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NAPA 401(k) Summit

NAPA 401(k) Summit: The Advisor Experience logo
NAPA 401(k) Summit

Tampa, Florida

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Built by advisors, for advisors!

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NAPA 401(k) Summit

Downtown Tampa towers and illuminated bridge mirrored in the river, representing a hub for wealth management technology and financial planning.
Downtown Tampa towers and illuminated bridge mirrored in the river, representing a hub for wealth management technology and financial planning.

The NAPA 401(k) Summit stands out as the premier conference for retirement plan advisors across the nation. It’s the only industry event tailored specifically for advisors, offering actionable, unbiased insights that truly resonate. From cutting-edge updates on Capitol Hill to practical strategies that can help you manage and expand your business, the 401(k) Summit delivers a wealth of knowledge that you won’t want to miss! 

The Advisor Experience

The Advisor Experience is when you and thousands of the nation’s retirement plan advisors and fellow 401(k) industry professionals connect, learn, engage, and share ideas with the best in the business. When the sun sets, the excitement continues with a two-night event, Summit After Dark, where networking and fun take center stage!

Visit us at booth 236 to speak with our Defined Contribution experts: Jerry Bonnabeau and Ava McGregor.

Registration for this event will be available soon.
Jerry Bonnabeau

Jerry Bonnabeau

headshot: Samuel Cahoon

Ava McGregor

headshot: Samuel Cahoon

Dave Goldman

350 5th Avenue, Suite 2400, New York, NY 10118

Pontera Solutions Inc. All rights reserved.

2026

©

Pontera’s services do not provide legal, tax, or other financial or investment advice, and should not be used as a source for making decisions regarding the foregoing. The information provided through Pontera’s platform is not a substitute for professional financial services. Investing in mutual funds, exchange traded funds, or other securities carries inherent risk to all or part of the amount invested and past performance information is not indicative of future returns. Subject to applicable law, under no circumstances will Pontera be liable for any decisions made, or actions taken or not taken, based on the use of the services or for any investment losses suffered as a result of the use of the services. Pontera market data is provided by Refinitiv.

350 5th Avenue, Suite 2400, New York, NY 10118

Pontera Solutions Inc. All rights reserved.

2026

©

Pontera’s services do not provide legal, tax, or other financial or investment advice, and should not be used as a source for making decisions regarding the foregoing. The information provided through Pontera’s platform is not a substitute for professional financial services. Investing in mutual funds, exchange traded funds, or other securities carries inherent risk to all or part of the amount invested and past performance information is not indicative of future returns. Subject to applicable law, under no circumstances will Pontera be liable for any decisions made, or actions taken or not taken, based on the use of the services or for any investment losses suffered as a result of the use of the services. Pontera market data is provided by Refinitiv.

350 5th Avenue, Suite 2400, New York, NY 10118

Pontera Solutions Inc. All rights reserved.

2026

©

Pontera’s services do not provide legal, tax, or other financial or investment advice, and should not be used as a source for making decisions regarding the foregoing. The information provided through Pontera’s platform is not a substitute for professional financial services. Investing in mutual funds, exchange traded funds, or other securities carries inherent risk to all or part of the amount invested and past performance information is not indicative of future returns. Subject to applicable law, under no circumstances will Pontera be liable for any decisions made, or actions taken or not taken, based on the use of the services or for any investment losses suffered as a result of the use of the services. Pontera market data is provided by Refinitiv.