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Event Overview:

This is the industry’s premier event for plan advisors.

The NAPA 401(k) SUMMIT provides a unique, interactive environment for retirement professionals who actively sell, market, support or service 401(k) plans including:

• Broker Dealer Registered Reps
• Registered Investment Advisors
• Plan Administrators (TPAs)
• Product and Service Professionals

Benefits of Attending

• Leading-Edge, Outstanding Educational Sessions
• Receive the Latest Legal and Regulatory Developments
• Earn ASPPA and CFP® Continuing Education credits
• Numerous Networking Opportunities
• Exclusive Financial Advisor and TPA Discussion Groups for Networking
• Over 140 Investment Management, Product and Service Providers in the Exhibit Hall

About NAPA:

The National Association of Plan Advisors, a sister organization of the American Society of Pension Professionals and Actuaries (ASPPA), was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors.

While the financial services industry is well represented in Washington by a number of trade associations that weigh in on issues affecting advisors, NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. This exclusive focus is what sets NAPA apart.

If the NAPA 401(k) Summit 2015 - National Association of Plan Advisors is important to your business, act now and make the appropriate connections. See the contact information below.

All information in Events In America is deemed to be accurate at the time we add it, and we take steps to verify all details and update our records when new information is provided, but as people, events and circumstances change, we caution users to independently confirm all information. and Events In America LLC make no guarantee of accuracy and assume no liability for inaccurate information.

Conference/Event Dates: 03/22/2015 - 03/24/2015
Classification: B2B
Primary Industry: Banking-Money-Finance
Other Industries: Associations: Trade / Professional, Banking-Money-Finance, Business, Human Resources, Insurance, Law
Estimated Attendance: 1,500
Audience: Retirement Professionals Including:
Broker Dealer Registered Reps
Registered Investment Advisors
Plan Administrators (TPAs)
Product and Service Professionals
Other Financial Professionals in the Retirement Industry
Venue: Manchester Grand Hyatt
Venue Phone: (619) 232-1234
Venue Type: Indoor - Hotel
Official Conference Hotel:Manchester Grand Hyatt
Conference Hotel URL:
Number of Exhibitors:140+ (Previous Year)
Show Owner:NAPA / ASPPA
Show Manager:NAPA / ASPPA
Sponsorship: Yes

Booth Size Booth Cost   Available Amenities
Exhibiting & Sponsorship Opportunities Available Please Contact Fred Ullman for Additional Information   Electricity: Yes - Unknown Price
  Water: n/a
  Generator: n/a
  Marketing Vehicles Allowed: Call
Other Booth Sizes Available: Yes

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2014 Sponsors & Exhibitors:

Broadridge Financial Solutions, Inc.
CUNA Mutual Retirement Solutions
Fidelity Investments
Goldman Sachs Asset Management
Lincoln Financial Group
LPL Financial
MassMutual Retirement Services
Mutual of Omaha
Nationwide Financial
Nuveen Investments
OppenheimerFunds, Inc.

American Century Investments
American Funds
Guardian Life Insurance Company of America
JP Morgan
Realty Capital Securities
RidgeWorth Investments

Pacific Life
Putnam Investments
Security Benefit
Thornburg Investment Management
Transamerica Retirement Solutions

ADP Retirement Services
Alliance Benefit Group
Allianz Global Investors
American Trust
Ameritas Life Insurance Corp.
Artisan Partners
Aspire Financial Services, Inc.
Asset International
Bank of America Merrill Lynch
Benefit Trust
Benefits Selling/
BlueStar Retirement Services, Inc.
BMO Retirement Services
BNP Paribas Investment Partners
BNY Mellon Retirement
Castle Rock Innovations
Center for Fiduciary Management
Charles Schwab
Charles Schwab Investment Management
Cohen & Steers Capital Management
College for Financial Planning
Colonial Surety Company
Colorado National Bank
Columbia Management
Commonwealth Financial Network
DailyAccess Corporation
Eaton Vance
Envestnet Retirement Solutions
Envisage Information Systems
Fidelity Investments
Fidelity Retirement & Recordkeepers
Fiduciary Benchmarks
Franklin Templeton Investments
F-Squared Investments
Galliard Capital Management
Great-West Financial
Gross Strategic Marketing
Heartland Advisors
iJoin Solutions, LLC
Internal Revenue Service
IRON Financial
Ivy Funds
Jensen Investment Management
John Hancock
Judy Diamond Associates
July Business Services
Legg Mason
Managers Investment Group
MFS Investment Management
Millennium Trust Company
Morley Financial Services, Inc.
NAPLIA – North American Professional Liability Insurance Agency
Nationwide DCIO
New York Life/MainStay Investments
Newkirk Products, Inc.
North American KTRADE Alliance, LLC
Parnassus Investments
Pax World Investments
Payden/Kravitz Cash Balance Plan
PenChecks, Inc.
Pentegra Retirement Services
Professional Capital Services, LLC
Rekon Intelligence
Retirement Plan Advisory Group
Retirement Revolution
RS Investments
Securian Financial
ShareBuilder 401k by Capital One
Stadion Money Management
Sterling Capital Funds
Symmetry Partners, LLC
T. Rowe Price
The Retirement Advisor University (TRAU)
The Standard
Unified Trust Company
United Planners Financial Services
United Retirement Plan Consultants, Inc.
UpTick Data Technologies
Vantage Benefits Administrators
Venture Solutions
Verisight, Inc.
vWise, Inc.
Wealth Management Systems
Wells Fargo
Wilmington Trust
XTRAC Solutions

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NAPA 401(k) Summit 2015 - National Association of Plan Advisors

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