stout, Retirement Plans Practice Leader
Moreton Retirement Partners, represented by lead team member Chad Larsen, President
Plan Sponsor Consultants, represented by lead team member Michael Kane, Founder & Managing Director
Heffernan Financial Services
Kathleen Kelly, Compass Financial Partners, LLC
Pensionmark Retirement Group
The FDG Group
The Kelliher Corbett Group
Steps for Success: Benefiting the Boys & Girls Clubs of America
In every community, boys and girls are left to find their own recreation and companionship in the streets. An increasing number of children are at home with no adult care or supervision. Young people need to know that someone cares about them. The Boys & Girls Clubs offer that and more. This year at the NAPA/ASPPA 401(k) SUMMIT you’ll have the opportunity to participate in an unusual fun raising (yes fun) opportunity, Steps for Success. Through the graciousness of our program sponsors, each step you take will raise funds for local Boys & Girls Clubs. Funds that will support programs in five key areas: Character and Leadership Development, Education and Career Development, The Arts, Sports Fitness and Recreation, and Health and Life Skills. Don’t be left out, register for your pedometer and participate in Steps for Success, a simple step toward making an impact in a child’s life!
Finally. Plan advisors get a “voice” in Washington.
By now you’ve heard of NAPA—the National Association of Plan Advisors—a new organization created by, for, and led by retirement plan advisors.
The truth is, NAPA was born out of necessity. The debates over a uniform fiduciary standard and the definition of investment advice under ERISA proved that policymakers in Washington have little understanding of what you do. And given the economy’s uncertainty and the debate about the future of 401(k) plans, it’s critical that advisors have a strong voice in Washington.
That’s where NAPA comes in. We’re developing a powerful grass roots and grass tops program that will enable advisors to clearly be heard on Capitol Hill. Plus, NAPA will have ASPPA’s political clout and expertise behind it every step of the way.
Beyond advocacy, NAPA also provides outstanding educational opportunities to advisors through ASPPA and TRAU. TRAU is The Retirement Advisor University—it’s part of UCLA and is run by industry veteran Fred Barstein. As a member of NAPA, you’ll have the opportunity to become more knowledgeable and more valuable to your clients and prospects.
Bottom line—NAPA’s mission is to represent retirement plan advisors—to be a leader in the evolution of the national retirement system to improve transparency, effectiveness, and governance—in an effort to improve the retirement outcome for participants. For more information and to join, visit www.asppa.org/napa.