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Event Date | Tue Jul 24 EDT - Wed Jul 25 EDT (over 6 years ago) |
Location |
Hyatt Regency Washington on Capitol Hill
400 New Jersey Ave NW, Washington, DC 20001, US |
Region | Americas |
Advisors attending the D.C. Fly-In Forum are specialists in the employer-sponsored retirement plan industry. We invite advisors to apply who meet all of the following requirements:
• Hold a NAPA membership in good standing
• Manage at least $100M in plan assets
• Provide service to at least 10 retirement plans, representing a total of at least 2,000 participants
• Have at least 5 years of experience in the employer-sponsored retirement plan industry
Approved advisor delegates have the opportunity to bring a junior advisor to the event. The junior advisor must be an individual already working in the retirement plan space that would benefit from the experience, and who is ready for an expanded level of involvement in the industry. The senior advisor-delegate must accompany the junior advisor to the NAPA D.C. Fly-In Forum and to the March on Capitol Hill.
Jeffery Acheson, CPWA, CFP, CPFA, AIF
NAPA President, Certified Private Wealth Advisor, Divisional President of IFP PLan Advisors, Independent Financial Partners (IFP)
Rep. Richie Neal, D-MA, 1st District
Ranking Member of House Commitee on Ways and Means
Preston Rutledge
Asst. Secretary, U.S Department of Labor Employee Benefits Security Administration
Brian Graff
Chief Executive Officer, American Retirement Association
Drew Crouch
Senior Tax and ERISA Counsel, U.S Senate Finance Committee
Chris Allen
Senior Advisor for Benefits and Exempt U.S. Senate Finance Committee
Jason J. Fichtner
Senior Lecturer of International Economics, Association Director of International Economics & Finance (MIEF)
Johns Hopkins
University School of Advanced International Studies (SAIS)
Gary Koenig
Vice President, Financial Security AARP Public Policy Institute
Senator Todd Young
R-IN, Member of Senate Health, Education, Labor and Pension Subcimmittee on Primary Health and Retirement Security, Sponsor of Commission on Retirement Security Act of 2018
Tom Clark
Partner, The Wagner Law Group
Nicole Corning
NAPA Fly-In Forum Co-Chairs
Corby Dall
NAPA Fly-In Forum Co-Chairs
John King
Chief National Correspondent, CNN
2018 Partners
• American Century Investments
• Capital Group American Funds
• Columbia Threadneedle Investments
• Franklin Templeton Investments
• Hartford Funds
• John Hancock Retirement Plan Services
• J.P. Morgan Asset Management
• LPL Financial
• MFS Investment Management
• Nationwide
• Nuveen
• Wilmington Trust