Two HUB RPW advisors are speaking at the 2026 NAPA 401(k) Summit, taking place April 19-21 in Tampa, FL. This event is one of the premier conferences for retirement plan advisors across the nation. It brings together thousands of 401(k) industry professionals to share cutting-edge updates, practical strategies and actionable insights.
Alex Assaley, Managing Director, Retirement Plans in Bethesda, MD, will be speaking at the session titled Building an Impactful Sales Process in a Virtual World. Along with panelist Rebecca Hourihan, Alex will discuss how the digital era is reshaping how retirement plan sales pros operate — while remaining mindful of the fundamentals that have driven success for decades. In this interactive session, Alex and Rebecca will use real sales scenarios to explore ways to break through virtual barriers, foster trust, and gain prospective client’s confidence.
As Managing Director, Alex leads a team dedicated to helping employers design smarter retirement programs and empowering employees with financial confidence. Alex’s expertise in building, managing, and growing a successful practice – along with his comfort in virtual interactions and strong presence on social media – give him the proficiency needed to make an impact on this sales-focused NAPA Summit panel.
Kim Cochrane, Director, Client Services in Rockville, MD, will be speaking at the session titled Keeping Clients Content: Retention Strategies in an Evolving Service Environment. In an environment defined by automation, virtual interactions, and increasingly commoditized investment menus, it is more important than ever for advisors to clearly demonstrate their value to their clients. Along with four other industry professionals, Kim will share her strategies on how advisors can strengthen client relationships and retain business through strategic engagement, personalized service and measurable outcomes in an evolving, technology-based retirement plan landscape.
With over 25 years of consulting experience, Kim’s client service expertise makes her an excellent addition to this session’s panel. Kim focuses on corporate and non-profit retirement plans and works with plan trustees on addressing their fiduciary responsibilities. Throughout her career, Kim has successfully onboarded and retained clients amid evolving IRS, DOL, and ERISA regulations, shifting expectations, and technical advancements.
Additionally, Kelli Davis, Executive Vice President in Indianapolis, IN, is a member of the 2026 NAPA Summit Steering Committee. She participated in discussions and decision-making with other industry committee members to develop this year’s conference agenda and themes.
At HUB Retirement and Private Wealth, our advisors are leading industry professionals who are tapped for their expertise and thought leadership in the financial services space. Contact Us to find a HUB advisor today.
Learn more about the 2026 NAPA 401(k) Summit here.
