In these transformational times – as the nation wrestles with the impact of COVID-19 – and responds to the challenges of the CARES and SECURE Acts – the NAPA DC Fly-In Forum is transitioning into a unique interactive virtual experience.
The 2020 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 eighth 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.
Agenda
This year’s 2020 Virtual NAPA D.C. Fly-In Forum will be the most engaging and interactive advocacy event of the year. Election 2020 is just around the corner. What consequences could the results – not just presidential, but the Senate and House – bring to the retirement policy world? What is Washington’s bigger legislative agenda post-election, and what kinds of retirement legislative packages could see movement in 2021?
In order to accommodate all time zones, sessions and meetings will take place:
Day 1: 12:00 p.m. – 5:00 pm EST
Day 2: 12:00 p.m. – 4:00 p.m. EST
Join for the 2020 Virtual NAPA DC Fly-In Forum to find out this and more. Hear from key retirement policy-makers, and learn about topics including:
TUESDAY, JULY 21
12:00 p.m. – 12:15 p.m.
Welcome Remarks & Introductions
NAPA President Pat Wenzel & NAPA Executive Director Brian Graff
12:18 p.m. – 12:44 p.m.
A Federal Solution to Retirement Access
Chairman Richard Neal (D-MA-01) , Chairman of the House Ways & Means Committee: Chairman Neal has been a thought leader on retirement policy in Washington – what’s next on his agenda?
12:47 p.m. – 12:55 p.m.
Message from ARA PAC
ARA PAC Co-Chair, Corby Dall
12:57 p.m. – 1:57 p.m.
Election 2020 Prospects with Charlie Cook
Join renowned political analyst and publisher of the Cook Political Report for insightful and balanced updates on the political state of play—and learn what could happen in the House, Senate, and Presidential races between now and November. Featuring Q&A: Come prepared with your 2020 election questions for Charlie!
1:59 p.m. – 2:19 p.m.
Regulatory Roster: What’s next from the Department of Labor?
Jeanne Wilson, Acting Assistant Secretary, Employee Benefits Security Administration, Department of Labor
2:38 p.m. – 2:58 p.m.
Increasing Retirement Savings and Enhancing Financial Literacy
Senator Jacky Rosen (D-NV), Senate Health, Education, Labor and Pensions (HELP) Committee: Making it easier for plan sponsors to pay for beneficial participant plan features
3:00 p.m. – 3:20 p.m.
Addressing the Retirement Gap and Bolstering Women’s Financial Security
Senator Patty Murray (D-WA), Ranking Member of the Senate Health, Education, Labor and Pensions Committee: What policies can we implement to ensure women are able to overcome challenges to the retirement coverage gap?
3:33 p.m. – 3:53 p.m.
Current Retirement Proposals on Capitol Hill
Capitol Hill Counsels Lori Prater, Tax Counsel/Policy Director for Rep. Mike Kelly (R-PA-16), and Kara Getz, Counselor to the Chair for House Ways and Means Committee, and Legislative Director for Congressman Richie Neal (D-MA-01)
3:49 p.m. – 4:09 p.m.
Maintaining the Workplace Retirement System during a Pandemic-Retirement Relief for Plan Sponsors and Legislative Priorities in the Retirement Space
Rep. David Schweikert (R-AZ-06), Member of the House Committee on Ways & Means
4:11 p.m. – 4:31 p.m.
Future Retirement Proposals on Capitol Hill
Capitol Hill Staff Kendra Isaacson, Senior Counsel, Pensions for Senate Health, Education, Labor and Pensions Committee, and Conor Sheehey, Legislative Assistant for Sen. Tim Scott
4:33 p.m. – 4:53 p.m.
Ask the Lobbyist Panel
Ever wondered what is happening on Capitol Hill on a day-to day basis? Take a few minutes to ask this panel featuring ARA’s Government Affairs team, Brian Graff, Andrew Remo, Alisa Wolking, and founding partner of consulting firm, Capitol Counsel, LLC, Shannon Finley your questions.
4:55 p.m. – 5:00 p.m.
Wrap-Up and Closing Remarks
NAPA Fly-In Chair, John Abeyta
WEDNESDAY, JULY 22
12:00 p.m. – 12:05 p.m.
Welcome to Second Day and Kickoff
12:05 p.m. – 12:25 p.m.
Greater Opportunities & Potential Retirement-Savings Gains
Congressman Ron Estes (R-KS, 4th) Member of the Ways and Means Committee. Get a glimpse into the priorities of House Republican Ways and Means members and where our industry fits into their plan.
12:25 p.m. – 12:45 p.m.
Virtual Advocacy and Last Minute Q&A
Alisa Wolking and Andrew Remo