The 2025 NAPA 401(k) Summit brought together over 1,400 retirement plan advisors, and we were proud to be part of one of the industry's most energizing events. Insights were shared, connections made, and opportunities identified for accelerating growth across the retirement plan lifecycle.
Broadridge Retirement and Workplace Solutions participated in full force, connecting with plan professionals and engaging in meaningful conversations around navigating complexity, driving efficiency, and harnessing the power of data to stay ahead in an evolving marketplace.
Our team in action at Booth #723-725 discussing how to supercharge growth opportunities.
Engaging with industry leaders
From connections at our booth to thought-provoking panel discussions, our team was there to engage, share insights, and inspire action. Here's how we helped advisors and firms enhance their impact:
- Shared strategies for accelerating growth through custom investment platforms, omni-channel marketing, and automated fee collection.
- Explored solutions for managing plan risk and keeping pace with evolving fiduciary compliance standards.
- Demonstrated tools and services to optimize operational efficiency—trust and custody, communication platforms, and plan management solutions.
- Showcased real-time data tools advisors used to understand behaviors and shift client engagement strategies.
- Supported advisor education on fiduciary responsibilities and future-focused growth areas.
Continued learning: AIF® Bootcamp
Attendees had the opportunity to begin their path toward earning the Accredited Investment Fiduciary® (AIF®) Designation during our Bootcamp session. This two-hour workshop laid the groundwork for advisors eager to expand their expertise and provide measurable value to their clients.
Missed the Bootcamp? View upcoming training options.
Explore how others are leveraging their designation to stand out in the industry: Click here to see success stories
Register now
Insights from the summit: key takeaways from Broadridge
Shawn O’Brien, Head of Retirement Insights at Broadridge, participated in two panel discussions where he shared his views on the evolving landscape of retirement and workplace solutions. In his recent article, Shawn reflects on four standout trends shaping the future of the retirement planning industry:
- Unique challenges facing plan fiduciaries
- Increasing interest in alternative investments within defined contribution (DC) plans
- Demand for more specialized retirement plan advisors
- Greater convergence between wealth and retirement services
Read his complete recap here: Explore Shawn’s article
Solutions that empower advisors
As we look ahead, Broadridge will continue to work hand-in-hand with advisors to enable growth across the retirement plan lifecycle. Our spectrum of Retirement and Workplace Solutions helps advisors unlock scale, efficiency, regulatory readiness, and smarter experiences for plan sponsors and participants.
Explore key capabilities:
Trust and Custody Services
Trade Processing & Settlement
Collective Investment Trusts
Set your firm apart with CIT optimization and customized, advisor-managed retirement-plan strategies that add flexibility, competitive pricing, and expanded opportunities for investment managers.
Explore CITs
Fiduciary Training & Certification
Investment & Account Evaluation Tools
Marketing & Customer Engagement