I'd like to talk about...

We’re all dealing with the same issues…or are we?

One of the NAPA 401(k) SUMMIT’s most dynamic and engaging sessions is our advisor peer-to-peer, where we create a truly interactive environment for advisors (only) to discuss, debate and highlight some of the top services, challenges and forward-thinking ideas to create better retirement plans.

The ideas and insights from the regular SUMMIT agenda and this moderated discussion with your peers will turn those into actionable ideas and strategies to take back and implement into your practice.

We’ve also planned (separate) sessions for home office personnel and recordkeeper/DCIOs attendees!

It’s a unique opportunity to share your ideas and engage in enthusiastic discussions about the challenges and opportunities that your firm faces in the retirement plan landscape of today and tomorrow? 

So, what’s on YOUR mind? 

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* 1. I'd like to talk with my peers about...

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* 2. What size plans do you PRIMARILY work with?

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* 3. your questions are anonymous - but if you'd like to share the source (you never know, I might have a follow-up question for clarity), please leave your email here....

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