Sean Kelly, a veteran in the retirement industry with extensive experience in 401(k) management, attended the NAPA 401(k) Summit in Nashville, where key discussions revolved around legislative changes, particularly the impacts of SECURE 2.0 and anticipated future amendments. The conference highlighted the potential changes these regulations could bring to compliance and eligibility rules, affecting advisors, recordkeepers, and third-party administrators. The emergence of Pooled Employer Plans (PEPs) as a strategy for small and mid-sized businesses to offer retirement benefits was also a focal point, with advisors encouraged to view these plans as a volume play for profitability. Additionally, there was a significant emphasis on improving payroll integrations to enhance data access and sponsor experience, as advisors sought better alignment between recordkeepers and existing payroll providers to streamline operations. The overarching theme of the conference was the ongoing transformation in the retirement landscape driven by legislative changes, automation, and a focus on enhancing the sponsor experience.