All posts by NAPAsummit

04 Jan 2018

A Take on Takeaways

By Jim Phillips, Retirement Resources

The mark of a successful conference is one from which you leave with valuable take-aways.
For retirement advisors and retirement-curious advisors, the NAPA SUMMIT is worth the time and money. Why?
From my perch on the NAPA Leadership Council, I have seen the 2018 SUMMIT agenda take form. The SUMMIT Steering Committee, a collection of experienced, well-respected representatives of our industry, examined what has worked (and not worked) in past, taken feedback from polls on the NAPA website, and brainstormed about sessions for the 2018 SUMMIT that would equip attendees with tons of useful take-aways. This is on track to be the best and biggest SUMMIT ever.
A spirit of sharing permeates SUMMIT, where ideas and success stories are freely exchanged. This takes place during the day, and extends in a unique way into the more relaxed “After Hours” networking events.
Attendees, collectively, possess thousands of years of acquired knowledge and they manage many hundreds of billions of dollars of retirement assets.

The 2018 NAPA SUMMIT is going to be a great learning experience, and it’s going to be a lot of fun. If you are seriously in the retirement plans business or want to be, this is the one conference of 2018 that you should not miss.

20 Dec 2017

Battle of the Country Music Festival Gear

What’s a Music Festival without the awesome Music Festival t-shirt, right?

Our graphic designers have come up with two options. We love ‘em both—so we’re leaving it to you!

So…which Music Festival t-shirt do YOU want to take home?

Design A

Click on image to zoom

Design B

Click on image to zoom
06 Dec 2017

Shutting Down Broadway

By Matt Scanlon
Director of Conferences, NAPA

It’s never a small feat to put together an event that’s the size and scope of the NAPA 401(k) SUMMMIT’s After Dark, but this year, in Nashville, we’re pulling out all the stops.
On Monday night, April 16, we’ve bought out four honky-tonks – Tin Roof, The Valentine, Crazytown, and Whiskey Bent – with a combined total of eight stages between them, to host our first-ever After Dark music festival. Four venues, unlimited open bars, over a dozen bands, live karaoke… that sounds like plenty, right?
Well, we decided to up the ante even more! In cooperation with the city of Nashville, NAPA is shutting down a section of Broadway for a street party right outside our honky-tonks. We’re setting up a beer garden, food trucks, games, and more, all in the open air!
The logistics involved in making this happen are impressive. Our friends in Nashville tell us, in fact, that no one has ever put together an event quite like this one downtown. We’re working closely with city representatives from the mayor’s office, public works, and homeland security; with local businesses, off-duty police officers, and other destination management contractors to ensure that everything goes off without a hitch.
Make no mistake – it’s a really big lift, with a ton of moving parts, but we know it’s gonna be worth it to produce an event you’re never going to forget. Can’t wait to see you there!
-Matt

06 Dec 2017

Summit Update

By Nevin Adams
Chief Content Officer

Greetings, all!
Your NAPA 401(k) Summit steering committee has been hard at work refining and polishing the agenda, vetting potential key note speakers, and working on those very special “After Dark” events that have quickly become a signature part of the SUMMIT.
A couple of quick updates:
Though it’s early, registration is running ahead of last year. Not surprising, since we are expecting a big uptick in advisor attendance following last year’s record-breaking Summit. Early registration will close a little earlier this year – so, if you haven’t registered yet, I’d encourage you to do so ASAP.
Several of you have asked about hotels – those of you who attended the last SUMMIT in Nashville will recall that, while there are several accommodations within walking distance of the conference venue, some are closer than others. If you’re looking for the closest/primary, you’ll want the Omni Nashville. And you’ll want to make those reservations NOW.
What’s the plan for NAPA 401(k) SUMMIT After Dark? Well, nobody knows how to throw a party like NAPA. Many of you weren’t able to attend the inaugural version in Las Vegas, but suffice it to say (for now) that it will be spread across five of Nashville’s hottest honky-tonks.
Wondering about CE credit? There will be plenty – including Ethics credit (which should come in very handy for all you new CPFAs out there!)
The agenda? We’ll have more than two dozen workshops running the gamut of everything from the evolution of target-date funds, cyber-security strategies, integrating HSAs into your practice, new ways to connect with the C-Suite, committee design and management, and a series of sessions specifically focused on better business practices.
If you have questions – please email me at nevin.adams@usaretirement.org.

-Nevin

04 Dec 2017

Battle of the After Dark Bands!

BATTLE OF THE AFTER DARK BANDS!

We’ve got a bunch of awesome bands playing on Monday night at the 2018 SUMMIT. They’re an incredible mix of the absolute best talent in Nashville! (And trust us, there’s so much talent in Nashville, putting together this list of the “best” bands to bring to you was not easy!)

But we’re totally stuck on Sunday night’s band. We’ve done a lot of hemming and hawing, but we just can’t decide between these two amazing bands.

So we decided: who better to help us than YOU, our NAPA Community? That’s right: we’re giving YOU the tiebreaking vote (which let’s face it, is the only vote that matters!)

So help us choose the band that will play on Sunday night at Wildhorse Saloon.

Check out the YouTube videos for each of the bands, then vote for your favorite. Keep checking back to watch live results!

This is gonna be FUN! We can’t wait to see who YOU choose!

Choice 1: Brooke Eden – Watch Brooke Eden Now
Choice 2: Runaway June – Watch Runaway June Now

Time to Vote

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