Key Takeaways From the 401(k) Summit and Their Potential Impact

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Take a listen to our informative webinar where we break down the most critical themes emerging from the recent NAPA 401(k) Summit — and what they mean for your ERISA business strategy.

We cover:

• Convergence

• Managed Accounts

• Retirement Income

• Practice Management, M&A, and Succession Planning

• Governance, Prudence, and Litigation

• Pooled Employer Plans (PEPs)

Raise your awareness of the key issues reshaping the retirement landscape — and understand both the threats and opportunities they present. You’ll gain insights to help you identify challenges, capitalize on emerging trends, and make informed decisions that strengthen your institutions’ and advisors’ positioning for the future.

Featured speakers:

Jason C. Roberts, ESQ., CEO of PRI, Partner at FLC & Group Plan Systems

Matthew Eickman, J.D., Chief Legal Officer, Fiduciary Law Center

Annie Messer, President, Member Relations, Pension Resource Institute

View presentation deck.

If you have any questions about this event or how it applies to your organization, feel free to reach out to us at info@pension-resources.com or 913.236.9841.