All posts by NAPAsummit

20 Sep 2017

Bottom Line Bumps to Top of NAPA 401(k) SUMMIT Topics

Enhancing profitability made its move to top the list of topics for the NAPA 401(k) Summit, but it wasn’t the big mover this week.

Enhancing profitability in a fee compressed world, moved up from #3 in last week’s tally to top the list of NAPA 401(k) Summit topics, but “The Outsourcing Dilemma: Is a 3(38) Worth It?” shot up the list to take the #2 spot. It was not even in the top 10 a week ago.

Meanwhile, “What the IRS and DOL Continue to Target With Your Clients’ Plans” tumbled from its perch atop the list a week ago to #7 this week.

TOP 10 

With nearly 4,400 votes to date, the rest of the (current) Top 10 are:

  • Serving the small plan space effectively up a notch from last week, where it was #4
  • Financial wellness – how advisors can use it to differentiate; and how they can successfully pitch it to sponsors #9 a week ago
  • Process for determining a reasonable fee/Benchmarking, Building your service agreement up a notch from #6 a week ago
  • Are your meeting minutes an asset or a liability? How to effectively write and maintain investment committee meeting minutes new Top 10 entrant
  • What the IRS and DOL Continue to Target With Your Clients’ Plans last week’s #1!
  • Issues Plan Sponsors Complain About new submission!
  • Showing added value in the RFP process
  • Financial Wellness – the next generation

The list is a living thing – it works like a topics “cage match” of sorts. You’re presented with two different session topics – they rotate – all you have to do is pick your favorite or add your own idea for others to vote on. Then you’ll get two more choices – vote or add one of your own. If you don’t like either of the suggestions (though that’s not likely) – there’s even an option for that. Every time you suggest an idea, it’s added to the pool of ideas that others vote on.

Voting ends soon – don’t miss your chance to weigh in on the topics YOU care about for the 2018 NAPA 401(k) Summit.

Haven’t weighed in yet? There’s still time. Already voted? There are probably some new topics in the tool that you haven’t seen. Regardless – come check it out. And vote.

05 Sep 2017

Jostling Continues Among Top Topics for NAPA 401(k) Summit

Last week’s top vote getter has slipped to #4 and half the top 10 wasn’t in the topics for the NAPA 401(k) Summit.

As of September 1 (and nearly 4,000 votes), the top 3 topics (as voted on by NAPA-Net readers) are:

  • What the IRS and DOL Continue to Target With Your Clients’ Plans
    MEP’s to PEP’s – Impact of new small plan legislation
  • Enhancing profitability in a fee compressed world

Those have all vaulted into the top of the list in the past week, by the way.

The rest of the top 10 are:

  • Serving the small plan space effectively last week’s #1
  • Watch Out for the Compliance Issues that Companies Tend to Blame Advisors For new!
  • Process for determining a reasonable fee/Benchmarking, Building your service agreement
  • How to turbocharge my retirement business thru technology new!
  • Showing added value in the RFP process
  • Financial wellness – how advisors can use it to differentiate; and how they can successfully pitch it to sponsors. Are your meeting minutes an asset or a liability? How to effectively write and maintain investment committee meeting minutes.

 

The list is a living thing – it works like a topics “cage match” of sorts. You’re presented with two different session topics – they rotate – all you have to do is pick your favorite or add your own idea for others to vote on. Then you’ll get two more choices – vote or add one of your own. If you don’t like either of the suggestions (though that’s not likely) – there’s even an option for that. Every time you suggest an idea, it’s added to the pool of ideas that others vote on.

Voting ends soon – don’t miss your chance to weigh in on the topics YOU care about for the 2018 NAPA 401(k) Summit.

You can vote as often as you’d like – and we’ll keep you posted as to which topic(s) are leading, as we near the opening of registration for the 2018 NAPA 401(k) Summit.

Haven’t weighed in yet? There’s still time. Already voted? There are probably some new topics in the tool that you haven’t seen. Regardless – come check it out. And vote.

24 Aug 2017

A Shift at the Top for NAPA 401(k) Summit Agenda Topics

We’ve received another thousand votes over the last week….and the top 10 topics list HAS shifted…

And, as things stand now, the topic at the top of our unique voting tool tally is … (drumroll) …

Serving the Small Plan Space Effectively

That’s moved up from #4 in last week’s tally.

But while there was shifting at the top, #2 remained:

Getting Smarter About How Sponsors Need to Think About Their Benefit Budget

As for the rest of the top 10, they were:

  • MEP’s to PEP’s – Impact of new small plan legislation (new to the top 10)
  • Enhancing profitability in a fee compressed world (last week’s #1)
  • Cash Balance plans as a growth strategy (#10 last week)
  • Showing added value in the RFP process
  • Process for determining a reasonable fee/Benchmarking, Building your service agreement
  • Disruptive forces in the retirement space
  • The ideal plan – and how to get there (new to the top 10)
  • 3(16) – Are you serious? (also new to the top 10)

The list is a living thing – it works like a topics “cage match” of sorts. You’re presented with two different session topics – they rotate – all you have to do is pick your favorite or add your own idea for others to vote on. Then you’ll get two more choices – vote or add one of your own. If you don’t like either of the suggestions (though that’s not likely) – there’s even an option for that. Every time you suggest an idea, it’s added to the pool of ideas that others vote on.

You can vote as often as you’d like – and we’ll keep you posted as to which topic(s) are leading, as we near the opening of registration for the 2018 NAPA 401(k) Summit.

Haven’t weighed in yet? There’s still time. Already voted? There are probably some new topics in the tool that you haven’t seen. Regardless – come check it out. And vote.

16 Aug 2017

Help Pick the Topics for the 2018 NAPA 401(k) Summit

When we say that the NAPA 401(k) Summit is built by advisors, for advisors, we mean it. The 2018 NAPA 401(k) Summit Steering Committee has already been hard at work, laying out the foundation for a truly extraordinary experience. Now it’s your turn to weigh in on the agenda.

We’ve loaded a starter set of topics – ideas from our steering committee, as well as topics that have been heavy and consistent traffic draws on NAPA Net. Our unique online voting tool will bring up two different session topics. All you have to do is pick your favorite – or add your own idea for others to vote on.

Then you’ll get two more choices – vote or add one of your own. If you don’t like either of the suggestions (though that’s not likely) – there’s even an option for that. Every time you suggest an idea, it’s added to the pool of ideas that others vote on.

You can vote as often has you’d like – and we’ll keep you posted as to which topic(s) are leading, as we near the opening of registration for the 2018 NAPA 401(k) Summit.

But beware: This CAN be addictive.

11 Aug 2017

Meet the 2018 Summit Steering Committee

Lots and lots of work, thinking, planning – and conference calls, SO many conference calls – go into making the nation’s retirement plan advisor convention – well, the nation’s retirement plan advisor convention.

The volunteers that make up the NAPA 401(k) SUMMIT Steering Committee have a big job; to analyze and enhance submissions, design and develop new educational content for the NAPA 401(k) SUMMIT, and to identify creative and innovative content that meets the leadership development needs of current and future NAPA members. And then there’s the part where they are paired up with session facilitators in preparation for, and participation in, NAPA 401(k) Summit workshops and general sessions.

Here’s the 2018 NAPA 401(k) Summit Steering Committee

Co-Chairs

Melissa Cowan, Executive Director
Morgan Stanley

Chad J. Larsen, PRP, AIF®, President
MRP

Nevin E. Adams, JD, Chief Content Officer
American Retirement Association

Committee

Brady Dall, CBFA, AIF, PPC, EVP of Client Relations, 401k
Advisors Intermountain

Barbara Delaney, Founder and Principal, StoneStreet Advisor
Group, LLC

Christopher Dubie, CRPS, Senior Vice President, Financial
Advisor | Corporate Client Group Director, Morgan Stanley Wealth Management

Stephanie Gallegos, Independent Consultant

Jeb Graham, Senior Investment Consultant Partner, CAPTRUST

Michael R. Griffin C(k)P®, CRPC®, Director, National Retirement Plan Sales Executive, Retirement and Personal Wealth Solutions, Bank of America Merrill Lynch

Austin Gwilliam, Principal, GRP Financial

Christina Marschinke, Senior Vice President, Retirement Partners, LPL Financial

Daniella Moiseyev, U.S. Intermediaries | Retirement Segment Marketing Leader, Vice President, T. Rowe Price Investment Services, Inc. & T. Rowe Price Associates, Inc.

Alex Petrenko, QPA, QKA, SVP, Retirement Plan Consulting, Cetera Retirement Plan Specialists

Douglas G. Prince, CPA, AIFA®, PRP, Chief Executive Officer