As many have stated, just starting to feel "back to normal" after 3 jam packed days at the #NAPA401kSummit earlier this week. National Association of Plan Advisors, this may be a personal opinion, but we felt it was the best one yet! ?? Of particular interest and significance, the conversations around #guaranteed #retirementincome seem to be heating up as recordkeepers and insurers continue to innovate! Also, #advisors can now familiarize themselves with retirement income through a new certificate called the RI(k). Bonnie Treichel continues to move our industry forward! https://www.naparik.org/ Thanks to John Sullivan for covering Nestimate.
Fintech Friday: Streamlining the Uber-Confusing Retirement Income Space "I saw this [gap] between the 401(k) RIA and insurance spaces. They weren’t communicating on either side of the houses. I quickly saw that there would be a need for something like this to equip advisors and fiduciaries to feel confident with implementation.” LINK TO ARTICLE: https://bit.ly/4cVY8Sz #401k #retirementplannning American Retirement Association National Association of Plan Advisors Nestimate Kelby Meyers, CPFA?, AIF Nevin Adams Joey Santos-Jones Matthew Wolniewicz, AIFA
