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RPA’s Josh Schwartz & Ken Mergen Named as Delegates to NAPA DC Fly-In Forum

| July 30, 2018


Chicago, IL — RPA President Joshua F. Schwartz and Vice President – Group Retirement Plans Kenneth Mergen recently participated as delegates 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, and, as advocates for the employers and participants with whom they work, shared how proposed laws and regulations might impact American workers’ retirement security. Schwartz and Mergen, members of NAPA, were two of approximately 200 delegates selected to participate in the sixth annual NAPA DC Fly-In Forum July 24-25.

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. Also, from Assistant Secretary of Labor Preston Rutledge and Securities and Exchange Commissioner Hester Peirce, key figures in recent developments regarding fiduciary standard considerations. Panel discussions with key Hill staffers shed light on prospects for legislative reforms, and delegates gained insights on 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 experiences they have on a daily basis with business owners and plan participants, and to provide perspectives on proposed and current legislation.

In order 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.  NAPA 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 www.napa-net.org.