SRP Managing Directors Serve as Delegate to NAPA Fly-in Forum Meets with Key Legislative Staff



Washington, DC – Jeff Cullen, Kristen Deevy, Craig Dewey, and Mike Morris of StrategicRetirement Partners were four of over 140 elite 401(k) plan advisors in the United States who gathered in Washington, DC recently to listen to and advise top Congressional leaders about the future of the retirement savings industry and how proposed laws and regulations could affect American workers’ retirement security.

The SRP team, a member of the National Association of Plan Advisors (NAPA), attended the fourth annual NAPA DC Fly-in Forum held in downtown Washington, DC on Sept. 20-21. The delegates met with key Senate legislative staff, as well as a high-ranking Department of Labor official, to discuss issues including as tax reform and the interpretation of the Department of Labor regulations on the definition of a fiduciary.

“Having access to these key federal leaders allowed us to explain in very great detail how our industry works. I think they are starting to understand how important the private-based retirement system is,” Cullen, Managing Partner, said.

The Fly-in Forum featured a day and a half of high-level discussions with Members of Congress, including Congressman Richie Neal (D-MA) Ways and Means Committee, Joe Canary, Office Director of Regulations and Interpretations, EBSA/DOL, and CBS News Political Director and Anchor of CBS News’ Face the Nation, John Dickerson.

Delegates then headed to Capitol Hill for a series of meetings with key Senate legislative staff. “Our Hill meetings with U.S. Senate staff in their offices allowed us a more intimate setting to make the case for our industry,” Deevy said. “Because they have to deal with so many different issues in a given day, we were able to offer ourselves as a resource on key issues such as tax reform and different proposed regulations.”

NAPA, a sister organization of the American Retirement Association, was created by and for retirement plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. Membership offers three valuable benefits: advocacy, business intelligence, and networking – all designed to keep plan advisors in the forefront of the industry and help them succeed.

Strategic Retirement Partners is an independent total retirement consulting practice, with expertise in defined contribution, defined benefit, not-for-profit, ESOP/KSOP, Taft-Hartley, and executive/deferred compensation plans. As of September 2016, SRP represents over 400 employers and $5 billion in client assets with offices in Arkansas, California, Colorado, Florida, Illinois, Iowa, Michigan, Ohio, Oklahoma, Rhode Island, Texas, Virginia, and Wisconsin.

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