NAPA & ASPPA Host 12th Annual 401(k) SUMMIT
MEDIA ADVISORY
Event: 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. Attendees include a diverse group of 401(k) retirement plan professionals including actuaries, attorneys, plan administrators, registered investment advisors (RIAs), third-party administrators (TPAs), and other investment professionals.
More than 120 industry exhibitors will share their products and technology in the 401(k) industry and will offer onsite sponsor and exhibitor workshops.
Annual Charity Event—Help Support the Boys & Girls Club of Las Vegas this year at the NAPA/ASPPA 401(k) SUMMIT, attendees will have the opportunity to participate in an unusual fund-raising opportunity, Steps for Success. Through the graciousness of our program sponsors, each step participating attendees take will raise funds for local Boys & Girls Clubs.
Journalists will hear from retirement and financial experts on key issues including tax reform, the definition of fiduciary, fee disclosure regulations, and responses to Department of Labor (DOL) investigations. For more information, view the brochure.
Dates: March 3-5, 2013 (Sunday – Tuesday)
Time: 8am – 5:30pm
Agenda Highlights:
- From the Hill to the Summit (Sunday, March 3)
Brian Graff, ASPPA, Arlington, VA
Michael Kreps, U.S. Senate Committee on Health, Education, Labor, and Pensions, Washington, DC
- Are 401(k) Plans a Failed Experiment? (Sunday, March 3)
Karen Friedman, Pension Rights Center, Washington, DC
Michael Calabrese, New America Foundation, Washington, DC
Kevin Crain, Merrill Lynch, New York, NY
Judy Miller, ASPPA, Arlington, VA
- Legal Roundtable (Monday, March 4)
David N. Levine, Groom Law Group, Chartered, Washington, DC
Fred Reish, APM, Drinker Biddle & Reath LLP, Los Angeles, CA
Marcia S. Wagner, The Wagner Law Group, P.C., Boston, MA
- Life After Fee Disclosure (Monday, March 4)
Samuel Brandwein, QPA, Morgan Stanley Wealth Management, Boca Raton, FL
Fred Reish, APM, Drinker, Biddle & Reath, LLP, Los Angeles, CA
- 401(k) Advisor Leadership Award Presentation (Monday, March 4)
Finalists for the 2013 401(k) Advisor Leadership Award, sponsored by NAPA and ASPPA
- Head of State – Panel with Broker-Dealer Executives (Monday, March 4)
Paul Welykoridko, UBS Financial Services, Weehawken, NJ
Lisa Kottler, National Financial Partners, Austin, TX
Bill Chetney, LPL Financial, Orange County, CA
Amy Webber, Cambridge Investment Research, Iowa City, IA
- Retirement Readiness: A Metric that Matters and a Real Differentiator (Monday, March 4)
Anthony M. Franchimone, Retirement Benefits Group, San Diego, CA
Peter Kapinos, Putnam, Boston, MA
Don Stone, Plan Sponsor Advisors, Chicago, IL
- Data Mining / Retirement “Big Data” (Tuesday, March 5)
Nevin Adams, Employee Benefit Research Institute, Washington, DC
Douglas Fisher, Fidelity Investments, Boston, MA
- Keynote with TED speaker and leadership expert Simon Sinek (Tuesday, March 5)
Simon Sinek, Sinek Partners, New York, NY
- Sponsor/Exhibitor Workshops (Monday, March 4 and Tuesday, March 5)
Location:
Caesars Palace
3570 South Las Vegas Boulevard | Las Vegas, NV 89109
Tel: 702.731.7110
RSVP: Media interested in attending the NAPA/ASPPA 401(k) Summit should contact Melinda Semadeni, Director of Media Relations, at [email protected] or (703) 516-9300 or register online here. For more information, view the brochure or website.
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