|8:00 a.m. – 12:00 p.m.||CPFA Cram Session #1
ADVISORS ONLY: Earn NAPA’s Certified Plan Fiduciary Advisor (CPFA) credential while at the Summit and at no cost for the training OR the exam! Participate in this intensive review session and then take the CPFA exam onsite (two exam sessions available).
Preregistration required, please choose to participate in this event during your conference registration process. Sorry, no onsite registration for this event is available.
|11:30 a.m. – 12:45 p.m.||Lunch in the Exhibit Hall|
|1:00 p.m. – 1:30 p.m.||Welcome and Summit Kick-Off|
|1:30 p.m. – 2:30 p.m.||General Session 1: From the Hill to the SUMMIT
Come Hill or High Water – Trump, Tax Reform, and the Fiduciary Rule
American Retirement Association CEO and NAPA Executive Director Brian Graff teams up with The Hon. Bradford Campbell, partner at Drinker Biddle & Reath, LLP & former Assistant Secretary of Labor for Employee Benefits and head of the Employee Benefits Security Administration for an insider insight-filled update of the latest developments from Capitol Hill, including:
Start your NAPA 401(k) Summit Experience on a high note!
|2:30 p.m. – 2:45 p.m.||Break
|2:45 p.m. – 3:35 p.m.||CONCURRENT WORKSHOPS|
|Workshop 1: Health "Squared" - Dealing with the Convergence of Healthcare & Retirement
A growing body of academy study shows the link between financial and physical health - a linkage with potentially catastrophic results in retirement, where unplanned healthcare costs can cut into retirement savings.
Facilitator: Hugh O’Toole, Senior Vice President, MassMutual
Jamie Linkowski, President, PRIMESolutions Advisors, LLC
Russell Livingston MHP, President & CEO, Babb, Inc.
|Workshop 2: Security Blanket - 10 Things You Need to Know About Social Security
Social Security is the foundation on which most Americans' retirement futures are built. Indeed, it provides at least half of total income for a majority of retired Americans. What you need to know to help your clients prepare and maximize their benefit(s).
Facilitator: Matt Foster, Retirement National Account Manager, Invesco
Karen Ireland, Business Development Contact, MFS
|Workshop 3: Dream Teams - How to Build, Grow & Keep Effective Teams
How to find, motivate, challenge - and keep - a winning team in good times and times that aren't always so good.
Facilitator: Phyllis Klein, Senior Director, CAPTRUST Financial Advisors
Jania Stout, Practice Leader, Fiduciary Plan Advisors
Christopher Venuti, Senior Vice President, Graystone Consulting, Morgan Stanley
|Workshop 4: "Multiple" Choices - Putting Some "Pep" into that MEP
Multiple Employer Plans, or MEPs, have long been considered a valuable tool for controlling costs and simplifying plan governance, but their application historically has been limited. That may be changing... In 2016, the Senate Finance Committee unanimously passed a proposal that would allow two or more unrelated private employers to adopt a defined contribution pooled employer plan (PEP) as long as the PEP has a pooled plan provider (PPP) as the named fiduciary to the plan. What's the road ahead look like for MEPs - and what could that mean for your practice?
Facilitator: Pete Swisher, Senior Vice President, Pentegra Retirement Services
Chuck Williams, Managing Director, Sheridan Road
Geoffrey Schock, Principal, Firm Trutina Financial
|3:35 p.m. – 4:20 p.m.||Break|
|4:25 p.m. – 5:30 p.m.||
What is a “Super Session?”
Structurally, a “super” session is a point/counterpoint format. Not exactly a debate, but an opportunity for expert voices who have different perspectives on key issues to “make the case” and engage in a discussion that expands and enriches understanding.
We call them “super” because they:
|SUPER SESSION 1: Technology
Tech-tonic Shifts – Where do technology and high-touch intersect – and collide?
Technology is an indispensable part of any credible advisor’s toolset. Indeed, in a time when a broadening array of advice-related and advisory services are coming to market via so-called “robo” advisors, and in the wake of the Labor Department’s fiduciary rule that seemed favorably disposed toward those designs, we could be looking at the Rise of the Machines. And if so, what might that mean for your practice – and your livelihood? Particularly as this new generation of robo advisors includes some very human elements. In this Super Session, our panel of industry experts will discuss, debate and share insights on:
Facilitator: Vincent Morris, President, Bukaty Companies Financial Services
Chris Costello CFP®, CEO & Co-Founder, blooom, inc.
Cynthia Loh, GM, Betterment for Business
|SUPER SESSION 2: Advisor Value
Value, Added: Building a Better Value Proposition
In an era of consolidation and fee compression, when a constant stream of litigation invokes concerns about “excessive” fees, when fee disclosure (if not fee comprehension) is the order of the day, little wonder that retirement advisors are increasingly concerned about the “race to the bottom.”
Come join in the debate about best practices in positioning your services, the value you (can) bring to the bottom line, the connection between value and quality, and the latest thinking from industry leaders on creating a true value proposition in a demanding and shifting business environment from those who have not only talked the talk, but “walked the walk”.
Facilitator: Tom Kmak, Chief Executive Officer, Fiduciary Benchmarks
James J. Detterick CRPS® ARPC®, Managing Director, Morgan Stanley Wealth Management | Graystone Consulting
Patrick E. Oberlander, CRPS, Financial Advisor, Sr. Retirement Plan Consultant, UBS Financial Services Inc.
|5:30 p.m. – 7:00 p.m.||Welcome Reception|
|7:30 p.m. – 11:00 p.m.||
The Royal Machines @ Brooklyn Bowl
* Agenda is subject to change.