NAPA Net - Polling Places 092421

Let's Start Talking Topics for the 2022 NAPA 401(k) Summit

Hard to believe, but just last week we were in the middle of an amazing 2021 NAPA 401(k) Summit. Today we start the process of planning for the next one – with your opportunity to weigh in on and suggest potential topics.

That’s right – the 2022 NAPA 401(k) Summit is only about 200 days away (April 3-5, Tampa, Florida) – the steering committee is ready to start meeting – and planning – the topics for workshops.

Now, we’ve long said that the agenda for “the Summit” is built by advisors for advisors – and that process for 2022 starts today. We’ve put together a starter set of potential topics – and this week we’ll start by asking you to weigh in on these starters – and write in topics that you’d like us to consider.

Question Title

* 1. Which topic(s) look of interest (check all that you find of interest)?

Cybersecurity And Fraud Protocols

Making More With Managed Accounts

Developing A Culture Of Diversity

The Fiduciary Rule – Here We Go Again

Building A Better RFP Process

Guiding And Driving Plan Committees

Tracking Target-Date Trends

Setting Up A Succession Plan.

The Fad Of Financial Wellness

Succeeding With Social Media

New Directions In Data Mining

Improving Your Practice Profitability

Staying Independent And Strong

Pooled Employer Plans – Friend Or Foe?

Rollover Realities

Super Social Security Claiming Strategies

Is It Time To Sell Your Practice?

Lessons Learned From Litigation

3(16) – Are You Serious?

Cracking The C-Suite With Non-Qualified Plan Designs

Corporate Social Responsibility

Fintech Trends

Bias Says – Exploring And Remedying Blind Spots

Who “Owns” The Participant?

Fee/Revenue Equalization

Beyond The Style Box

Retirement Income Solutions

How To Be - Or Get - A Mentor

Much More Than 401(K)

Defending Participant Data

Building The ROI Case For Financial Wellness

“Getting” ESG

Advisor Acquisitions – What Are You Missing?

Succeeding At Succession Planning

Coping With Compliance

Are State-Run IRA Programs A Boon Or A Bust?

Teaming Up With TPAs

Plan Sponsor Perspectives

What Does Plan Design Say About An Employer's Benefit Philosophy?

More Than Nudges - Behavioral Finance 2.0

Health Savings Account Strategies

Question Title

* 2. OK, let's winnow the field - pick your top 5 - and any that you REALLY don't like (at least based on the title)...

	My Top 5	I'll "Pass"
Retirement Income Solutions	Retirement Income Solutions My Top 5	Retirement Income Solutions I'll "Pass"
Fee/Revenue Equalization	Fee/Revenue Equalization My Top 5	Fee/Revenue Equalization I'll "Pass"
Super Social Security Claiming Strategies	Super Social Security Claiming Strategies My Top 5	Super Social Security Claiming Strategies I'll "Pass"
Bias Says – Exploring And Remedying Blind Spots	Bias Says – Exploring And Remedying Blind Spots My Top 5	Bias Says – Exploring And Remedying Blind Spots I'll "Pass"
Cracking The C-Suite With Non-Qualified Plan Designs	Cracking The C-Suite With Non-Qualified Plan Designs My Top 5	Cracking The C-Suite With Non-Qualified Plan Designs I'll "Pass"
Coping With Compliance	Coping With Compliance My Top 5	Coping With Compliance I'll "Pass"
Beyond The Style Box	Beyond The Style Box My Top 5	Beyond The Style Box I'll "Pass"
Developing A Culture Of Diversity	Developing A Culture Of Diversity My Top 5	Developing A Culture Of Diversity I'll "Pass"
What Does Plan Design Say About An Employer's Benefit Philosophy?	What Does Plan Design Say About An Employer's Benefit Philosophy? My Top 5	What Does Plan Design Say About An Employer's Benefit Philosophy? I'll "Pass"
3(16) – Are You Serious?	3(16) – Are You Serious? My Top 5	3(16) – Are You Serious? I'll "Pass"
Improving Your Practice Profitability	Improving Your Practice Profitability My Top 5	Improving Your Practice Profitability I'll "Pass"
Who “Owns” The Participant?	Who “Owns” The Participant? My Top 5	Who “Owns” The Participant? I'll "Pass"
The Fiduciary Rule – Here We Go Again	The Fiduciary Rule – Here We Go Again My Top 5	The Fiduciary Rule – Here We Go Again I'll "Pass"
Health Savings Account Strategies	Health Savings Account Strategies My Top 5	Health Savings Account Strategies I'll "Pass"
Pooled Employer Plans – Friend Or Foe?	Pooled Employer Plans – Friend Or Foe? My Top 5	Pooled Employer Plans – Friend Or Foe? I'll "Pass"
Teaming Up With TPAs	Teaming Up With TPAs My Top 5	Teaming Up With TPAs I'll "Pass"
Advisor Acquisitions – What Are You Missing?	Advisor Acquisitions – What Are You Missing? My Top 5	Advisor Acquisitions – What Are You Missing? I'll "Pass"
Building The ROI Case For Financial Wellness	Building The ROI Case For Financial Wellness My Top 5	Building The ROI Case For Financial Wellness I'll "Pass"
Succeeding With Social Media	Succeeding With Social Media My Top 5	Succeeding With Social Media I'll "Pass"
Are State-Run IRA Programs A Boon Or A Bust?	Are State-Run IRA Programs A Boon Or A Bust? My Top 5	Are State-Run IRA Programs A Boon Or A Bust? I'll "Pass"
Corporate Social Responsibility	Corporate Social Responsibility My Top 5	Corporate Social Responsibility I'll "Pass"
More Than Nudges - Behavioral Finance 2.0	More Than Nudges - Behavioral Finance 2.0 My Top 5	More Than Nudges - Behavioral Finance 2.0 I'll "Pass"
How To Be - Or Get - A Mentor	How To Be - Or Get - A Mentor My Top 5	How To Be - Or Get - A Mentor I'll "Pass"
Setting Up A Succession Plan.	Setting Up A Succession Plan. My Top 5	Setting Up A Succession Plan. I'll "Pass"
The Fad Of Financial Wellness	The Fad Of Financial Wellness My Top 5	The Fad Of Financial Wellness I'll "Pass"
Defending Participant Data	Defending Participant Data My Top 5	Defending Participant Data I'll "Pass"
Tracking Target-Date Trends	Tracking Target-Date Trends My Top 5	Tracking Target-Date Trends I'll "Pass"
Making More With Managed Accounts	Making More With Managed Accounts My Top 5	Making More With Managed Accounts I'll "Pass"
Guiding And Driving Plan Committees	Guiding And Driving Plan Committees My Top 5	Guiding And Driving Plan Committees I'll "Pass"
New Directions In Data Mining	New Directions In Data Mining My Top 5	New Directions In Data Mining I'll "Pass"
Lessons Learned From Litigation	Lessons Learned From Litigation My Top 5	Lessons Learned From Litigation I'll "Pass"
Is It Time To Sell Your Practice?	Is It Time To Sell Your Practice? My Top 5	Is It Time To Sell Your Practice? I'll "Pass"
Much More Than 401(K)	Much More Than 401(K) My Top 5	Much More Than 401(K) I'll "Pass"
Rollover Realities	Rollover Realities My Top 5	Rollover Realities I'll "Pass"
“Getting” ESG	“Getting” ESG My Top 5	“Getting” ESG I'll "Pass"
Building A Better RFP Process	Building A Better RFP Process My Top 5	Building A Better RFP Process I'll "Pass"
Succeeding At Succession Planning	Succeeding At Succession Planning My Top 5	Succeeding At Succession Planning I'll "Pass"
Fintech Trends	Fintech Trends My Top 5	Fintech Trends I'll "Pass"
Plan Sponsor Perspectives	Plan Sponsor Perspectives My Top 5	Plan Sponsor Perspectives I'll "Pass"
Staying Independent And Strong	Staying Independent And Strong My Top 5	Staying Independent And Strong I'll "Pass"
Cybersecurity And Fraud Protocols	Cybersecurity And Fraud Protocols My Top 5	Cybersecurity And Fraud Protocols I'll "Pass"

Question Title

* 3. Suggestions for general session speakers/topics?

Question Title

* 4. What is your role working with retirement plans?

Advisor

Provider

TPA

Plan sponsor

Recordkeeper

Other (please specify)

Question Title

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

Under $10 million in assets

$10-$20 million

$20-$50 million

$50-100 million

$100 million - $250 million

$250 million - $500 million

Above $500 million

Other (please specify)

Question Title

* 6. Suggestions for future survey questions? Seriously - what would you like to know about/from your fellow NAPA-Net readers? Or what would you like to be asked?

Question Title

* 7. All responses are confidential, of course - but just in case you would like a response - or want me to know you responded - or just want to say hi - here's your chance to do so (don't forget your email)!