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2027 NTSA Summit Agenda Survey

Thank you for taking a few minutes to help shape future NTSA programming by sharing your input on session topics. The survey is divided into three main sections:

General Topics – Broader sessions with cross-industry appeal, including advocacy, diversity, AI, and membership engagement.
Advisor-Focused Topics – Sessions designed to support business development, client engagement, and practice growth.
Technical Topics – Sessions focused on regulatory guidance, compliance, and plan design (including some that lean technical).

For each topic, please rate how impactful it would be for you and your peers using the scale below:

1 – Least Impactful
2 – Slightly Impactful
3 – Moderately Impactful
4 – Very Impactful
5 – Extremely Impactful

Please Note: You do not need to rate every topic. Focus on the sections and topics that are most relevant to your line of work and interests. Your input ensures we prioritize content that delivers the most value to our diverse community.

Thank you for your time and insights!
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1.Please rate how impactful the following GENERAL topics would be for you and your peers using the scale below.
Least Impactful
2
3
4
Most Impactful
Advisor + TPA Partnerships: Collaboration Models That Improve Plan Outcomes
Participant Engagement Strategies That Actually Work in the Education Market
The Future of the 403(b): How Technology, AI, and Compliance Are Reshaping Retirement Plans
SECURE 2.0 in Practice: Turning Complex Rules Into Better Client Conversations
AI in the Retirement Industry: Practical Applications, Compliance Risks, and Operational Opportunities
What Plan Sponsors Want Now: Emerging Trends in Plan Design, Investments, and Participant Engagement
K-12 and Governmental Plan Reform: Legislative Changes, Access Challenges, and What’s Coming Next
Building the Next Generation of Retirement Professionals and Sustainable Firms
Growing a Retirement Practice in a Competitive Market
Expanding Access and Equity in Retirement Plans: The Future of Participant Inclusion
2.Please rate how impactful the following ADVISOR topics would be for you and your peers using the scale below.
Least Impactful
2
3
4
Most Impactful
Communicating Retirement Planning to Educators Using Simplicity, Storytelling, and Behavioral Engagement
Building an Advisor Brand That Creates Trust and Differentiation in Competitive Markets
Building Long-Term Relationships With School Districts and Plan Sponsors
Winning More RFPs in the K-12 and Governmental Markets
Career Lessons From Experienced Advisors: What Professionals Wish They Knew Earlier
Practical AI Tools Advisors Can Use Today to Improve Productivity and Client Communication
Expanding Beyond 403(b): Diversifying Services to Grow Revenue and Client Relationships
Transitioning From Individual Producer to Firm Leader and Practice Owner
Building Trust Across Diverse Communities Through More Inclusive Retirement Conversations
How Advisors Can Influence Retirement Policy, Advocacy, and Systemic Change
3.Please rate how impactful the following TECHNICAL topics would be for you and your peers using the scale below.
Least Impactful
2
3
4
Most Impactful
Strategies for Securing Payroll Slots and Improving Vendor Access in School Districts
State-Level Legislative and Regulatory Changes Affecting K-12 and Governmental Plans
Building a Technology Stack That Improves Efficiency, Compliance, and Client Service
Operationalizing SECURE 2.0: Implementation Challenges and Workflow Solutions
Avoiding Common Plan Document Errors Through Better Advisor and TPA Coordination
Managing Payroll Feeds, Data Integrity, and Vendor Coordination More Effectively
Cybersecurity, Fiduciary Responsibility, and Operational Risk Management in Retirement Plans
Identifying and Preventing the Most Common Audit and Compliance Failures
PCRS and SECURE 2.0 Corrections: Real-World Compliance Scenarios and Best Practices
The Future of the TPA Business Model: Technology, Service Evolution, and Strategic Partnerships
4.What important industry topic do you believe NTSA should address in 2027 that is not listed above?
5.What do you believe will be the biggest challenge facing the 403(b)/457(b) market over the next 3 years?
6.What emerging trend or technology should NTSA members better understand?
7.What would make the NTSA Conference more valuable to you?