An Insiders' Perspective(s)
There’s nothing like the NAPA 401(k) Summit—particularly being at the NAPA 401(k) Summit after the many months and a worldwide pandemic that kept us all apart. Each year for the past four years we’ve taken advantage of that gathering (including in 2020 when we gathered “virtually”) to reach out [i] to the nation’s top retirement plan advisors to glean their perspective on a wide range of issues relating to their practice—and practices. This year’s Summit Insider was no exception—as we “consulted” with more than 500 retirement plan advisors and home office staff on a range of issues—the criteria in selecting—and rejecting—key business relationships, the things that are over-hyped—and the things that no one is talking about—but that everyone, at least in the eyes of these “Insiders,” should be. We also got some insights on retirement income, important features in choosing target-date funds, rollovers and outcomes. We’ve included a...