NAPA Net - Polling Places 030323

Which Workshop(s) Would You Most Like to Attend - Part III?

We’re now less than 60 days away from the 2023 NAPA 401(k) Summit – so which workshop(s) are you most excited about?

We’ve already heard from a number of you that the pick between one session and another is going to be …tough. That said, and as we begin making room assignments, we’d like your input.

We gave you an opportunity to weigh in on two different workshop session slots (and 18 workshops) over the past couple of weeks. This week, we’ll wrap things up by asking you to weigh in on the workshops that will close out the Summit with a "bang" - and give you a chance to pose question(s) you'd like our amazing General Session speakers to answer!

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* 1. Which workshop sounds most interesting to you?

Target “Practices”: The QDIA Evolution and its Impact on Your Practice(s) As the retirement industry continues to evolve, QDIA design remains a key area of ongoing development. Dynamic managed account options continue to proliferate across administrative platforms, offering the potential of greater levels of portfolio personalization. At the same time, more traditional target date investments are continuing to evolve as hybrid active/passive investment structures, the inclusion of alternative investment classes, and embedded retirement income options become more common. We’ll blend empirical feedback from some of the leading retirement firms in the industry with the direct insights from a panel of expert retirement advisors to help determine how to align this increased QDIA optionality with client needs and preferences.

Shy “Stir”: Why You Shouldn’t Shy Away from Sales or Fighting Stigmas – Sales Don’t Have to be Slimy You’ve been taught that salespeople are slimy and it’s a stigma you’ve long fought to avoid. We’re here to share that selling is a good thing, something you should embrace, and how to appropriately build a great book of business.

Hybrid “Vehicle”: Cash Balance Plans: The Best of Both “Worlds” Cash balance plans are hardly new, but they offer a unique combination of some of the best features of a traditional defined benefit pension plan with those of a defined contribution/401(k) plan – providing a solution that can maximize the benefits to small business owners well beyond what’s provided by the traditional 401(k). You’ll want to find out how – and this expert panel will show you how.

Reason “Able”: How to Develop/Determine A Reasonable Fee for Your Services How do you charge for your services? Do you have a standard fee schedule, or do you individually underwrite each engagement? Do you charge differently for plan level only services versus working directly with plan participants? How does all of this change in a virtual or hybrid world? Learn from other advisors in our industry how they approach pricing in our fast-changing industry and world.

What questions do you have for these workshops (whether you are able to attend or not_

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* 2. Of course we'll kick things off with our traditional Hill to the Summit - featuring Brian Graff...and a special guest. What questions/topics would you like them to cover?

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* 3. We'll close out day 1 with an inspiring talk with decorated fighter pilot, New York Times bestselling author, executive coach, and Hall of Fame Speaker, Lt Col (ret.) Waldo Waldman - who will share tools to overcome obstacles, break performance barriers, and take charge of change during adverse times. Got a question you'd like to pose to him?

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* 4. We'll open day 2 with insights from Cam Marston who will provide insights on providing insights across generations in this new era of uncertainty. Cam has tracked how the events of the last two years has altered the way plan participants perceive money and financial planning. He understands their preferred methods of communications, which sales tools to use and how to use them effectively. Got a question (or two) you'd like to pose to him?

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* 5. We'll close day 2 with insights from a panel of CFOs and HR Directors as we help you set the course(s) for your practice(s). Got a question (or two) you'd like to pose to them?

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* 6. Any other comments about the Summit, Summit workshops, tough choices between Summit workshops, Other workshop sessions you'd like to see (perhaps later in the Summit?), or life in general?

NAPA Net - Polling Places 030323

Which Workshop(s) Would You Most Like to Attend - Part III?

Question Title

* 1. Which workshop sounds most interesting to you?

Question Title

* 2. Of course we'll kick things off with our traditional Hill to the Summit - featuring Brian Graff...and a special guest. What questions/topics would you like them to cover?

Question Title

Question Title

Question Title

* 5. We'll close day 2 with insights from a panel of CFOs and HR Directors as we help you set the course(s) for your practice(s). Got a question (or two) you'd like to pose to them?

Question Title

* 6. Any other comments about the Summit, Summit workshops, tough choices between Summit workshops, Other workshop sessions you'd like to see (perhaps later in the Summit?), or life in general?

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* 7. Suggestions for future survey questions?

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* 8. Want to say hi? Leave me your email...