American Retirement Assn - NAPA 401K Summit
American Retirement Assn - NAPA 401K Summit takes place on 18–20 April 2027 at Music City Center, Nashville. It is organised by National Association of Plan Advisors (NAPA) and American Retirement Association, and B2DB lists 2 speakers and 30 sessions announced so far.
The NAPA 401(k) Summit is a conference for retirement plan advisors, held April 18-20, 2027 at the Music City Center in Nashville, Tennessee. The agenda is organised into content tracks covering Business Development, Trends, Practice Management and Technical & Plan Design, and includes Capitol Hill updates, workshops, an exhibit hall and the two-night Summit After Dark networking events.
Key facts
| Dates | 18–20 April 2027 (upcoming) |
|---|---|
| Venue | Music City Center, Nashville, United States of America |
| Organisers | National Association of Plan Advisors (NAPA), American Retirement Association |
| Series | NAPA 401K Summit |
| Speakers | 2 |
| Sessions | 30 |
| Sponsors | 21 |
| Official site | napa-net.org/events/napa-401k-summit |
Speakers (2)
Compiled from the published agenda; speakers can claim and verify their own entry.
- Brian Graff, Esq. Executive Director, NAPA; CEO, American Retirement Association
- Kizzy Gaul Chief Learning Officer, American Retirement Association
Agenda (30 sessions)
Day 1 — Sunday 18 April 2027
- NAPA 401(k) Managed Accounts Certificate Bootcamp 08:00–11:30
- NAPA Private and Digital Assets Certificate Bootcamp 08:00–11:30
- Opening General Session 1: From the Hill to the Summit 12:00–14:00 — Brian Graff, Esq.
- A New Retirement Plan Ecosystem: PEPs, MEPs, and More! 14:50–15:40
- Cycle 4 Restatements: Turning a Compliance Requirement into a Strategic Opportunity 14:50–15:40
- ERISA Litigation: Friend or Foe? 14:50–15:40
- The Next Growth Engine: Expanding Beyond the Defined Contribution Plan 14:50–15:40
- Beyond the Saver's Credit: Preparing Clients for the Saver's Match 14:50–15:40
- General Session 2: How to Stay Relevant in a World That's Getting Younger 16:00–17:00
Day 2 — Monday 19 April 2027
- Industry Insights: Sponsored Workshops 07:15–08:15
- General Session 3: AI 2.0: What's Working, What's Next, and What It Means for Advisors 08:30–09:30
- EPCRS Deep Dive: Self-Correction Strategies and Case Studies Under SECURE 2.0 09:40–10:30
- Investment Playbook, Part 1: Investment Fundamentals for Fiduciary Decision-Making 09:40–10:30
- Growth Strategies for Small and Mid-Sized Advisor Teams: Peer-led Examples from Advisors Serving the SMB market 09:40–10:30
- Prompt, Practice, Perform: Building Your AI Identity as a Retirement Plan Advisor 09:40–10:30
- AI, Compliance, and Supervision: Balancing Innovation and Oversight 11:10–12:00
- Hitting the Pivot: What Happens When the Prospect Says No? 11:10–12:00
- Understanding Market-Based Cash Balance 13:25–14:15
- Investment Playbook, Part 2: The New Rules of Investment Selection—Evolution or Overreach? 13:25–14:15
- Building Your Growth Engine: A Marketing and Go-to-Market Strategy Workshop 13:25–14:15
- Turnover Without Turbulence: A Playbook for Committee Continuity 13:25–14:15
- Bridging the Deal: How Financial Advisors Safeguard Retirement Benefits During M&A 15:00–15:50
- Investment Playbook, Part 3: Beyond the Benchmark—Real-World Investment Case Studies 15:00–15:50
- One Click Away From Disaster: How Cyber Ready Are You? A Retirement Plan Cyber Maturity Assessment 15:00–15:50
- General Session 4: What Plan Sponsors Really Want: Investment Decisions, Fiduciary Priorities, and Advisor Partnerships 16:00–17:00
Day 3 — Tuesday 20 April 2027
- Industry Insights: Sponsored Workshops 08:00–09:00
- Industry Insights: Sponsored Workshops 09:15–10:15
- Closing General Session 5: Looking Ahead 10:30–11:30
- NAPA CPFA Credential Exam Cram 12:00–16:00 — Kizzy Gaul
Day 4 — Wednesday 21 April 2027
- NAPA CPFA Credential Exam 09:00–11:30
Organisers, sponsors and partners
Organisers (2)
National Association of Plan Advisors (NAPA) · American Retirement Association
Sponsors (21)
T. Rowe Price · Vestwell · J.P. Morgan Asset Management · American Century Investments · Ascensus · Paychex · Fidelity Investments · Nuveen · Morningstar · Invesco · Franklin Templeton · Empower · Transamerica · Inspira Financial · TIAA · Princip.al · Lincoln Financial · Goldman Sachs Asset Management · BlackRock · Great Gray Trust Company · Charles Schwab Trust Bank
Source: the published agenda. See how B2DB compiles its records.