OKLAHOMA CITY —Kaci Skidgel, President of Corporate Retirement Plans at Summit, recently participated as a delegate to the National Association of Plan Advisors’ (NAPA) Annual DC Fly-In Forum, an exclusive gathering of the nation’s leading retirement plan advisors.
Delegates to the NAPA DC Fly-In Forum converged in the nation’s capital to listen to and brief top congressional leaders about the impact and importance of the nation’s workplace retirement plans. As advocates for the employers and participants they work with, they shared how proposed laws and regulations might impact American workers’ retirement security. Kaci Skidgel, a member of NAPA, was one of approximately 200 delegates selected to participate in the sixth annual NAPA DC Fly-In Forum from July 24th -25th.
This year, NAPA DC Fly-In Forum delegates heard from Congressman Richie Neal (D-Massachusetts) and Senator Todd Young (R-Indiana), both of whom have recently introduced legislation that would impact retirement plans. Other speakers included Assistant Secretary of Labor Preston Rutledge and Securities and Exchange Commissioner Hester Peirce, key figures in recent developments regarding considerations regarding a fiduciary standard. Panel discussions with key Hill staffers shed light on prospects for legislative reforms, litigation trends, and new retirement policy proposals, followed by a dinner keynote address featuring a perspective on the mid-term elections from CNN Chief National Correspondent John King.
On the second day of the forum, delegates met one-on-one with their respective congressional representatives on Capitol Hill to share insights from the daily experiences they have with business owners and plan participants and provide perspectives on proposed and current legislation.
To participate in the NAPA DC Fly-In Forum, delegates were required to be a NAPA member; to be responsible for $100M+ in plan assets, 10+ plans and 2,000+ participants, and to have at least five years of experience servicing retirement plans.
The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors and is part of the American Retirement Association. The American Retirement Association, based in the Washington, D.C. area, is a non-profit professional organization established to educate all types of retirement plan professionals and to preserve and enhance the employer-based retirement plan system as part of the development of a cohesive and coherent national retirement income policy.
More information about NAPA is available at napa-net.org.
https://www.napa-net.org/wp-content/uploads/NNTM-Spring2018-2.pdf