NAPA Fly-In Forum

Date:  September 20 – 21, 2016

Location: Washington, DC – The Liaison Capitol Hill401k_retirment_road_sign

On September 17, 2013, NAPA launched an unparalleled forum, bringing together the elite of the 401(k) advisor community.  More than 100 elite retirement advisors from 32 states come together in our nation’s capital to share best practices, network, build relationships, and make a real impact on the industry by meeting directly with members of congress.  Advisors sat across from legislators and had conversations that will shape the retirement industry by educating them on our most important issues.

This Forum is one of a kind, designed to be exclusive so only those advisors that qualify can attend.  The Forum is also unique in content, speakers, and interactivity. In fact, it was created by advisors for advisors which is why this forum is so powerful and impactful.

Each Advisor-Delegate that attends the forum is great individually, but together they are extraordinary! Just look at their accomplishments.  The scope of their aggregate practices and national representation speaks for itself:

  • 2.7 Million Participants
  • 8,300 Plan Sponsors
  • Over 1 $Trillion Retirement Assets under Management
  • 1,912 Years Focusing on Retirement
  • 2,128 Years in the Financial Services Business

The 2016 NAPA Fly-In Forum is going to be even better!  The 2016 Forum will be extremely interactive, featuring strategic roundtables and thought-provoking panels, with Q&A opportunities and lots of networking activities.  This will provide you with an unparalleled opportunity to build lasting relationships, and to position your business as a thought leader to the advisors who will shape the future of the 401(k) space.

Note: We are restricting the number of sponsors to only 13.  This produces a very respectable advisor-to-sponsor ratio, allowing for unprecedented access and an atmosphere conducive to both collaboration and solidifying lasting relationships.

Welcoming 150+ Elite and Influential 401(k) Advisors

Chuck Todd,Chief White House Correspondent, NBC NewsBy invitation only; required qualifications include having:

  • $100M+ in retirement plan assets
  • 10+ retirement plans
  • 2,000+ plan participants
  • 25 percent+ of overall financial services business in retirement plans
  • 5+ years experience servicing retirement plans
  • NAPA members and principals only

Roundtable Discussions, Capitol Hill Visits, Invited Speakers, and Networking

  • Meet with regulators and congressional leaders
  • Q&A with the Department of Labor
  • Participate in advisor roundtables
  • Network with influential 401(k) advisors, invited speakers and NAPA leadership