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3 weeks ago | 
ntsa-net.org | Joey Santos-Jones
Millions of Americans could have different retirement outcomes courtesy of a growing push to include alternative investments like private equity, private real estate, private credit and cryptocurrency in 401(k) plans — if plan sponsors move quickly to adapt.
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3 weeks ago | 
asppa-net.org | Joey Santos-Jones
Retirement outcomes for millions of Americans could be transformed by a growing push to include alternative investments like private equity, private real estate, private credit and cryptocurrency in 401(k) plans — if plan sponsors move quickly to adapt.
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1 month ago | 
napa-net.org | Joey Santos-Jones
A growing push to include alternative investments like private equity, private real estate, private credit and cryptocurrency in 401(k) plans could transform retirement outcomes for millions of Americans—if plan sponsors move quickly to adapt.
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1 month ago | 
napa-net.org | Joey Santos-Jones
The industry faces a critical inflection point. According to Cerulli Associates, more than 105,000 advisors—37% of the current workforce—plan to retire within the next decade. Meanwhile, 72% of rookie advisors fail to successfully launch their careers.
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1 month ago | 
napa-net.org | Joey Santos-Jones
Retirement advisors are embracing innovation, but some trends are gaining momentum faster than others. At the 2025 NAPA 401(k) Summit, Wallace Blankenbaker, founder and managing partner, and Suzanne Raffaele, partner at the Retirement Leadership Forum, shared exclusive research on advisor behavior, growth benchmarks and the future of the retirement industry. Both are researchers at the NAPA Advisor Research Institute (NARI).
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1 month ago | 
napa-net.org | Joey Santos-Jones
At the 2025 NAPA 401(k) Summit in Las Vegas, Liv Boeree — professional poker champion and astrophysicist — shared her insights on rational decision-making, risk, and uncertainty. Drawing from her experiences in poker, science, and philanthropy, Boeree explained how mastering both logic and intuition can help individuals make better decisions in a fast-changing world.
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1 month ago | 
napa-net.org | Joey Santos-Jones
Developing a growth mindset requires more than ambition — it demands discipline, intentionality and a relentless focus on value, according to a panel of leading retirement plan advisors at the 2025 NAPA 401(k) Summit.
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Oct 23, 2024 | 
napa-net.org | Joey Santos-Jones
Recent law changes from the SECURE 2.0 Act have provided not only opportunities but also challenges for plan consultants and service providers. At the 2024 ASPPA Annual Conference, the American Retirement Association’s Bob Kaplan, Director of Technical Education, and Robert Richter, Retirement Education Counsel, took a deep dive into some of these issues.
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Oct 22, 2024 | 
asppa-net.org | Joey Santos-Jones
How do you empower every voice in your organization to drive change (at every level)? According toJ. J. McKinney and Mickie Murphy, their 2024 ASPPA Annual session starts with ensuring everyone is involved. Attendees were broken into groups to discuss different leadership tactics that could be used empowering employee voices. The session offered practical strategies for promoting professional growth, navigating resistance to change, and fostering a collaborative culture.
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Oct 21, 2024 | 
asppa-net.org | Joey Santos-Jones
The 2024 ASPPA Annual Conference kicked off with heartfelt reflections, inspiring challenges, and leadership transitions. Current ASPPA President Amanda Iverson welcomed attendees, offering her gratitude for the opportunity to serve and emphasizing the organization's continued journey toward growth, advocacy, and community engagement.
