NAPA Net - Polling Places 082021

What’s on Your Agenda?

It’s hard to believe, but we’re now less than a month away from the 2021 NAPA 401(k) Summit – with an agenda developed by advisors for advisors.

There are some choices ahead – and this week - as we have for the past two - we’d like to know which session(s) stand out – and what questions you have for our speakers. Oh, and a chance to win a free registration to the 2022 NAPA 401(k) Summit!

That's right - those who submit questions for our panelists will be entered into a lottery for a FREE registration for the 2022 NAPA 401(k) Summit.

Let's get started!

Question Title

* 1. Which of the workshop sessions from the afternoon of Day 2 will/would you attend?

“Battle” Grounds: Financial Planning and Wellness, and the Battle for “the Participant” (Between Advisors and Providers): Advisors and providers are “competing” more and more for providing additional services to plan participants. With institutional financial planning quickly becoming the new paradigm in employee benefit offerings, join us in a robust discussion on who is best suited to offer such services, and how advisors and providers can co-exist in this space together.

Habits “Forming”: Habits of the Industry’s Top Advisors!: Learn what the industry’s most successful advisors do on a consistent basis — daily, weekly, monthly, quarterly and annually — and how to incorporate these “must-do activities” into your routine.

Risking Business?: Why Effective Plan Governance and Fulfilling Fiduciary Obligations Matter: While we are all familiar with the 3 F’s (Funds, Fees and Fiduciary), in today’s continually-evolving regulatory and legal environment, it’s more important than ever to ensure you are keeping your clients’ retirement plans effective and compliant. This session will give you the opportunity to hear from three different advisory practices and how they ensure that their clients have a well-structured retirement plan governance program that drives participants outcomes while keeping the organization out of harms way.

“Open” Doers: How Executive Comp Expertise Can Boost Your Business: More than 70 percent of organizations now provide NQDC-specific plan education to eligible employees, and nearly 40 percent of organizations provide investment advice regarding their NQDC plan, according to the Plan Sponsor Council of America’s 2021 Non-Qualified Plan Survey. This door to the C-Suite can open a wide range of consulting opportunities.

What question(s) do you have for these panels/speakers?

Question Title

* 2. And then - just ahead of our big New Year's Eve party - we'll wrap things up on Day #2 with:

ESG – A CEO Perspective

Environmental, Social, and Governance issues loom large on the investment and regulatory radar of ERISA fiduciaries and advisors alike these days, and despite growing interest, there are lingering concerns about focus definitions, benchmarking, and the implications of past and potential shifts in regulatory policies.

This trail-blazing panel of ESG-focused CEOs will explore where ESG has been, where things stand, and where this newly-invigorated initiative is heading – with the interactive discussion moderated by none other than American Retirement Association CEO & NAPA Executive Director Brian Graff and former NAPA President Jania Stout. Whether you’re a convert, a skeptic, or somewhere in-between, you can’t afford to miss this discussion.

What question(s) do you have for this exclusive panel?

Question Title

* 3.
Day #3

On the last day of the 2021 NAPA 401(k) Summit - we'll kick things off with

Pssst…. Plan Sponsor Confidential

Sure, you may know what YOUR plan sponsor clients think…or do you? Back by popular demand at the 2021 NAPA 401(k) Summit, Plan Sponsor Confidential brings you off-the-record insights direct from the horse’s mouth(s) – in this case a panel of plan sponsors with different perspectives, different experiences, different types and sizes of plan – who’ll tell it to you like it is!

What question(s) do you have for this exclusive panel of plan sponsors - moderated by Chief Content Officer Nevin Adams?

Question Title

* 4. Which of the Day #3 workshop sessions will/would you attend?

“Sick” Sense: The Pandemic Brings the Topic of Financial Well-Being into Sharper Focus; Harnessing the Opportunities: The pandemic cast a light on financial wellness as an essential workplace benefit, and a growing majority of employers feel extreme responsibility for their employees’ financial well-being. The growth of financial wellness programs in the workplace also means that expectations have shifted. This session is aimed to help advisors identify and harness the opportunities associated with the expansion of financial wellness programs and trending solutions.

Information “Pleas”: The Devil (Isn’t) In the Details: Advisors and recordkeepers alike spend hours answering RFP questions, but does it really matter? This panel of consultants and plan sponsors provides feedback on what they are really looking for when they issue an RFP. Teaser: Most of the time, it has nothing to do with the actual RFP.

Lessons from a Fortune 50 Plan Sponsor: Develop a Strategic Partnership to Deliver What Matters Most: The pandemic has forever changed the workforce and employers are looking for consultants to become a strategic partner and reframe retirement benefits. What are the challenges today and what can you do as the advisor to better prepare for tomorrow? How are retirement benefits evolving and how are you changing the conversation?

What question(s) do you have for these panels/speakers?

Question Title

* 5. And then, we'll close things out on a memorable NAPA 401(k) Summit with...

Better Together – Identifying & Empowering Your Digital Doppelganger

There’s a chasm in your prospects’ minds between “I have no idea who you are” and “I’ve heard of you.” Equally important, once you cross that chasm, you need to both achieve and maintain top-of-mind awareness. In this session Spencer Smith, Founder of AmpliPhi, early-stage investor/advisor to 20+ companies, and co-author of the bestseller ROTOMA: the ROI of Social Media Top of Mind, will close out a dynamic NAPA 401(k) Summit with insights on how to identify, magnify, and amplify your digital twin (doppelgänger) to work on your behalf and shorten your sales cycles.

What question(s) do you have Spencer! p.s. one of our free registrations for the 2022 NAPA 401(k) Summit will be drawn from the pool that asks a question for Spencer!

Question Title

* 6. Other comments on the panels at the Summit, the general sessions at the Summit, the world-class networking events at the Summit, how you plan to celebrate New Year's Eve at the Summit, questions you'd like to see included in the Summit Insider, or life in general?

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

Advisor

Provider

TPA

Plan sponsor

Recordkeeper

Other (please specify)

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* 8. 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

* 9. Do you plan to be at the 2021 NAPA 401(k) Summit?

Yes, already registered!

Yes, but haven't registered yet.

Not sure.

Thinking about the virtual option.

Not this year.

Not this year, but looking forward to April 2022!

Other (please specify)

Question Title

* 10. OK - so, if you want to entered in the lottery for the free registration to the 2022 NAPA 401(k) Summit, you're going to have to tell me who you are - name, email, firm, and address! Good luck!