Registration Rates
Your registration includes access to the exhibit hall, conference sessions, general conference meal functions, and Summit After Dark events.
By registering for this event, you agree to abide by our Event Policies.
EARLY BIRD | REGULAR | ON-SITE |
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Member Advisor * |
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Member Non-Advisor |
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Non-Member Advisor * |
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Non-Member Non-Advisor |
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*Advisor Definition
To qualify for the advisor rate, an individual must be affiliated with a FINRA registered Broker-Dealer or RIA and meet one of the below criteria.
- Be primarily in a client-facing retirement plan, wealth management, or employee benefit advisor role, working directly with plan sponsors and participants and not through intermediaries.
- Be home office or team members of client-facing retirement plan, wealth management, or employee benefit advisors, working directly with plan sponsors and participants and not through intermediaries.
* Wholesalers, Recordkeepers, DCIOs, and other service providers, regardless of whether they are frequently client facing, should register as a non-advisor.
Online registration is now closed. To register on-site, please contact NAPA Accounts Receivable.
If you are unsure of your organization’s affiliation, please check this list of NAPA Firm Partners.