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)?

Succeeding At Succession Planning

Building A Better RFP Process

Making More With Managed Accounts

How To Be - Or Get - A Mentor

Retirement Income Solutions

New Directions In Data Mining

Fee/Revenue Equalization

Advisor Acquisitions – What Are You Missing?

Cybersecurity And Fraud Protocols

“Getting” ESG

Teaming Up With TPAs

Improving Your Practice Profitability

Cracking The C-Suite With Non-Qualified Plan Designs

Staying Independent And Strong

Lessons Learned From Litigation

The Fiduciary Rule – Here We Go Again

Health Savings Account Strategies

The Fad Of Financial Wellness

Succeeding With Social Media

Building The ROI Case For Financial Wellness

Fintech Trends

Much More Than 401(K)

Corporate Social Responsibility

Bias Says – Exploring And Remedying Blind Spots

Tracking Target-Date Trends

More Than Nudges - Behavioral Finance 2.0

Is It Time To Sell Your Practice?

Guiding And Driving Plan Committees

Defending Participant Data

Setting Up A Succession Plan.

Pooled Employer Plans – Friend Or Foe?

Super Social Security Claiming Strategies

Coping With Compliance

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

Beyond The Style Box

3(16) – Are You Serious?

Developing A Culture Of Diversity

Who “Owns” The Participant?

Plan Sponsor Perspectives

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

Rollover Realities

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"
Health Savings Account Strategies	Health Savings Account Strategies My Top 5	Health Savings Account Strategies I'll "Pass"
Setting Up A Succession Plan.	Setting Up A Succession Plan. My Top 5	Setting Up A Succession Plan. I'll "Pass"
Plan Sponsor Perspectives	Plan Sponsor Perspectives My Top 5	Plan Sponsor Perspectives 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"
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"
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"
Coping With Compliance	Coping With Compliance My Top 5	Coping With Compliance I'll "Pass"
Guiding And Driving Plan Committees	Guiding And Driving Plan Committees My Top 5	Guiding And Driving Plan Committees 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"
Rollover Realities	Rollover Realities My Top 5	Rollover Realities 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"
Staying Independent And Strong	Staying Independent And Strong My Top 5	Staying Independent And Strong 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"
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"
Lessons Learned From Litigation	Lessons Learned From Litigation My Top 5	Lessons Learned From Litigation I'll "Pass"
Building A Better RFP Process	Building A Better RFP Process My Top 5	Building A Better RFP Process I'll "Pass"
Super Social Security Claiming Strategies	Super Social Security Claiming Strategies My Top 5	Super Social Security Claiming Strategies I'll "Pass"
Much More Than 401(K)	Much More Than 401(K) My Top 5	Much More Than 401(K) I'll "Pass"
The Fad Of Financial Wellness	The Fad Of Financial Wellness My Top 5	The Fad Of Financial Wellness I'll "Pass"
Cybersecurity And Fraud Protocols	Cybersecurity And Fraud Protocols My Top 5	Cybersecurity And Fraud Protocols 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"
Beyond The Style Box	Beyond The Style Box My Top 5	Beyond The Style Box I'll "Pass"
Who “Owns” The Participant?	Who “Owns” The Participant? My Top 5	Who “Owns” The Participant? I'll "Pass"
Teaming Up With TPAs	Teaming Up With TPAs My Top 5	Teaming Up With TPAs I'll "Pass"
Tracking Target-Date Trends	Tracking Target-Date Trends My Top 5	Tracking Target-Date Trends I'll "Pass"
Succeeding At Succession Planning	Succeeding At Succession Planning My Top 5	Succeeding At Succession Planning I'll "Pass"
Fee/Revenue Equalization	Fee/Revenue Equalization My Top 5	Fee/Revenue Equalization I'll "Pass"
Fintech Trends	Fintech Trends My Top 5	Fintech Trends 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"
“Getting” ESG	“Getting” ESG My Top 5	“Getting” ESG 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"
Succeeding With Social Media	Succeeding With Social Media My Top 5	Succeeding With Social Media I'll "Pass"
Retirement Income Solutions	Retirement Income Solutions My Top 5	Retirement Income Solutions I'll "Pass"
3(16) – Are You Serious?	3(16) – Are You Serious? My Top 5	3(16) – Are You Serious? I'll "Pass"
Making More With Managed Accounts	Making More With Managed Accounts My Top 5	Making More With Managed Accounts I'll "Pass"
New Directions In Data Mining	New Directions In Data Mining My Top 5	New Directions In Data Mining 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"
Developing A Culture Of Diversity	Developing A Culture Of Diversity My Top 5	Developing A Culture Of Diversity I'll "Pass"
Defending Participant Data	Defending Participant Data My Top 5	Defending Participant Data I'll "Pass"
Corporate Social Responsibility	Corporate Social Responsibility My Top 5	Corporate Social Responsibility I'll "Pass"
Improving Your Practice Profitability	Improving Your Practice Profitability My Top 5	Improving Your Practice Profitability 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)!