NAPA Net - Polling Places 121021 Survey

1.Which one of the following sessions would you most like to attend?

Trends “Spotting”: Live & In-Person – Nevin & Fred: Irreverent, but Relevant Come join American Retirement Association Chief Content Officer Nevin Adams and Faegre Drinker Biddle & Reath LLP’s Fred Reish for a live podcasting session on the topics of the day – or whatever strikes their fancy…

“After” Map: Setting Up a Successful Succession Plan You may not have a specific “exit” date in mind, but there’s a point at some point in the future where you’ll want to step back, if not step down. This session will focus on the how, the when and the who – and may even help you figure out the why.

Tech “Nicks”: How to Turbocharge Your Retirement Business Thru Technology. A growing and dynamic array of tools, tech and apps are now available to help you better leverage your time, focus and expertise. This session will provide unique insights into what’s there and what’s near – what works – and what doesn’t (yet) – the ways, and means, to “turbo” charge your business.

Fact or Fauxtion: Is There an ROI Case for Financial Wellness? Interest in wellness – and financial wellness – was most assuredly “piqued” during the COVID-19 pandemic. But has that interest now peaked? Is there an ROI case to be made for financial wellness, and how do you go about making it to skeptical plan sponsor clients? More importantly, how do you transform interest into action?

HSA “Sway”: Why You Should be Selling Health Savings Accounts Right Now. Sure, you know about the “triple tax” advantage of HSAs; pre-tax contributions, tax-free accumulations, and tax free withdrawals (when for a qualified health-care related purpose). But with health care cost concerns rising, prospects for a higher tax rate environment looming, and asset accumulations in HSAs booming – why leave it to the benefits broker community to take these offerings to the next level?

Any comments?

2.Do you have a question you'd like to pose for these sessions? (p.s. each question earns you an entry in our free registration lottery)

3.Which one of the following sessions would you most like to attend?

Team “Dreams”: Team Building, Team Binding. Hiring’s one thing, keeping’s another – keeping everyone aligned, focused and doing their part is as much art as science, but it requires elements of both to keep that brilliant team you built (or joined) pulling together. Lessons learned from (and about) some of the most productive teams (and team minds) in the business.

"C" Sweet? What's New with NonQualified Plans? If you're looking for a good and effective entre' into the C Suite, there's no better avenue that plan designs that can not only help them supplement savings programs constrained by ERISA plan limits, but can also provide enhanced opportunities to attract and retain them.

“Alternative” States: Investment Menus that are More than Mutual Funds. There’s long been talk of making defined contribution plans look and act more like their defined benefit pension plan cousins – but on the investment front, the DC menu (still) seems to be stuck in the 1980s. Increasingly participants want to know about options like private equity, & “crypto.” That said, there are implications – and complications. Find out the answers – and the questions – you need to ask about these alternative asset classes.

Environmental “Assessment”: ESG: What’s Next? The focus on ESG (environmental, social and governance) factors has become a regular part of the risk assessment by many, if not most, asset managers, and is increasingly a focus of plan sponsors and plan participants. That said, with regard to ERISA plans, the prudence of those attributes (at least in the perspective of the Labor Department) has been in a state of flux. With a new proposal out from the Biden Administration, this session is an opportunity for you to know where we’ve been—and where we’re headed—and what you can do NOW to be prepared, and help your clients understand ESG in ERISA plans.

“Beyond” Say: Growing Your Business Beyond 401(k)s Sure, this is the 401(k) Summit – but there are lots of other opportunities to consider, and new (and relatively untapped) market segments to explore. Finding new clients in the corporate market can be challenging – and with publicly available 5500 data, most sponsors have been approached by many advisors. How do you go beyond a saturated market? Local governmental and non-profit market plans need advice, but where do you start? This expert panel will help you find that world…beyond 401(ks)!

Any comments?

4.Do you have a question you'd like to pose for these sessions? (p.s. and yes, each question earns you an entry in our free registration lottery)

7.Suggestions for future survey questions? What would YOU like to ask other NAPA-Net readers?

8.In order to be eligible for inclusion in our free registration fee lottery for the 2022 NAPA 401(k) Summit lottery, you need to let me know who you are - please leave your email and contact information!

NAPA Net - Polling Places 121021

Checking out the Topics for the 2022 NAPA 401(k) Summit - Part 2