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Great Gray is a proud Double Diamond Sponsor of the NAPA 401(k) Summit

Are you ready to unlock retirement plan potential through governance, expertise, and collaboration? Stop by our can’t-miss booth experience for a journey into the future of retirement planning with collective investment trusts (CITs).

Meet with Us

Visit Great Gray at Booth #413

There are many ways to connect with Great Gray at NAPA. Advisors are encouraged to sign up for our 1:1 office hours to discuss:

    • The future of retirement planning
    • Key differences between CITs and mutual funds
    • Advisor branding and digital marketing
    • Mastering objections in sales
    • and so much more.

While there, take a swing by our golf simulator for a longest drive competition amongst fellow advisors.

CIT Office Hours

As leaders in the CIT space, Great Gray is reshaping retirement for the better—simplifying complexities and maximizing opportunities.

Book Your 1:1

CITs are showing industry-shifting adoption rates. In 2023, 82% of plan sponsors* offered CITs as part of their fund options — and CIT asset growth has outpaced mutual funds since 2018**. And we don’t see this trend slowing down. Speak with our qualified plan strategists to answer any questions you may have about CITs.

*Callan Institute’s 2024 Defined Contribution Trends Survey

**Cerulli US Monthly Trends Product Report, September 2023

Great Gray Exclusive Events

Breakfast Session with Dan Dal Degan

Listen-in to the host of our new podcast “Gray to Great” Dan Dal Degan, former Salesforce and Oracle Sales Executive and Great Gray Group Board Member, during Tuesday morning’s breakfast session: “Mastering Objections: How Questions & Empathy Win Clients.”

Save Your Seat

Swing by Our Booth

Visit Booth #414 and take a swing at our golf simulator to see how you stack up against other retirement industry executives at our longest drive competition for a chance to win a Blue Tees Golf Player+ GPS Speaker or other golf giveaways.

Find Us at NAPA

After Dark

On Monday night after Casino Royale, come to the concert with the House Band at the Theater and grab a cocktail at the Great Gray bars on Level 1.