Tag: "The ASPPA 401(k) Summit"
NAPA & ASPPA Host 12th Annual 401(k) SUMMIT
The NAPA/ASPPA 401(k) SUMMIT is a national forum for professionals in the 401(k) marketplace. More than 1,200 retirement plan practitioners join experts and business leaders to discuss major trends, best practices, and legislative and regulatory activity that impact the industry.
NAPA & ASPPA Open Nominations for 401(k) Advisor Award
ARLINGTON, VA, (September 17, 2012) – The National Association of Plan Advisors (NAPA) and American Society of Pension Professionals & Actuaries (ASPPA) today announced the opening of the nomination window for the 401(k) Advisor Leadership Award. The award recognizes leadership, innovation, and influence by a leading financial advisor in the 401(k) marketplace.
Best Practices in Client Relationship Management
The American Society of Pension Professionals and Actuaries (ASPPA) held its annual 401(k) Summit at the Ernest N. Morial Convention Center on March 18-20. Two advisors who run successful practices took to the stage Monday afternoon to discuss the best ways to serve our clients and shape positive outcomes for both the company and the employees.
The Challenge of Participant Outcomes
“Retirement readiness” is the new buzzword in the world of retirement planning. But as retirement advisors and plan sponsors know, getting participants across the finish line can be challenging: How do you encourage participants to defer more from their salary, or get off the sidelines in a volatile market?
Securing a Place in the Social Space
Social media is changing the way of the world, including the way advisors grow their practice, according to the “Optimizing Social Media: Join the Click” panels held Monday and Tuesday.
The Unconventional 401(k) Design
Many advisors and service-providers discuss plan design as part of their process, but what is plan design really? Is it suggesting a safe harbor 401(k) to solve a testing problem? Is it jumping straight to new comparability to maximize benefits for senior personnel?
ASPPA Teams Up with Rebuilding Together New Orleans for ASPPA 401(k) SUMMIT Volunteer Day
More than 70 retirement plan advisors, together with plan administrators, product and service providers, and senior managers gathered in New Orleans for the 1st Annual ASPPA SUMMIT Volunteer day. Months in advance, these generous attendees to The ASPPA 401(k) SUMMIT had signed on to volunteer their time and energy to assist on three projects to renovate homes of victims of Hurricane Katrina.
Top Advisors Share Strategies for Growth
Two advisors, one from an independent broker-dealer and the other from a major wirehouse, offer their vantage points on becoming top producers in an ASPPA 401(k) SUMMIT workshop entitled “Power Plays to Bring Your Practice to the Next Level”.
Froelich’s 2012 Financial Market Predictions
Dr. Bob Froelich, Executive Vice President and Chief Investment Strategist of Wealth Management at The Hartford gave his predictions for the financial markets in 2012 and strategies investors should consider.
From the Hill to the Summit
Brian Graff, CEO of ASPPA, and Michael Davis, Assistant Secretary of Employee Benefits at the Department of Labor, teamed up to provide an update on current retirement plan legislation and regulations at the recent ASPPA 401(k) SUMMIT
