2015 NAPA 401(k) SUMMIT Call for Speakers

NAPA launched an online voting tool this year where the NAPA audience was able to vote for the sessions they want to see at the 2015 NAPA 401(k) SUMMIT. After almost 12,000 votes, the topics below were selected for our final agenda.
• If you would like to be considered as a speaker for one of these sessions, please identify the session you would like to speak on and complete your submission by August 29.
• The Agenda Team will review the submissions in September.
• Selected speakers will be notified by the Agenda Team in early October.

Question Title

* 1. Please select your topic.
(If you would like to complete a submission for multiple topics, you will be given the option to complete additional submissions at the close of this survey.)

Retirement Income Solutions, Participant Outcomes

What drives plan sponsors to Act, Helping plan sponsors see the value of a 401(k) plan, Driving a differentiated client experience

Leadership Strategies, Retirement Teams, Staffing, Business Valuation & Acquisition, Succession Planning

Technological Innovations

Allocation of Revenue Sharing and Plan Costs, ERISA Budget

Plan Design Ideas

Educating with Savings Priorities, Financial Planning without Advisor Liability

Cash Balance, DB, and Non-qualified Plans

Capturing IRA Rollovers

Fiduciary Flavors: 3(38) and 3(16) Service Models

Helping Clients Comply with ERISA, Fiduciary Success

Custom TDFs, Selection & Monitoring

Multiple Employer Plans

Financial Wellness, Behavioral Finance, Financial Literacy Programs

Advisor Pricing, Practice Profitability, Terminating Services, Plan Profitability, Fee Policy Statements

Providing Participant Advice and Guidance Solutions

Question Title

* 2. Session Title

Question Title

* 3. Session Description

Question Title

* 4. What are three things a participant would learn or be able to do differently after attending this session?

Question Title

* 5. Attendees show a clear preference for sessions that incorporate audience participation, encourage interaction among tables, provide opportunities to share experiences, etc. How would you incorporate this level of audience engagement in your session? (Please provide as much detail as possible to strengthen your submission.)

Question Title

* 6. Please provide your contact information.

Name:

Company:

City/Town:

State:

ZIP:

Email Address:

Phone Number:

Question Title

* 7. If you would like to suggest a co-panelist, please include their contact information.

Name:

Company:

City/Town:

State:

ZIP:

Email Address:

Phone Number:

Question Title

* 1. Please select your topic. (If you would like to complete a submission for multiple topics, you will be given the option to complete additional submissions at the close of this survey.)

Question Title

* 2. Session Title

Question Title

* 3. Session Description

Question Title

* 4. What are three things a participant would learn or be able to do differently after attending this session?

Question Title

Question Title

* 6. Please provide your contact information.

Question Title

* 7. If you would like to suggest a co-panelist, please include their contact information.

* 1. Please select your topic.
(If you would like to complete a submission for multiple topics, you will be given the option to complete additional submissions at the close of this survey.)