The NAPA/NTSA ERISA 403(b) Advisor Conference is a new industry event designed for experienced professionals working with ERISA 403(b) plans. This conference has been built specifically for ERISA 403(b) specialist advisors and consultants to gain insight from top thought leaders, share ideas with peers, build a national network of contacts, learn innovative techniques for improving retirement outcomes, and much more.
Topics addressed will include:
• Updates on current and future legislation
• Current litigation issues
• Navigating legacy investments
• Plan sponsor perspectives
• Recordkeeping consolidation
Who Should Attend?
Day One: October 2
5:00 p.m – 7:00 p.m.
5:00 p.m – 7:00 p.m.
Day Two: October 3
8:00 a.m. – 9:00 a.m.
9:00 a.m. – 9:15 a.m.
9:15 a.m – 10:05 a.m.
Hot Topics: Secure, Regulations, Washington Update
10:15 a.m. – 11:05 a.m.
Hot Topics: Litigation Update
11:05 a.m. – 11:35 a.m.
11:35 a.m. – 12:25 p.m.
12:30 p.m. – 1:45 p.m.
1:45 p.m. – 2:35 p.m.
ESG Mission Driven
2:45 p.m. – 3:35 p.m.
Retirement Income Innovation
3:35 p.m. – 4:05 p.m.
4:05 p.m. – 4:55 p.m.
403(b) Legacy Investments: The Bad, The Expensive, and The Ugly
4:55 p.m. – 5:00 p.m.
Dinner on your own
Day Three: October 4
8:00 a.m. – 9:00 a.m.
9:00 a.m. – 10:30 a.m.
Plan Sponsor Panel
10:30 a.m. – 11:20 a.m.
Consolidation of Recordkeepers in the Industry
11:20 a.m. – 11:30 a.m.
Meet the 2022 ERISA(403b) Committee
Conference Venue & Hotel Information
Hyatt Regency Capitol Hill
400 New Jersey Ave NW
Washington, DC 20001
Stay steps from the U.S. Capitol at our D.C. hotel!
Discover the nation’s capital at Hyatt Regency Washington on Capitol Hill. We are only 1,287 steps away from the U.S. Capitol and just a short walk from attractions including the Smithsonian Museums and world-famous monuments. Our hotel also features the largest ballroom on Capitol Hill.
Room Rate: $289 + applicable taxes
Hotel Cut-off: Friday, September 9, 2022, or until conference rate rooms sell out, whichever comes first.
Conference Event Policies
NAPA, the National Association of Plan Advisors, and NTSA, the National Tax Deferred Savings Association, are a part of the American Retirement Association (ARA), the umbrella organization for five affiliate organizations: ASEA, ASPPA, NAPA, NTSA and PSCA. Our conferences provide a wide array of continuing education and unique networking opportunities to our members and the retirement plan industry as a whole. All participants in our events are expected to abide by our Events Code of Conduct. Please click here to download a copy.
Registration Refund Policy
Requests for refunds should be submitted to firstname.lastname@example.org by September 9, 2022. A refund of the conference fee, minus a $100 processing fee, will be given for cancellations received by that date. No refunds will be granted for requests received after this date. Please note that refunds will not be given for no-shows.
Substitution of registrations is permitted prior to the conference. Only one substitution is permitted per original registrant. The individual submitting the substitution request is responsible for updating any contact information. Requests for substitutions should be submitted to email@example.com by September 23, 2022. No substitutions will be accepted after this date.
Attendees who register in advance may pick up their badge and onsite materials at the Registration Desk during conference hours. If you do not check in at the Registration Desk to pick up your badge, you will be deemed a no-show and continuing education credit will not be issued. Attendees are not permitted to pick up other attendees’ badges/materials.
Covid Waiver & Safety Protocols
By participating in this conference and any associated events, you acknowledge and understand the highly contagious nature of Coronavirus/COVID-19, and that current medical knowledge of the virus, including its transmissibility and risk remains uncertain, particularly in light of evolving variants of the virus. There is not a cure for the virus, and those with certain medical conditions may be at high risk for contracting the virus and/or experiencing significant and life-threatening complications.
You understand and acknowledge that neither the American Retirement Association (ARA) nor the event venues are able to provide a guarantee against transmission of the virus, infection and/or illness and that they are not responsible for any potential exposure to COVID-19 and injuries related thereto or other infectious disease which you may experience in connection with the conference. As such, you assume all risks related to COVID-19, even if arising from the negligence or fault of ARA and you release and hold harmless the ARA, its officers, employees, agents, representatives, affiliates, legal successors, and all persons acting pursuant to its authority from any and all liability for damages for exposure to and/or infection with COVID-19 in connection with or on account of your participation in the conference.
If you test positive for COVID-19 within 14 days of the event or have COVID-19 related symptoms, including if the conditions emerge while you are at the event, you will not attend the conference. If you believe you have been exposed to COVID-19, you should follow the current CDC guidance. In addition, ARA may immediately remove or prohibit you from in-person activities at the conference if you exhibit symptoms associated with COVID-19, or if you fail to comply with any safety procedures stipulated by ARA or the event venue. Please refer to our event policies for additional information about safety protocols and the covid waiver.
If the event is canceled, ARA will refund your registration fee. ARA is not responsible for individual airfare, hotel or any other travel expenses that may be incurred.
Consent to Use of Photographic Images
Your registration and attendance at, or participation in, the event and other affiliated activities constitutes an agreement by the registrant to grant ARA permission to use photos taken of you at the event for news, promotion and similar purposes.
Solicitation of business by anyone other than the conference exhibitors and sponsors is strictly prohibited. Please report any violations to the ARA staff.
By making a reservation in the conference hotel room block, you agree that the hotel can share with ARA basic information about your stay, including your name, arrival, and departure dates.
The views and opinions expressed by speakers or others who have provided materials to and for this conference are not necessarily those of NAPA, NTSA, ARA or its affiliate organizations. NAPA, NTSA, ARA, and its affiliate organizations assume no responsibility for, nor endorse, any of the comments, recommendations or materials that are provided.
Event Code of Conduct
The American Retirement Association, the umbrella organization for the individual membership organizations: ASPPA, ASEA, NAPA, NTSA and PSCA (collectively the “ARA”), is committed to providing a safe, productive, and welcoming environment for all participants at ARA events. All participants, including, but not limited to, attendees, speakers, volunteers, exhibitors, service providers and ARA staff members, and all others are expected to abide by this Events Code of Conduct. This policy applies to all ARA events (in-person and virtual), including all meetings and conferences, as well as events sponsored by organizations other than ARA but held in conjunction with ARA events. Read the full Event Code of Conduct.
The American Retirement Association, the umbrella organization for five affiliate organizations, ASPPA, ASEA, NAPA, NTSA and PSCA (collectively the “ARA”), assigns the highest priority to full compliance with both the letter and the spirit of antitrust laws and it is vital that any ARA meetings be conducted in a manner consistent with this policy. Read the full Antitrust Policy.
Have questions? We’re here to help!
Our customer care team is standing by to answer all your questions about the NAPA Nonqualified Plan Advisor Conference. Feel free to connect with us at firstname.lastname@example.org.