NAPA 401(k) Summit 2023

The workplace as we know it is changing. Paychex leads the way by making complex HR, payroll, and benefits simple.

Nuveen is one of the world's largest asset managers, serving institutions, financial intermediaries and individual investors in more than 30 countries, providing investment expertise across the capital structure.

Our multi-affiliate approach connects you to the independent thinking and focused expertise of more than 20 active managers.

At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want.

Voya Financial, Inc. (NYSE: VOYA), is a leading health, wealth and investment company that provides products, solutions and technologies that help Americans become well planned, well invested and well protected. Serving the needs of 14.

American Century Investments® is a leading asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve health and save lives.

At J.P. Morgan Asset Management, we believe investors deserve an expert global partner they can trust to step up and deliver strong outcomes.

Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability.

Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.

Headquartered in the Philadelphia region, Lincoln Financial Group is a Fortune 500 company offering a diverse range of financial services and solutions.

Life is about more than just money.

Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.

Built on a foundation of trust, integrity and promise, we proudly serve over 71,000 outstanding organizations and more than 17 million individuals.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia.

John Hancock is a company built on trust and integrity. Throughout our rich history which spans 160 years, we have remained true to the ideals on which our company was built, while also encouraging fresh insights and new ways of thinking.

Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 45M customers plan, protect, invest, and retire.

Invesco is an independent global investment management firm dedicated to delivering an investment experience that helps people get more out of life. Great ideas transcend borders at Invesco.

T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on—now, and over the long term.

Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton (www.franklinresources.com). The products, services, information and materials referenced in this site may not be available to residents in certain jurisdictions. Cons

Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States and is rated A+ by both A.M. Best and Standard & Poor’s. Nationwide provides a full range of insurance and financial services

For almost a century, investors have trusted MFS to achieve their investment goals because we stay true to our convictions, and to who we are as active managers. We take the long view. We favor the strongest idea over the strongest individual. Our employees are aligned with what matters most to our