In these transformational times – as the nation wrestles with the impact of COVID-19 – the NAPA D.C. Fly-In Forum is transitioning into a unique interactive virtual experience.
The NAPA D.C. Fly-In Forum is a convergence of the nation’s elite advisors, for the purpose of engaging with key federal policymakers and advocating for legislative policy affecting the retirement industry.
Delegates to the Forum, now in its ninth year, will gain insights from, and dialogue with, federal policymakers and regulators on strategic issues, including up-to date retirement policy legislation, Department of Labor proposals, new state legislative initiatives, and retirement litigation.
Advisors will leave from the Forum with new, critically important intel to serve their practices and clients. The NAPA D.C. Fly-In Forum is a unique way for advisors to have their voice heard and get the inside scoop on what’s going on, and what’s coming down the road in order to best serve their clients’ interest.
It’s a one-of-a-kind experience for elite retirement plan advisors.
Apply to be a Delegate
We invite advisors to apply for Fly-In who meet the following requirements:
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A member of NAPA.
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Responsible for at least $100 million in plan assets, 10 plans, and 2,000 participants.
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A plan advisor with 5 or more years of experience servicing retirement plans.
A limited number of qualified advisors will be accepted on a first-come, first-served basis. Complete your application today!
Note: Application must be received by June 25, 2021 to be included in the Fly-In Registry.
Application deadline: Application must be received by July 16, 2021, to participate in the event.
Agenda
Monday, July 26
6:00 p.m.
By Invitation Only – ARA PAC Chat with Chairman Ron Wyden (D-OR)
Join this event for a conversation with Chairman of the Senate Finance Committee. (Space is limited, please contact Alisa Wolking at AWolking@USARetirement.org for more information.)
Tuesday, July 27
12:00 P.M. – 5:00 P.M.: Virtual Sessions: Invited Speakers:
12:00 p.m. – 12:30 pm
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Welcome
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Keynote – The Chairman’s Priorities for America’s Retirement, Senator Ron Wyden (D-OR)
Chairman of the Senate Finance Committee, Ron Wyden has ideas for retirement policies
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Regulatory Radar: What’s on the Department of Labor’s Radar?
Ali Khawar, Acting Assistant Secretary, Employee Benefits Security Administration, Dept. of Labor
12:45 p.m. 1:36 p.m.
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Retiring “Minds”: Current Retirement Proposals on Capitol Hill – Live Superpanel
Capitol Hill Committee Staff panel discuss current legislative proposals including Secure 2.0, the Automatic Retirement Plan Act & Saver’s Match, and more
1:45 p.m. – 2:45 p.m.
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“Common” Grounds: Retirement Priorities for the 21st Century – Senator Rob Portman (R-OH)
Hear from a leader in retirement policy on Capitol Hill, author of the landmark Pension Protection Act, and Senate Finance Committee member on his 2021 priorities
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House “Call”: Retirement Security for All Americans – Representative Linda Sánchez (D-CA, 38)
Member of the House Ways and Means Committee outlines her plans to address retirement challenges
3:00 p.m. – 4:30 p.m.
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All things Fiduciary: A Conversation with Timothy D. Hauser, Deputy Assistant Secretary for National Office Operations, Employee Benefits Security Administration, Department of Labor, hosted by ARA CEO, Brian Graff
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Emergency “Room”: Emergency Savings to Reduce Leakage and Secure Retirement Assets – Senator James Lankford (R-OK)
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All “Call”: Retirement Savings for All – Teresa Ghilarducci, professor of economics at New School for Social Research
4:30 p.m. – 5:00 p.m.
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Virtual Meetings on Capitol Hill Prep
Wednesday, July 28
10:00 A.M. – 11:00 am
WATCH PARTY: BUILDING ON BIPARTISAN RETIREMENT LEGISLATION: HOW CAN CONGRESS CAN HELP?
Join the ARA GAC Team who will chat and engage in a real-time Q&A during NAPA Executive Director and ARA CEO Brian Graff’s testimony before the Senate Finance Committee on how congress can help building on bipartisan retirement legislation.
12:00 pm- 12:30 pm
Day 2 Kickoff and What to Expect
12:45 pm- 4:00 pm
Capitol Hill Virtual Meetings Open
Attendees of the 2021 Fly-In Forum are eligible to receive 6.0 NAPA Relevant Topics CE