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NAPA

Tampa, FL — The National Association of Plan Advisors welcomed Corby Dall as its 2022-2023 President at the opening session of the 2022 NAPA 401(k) Summit.

ARLINGTON, VA — The National Association of Plan Advisors has published its list of the nation’s top defined contribution (DC) Advisor Teams with AUA over $100 million.

Unlike other lists, this focuses on individual firms, or what may, in a wirehouse environment, be referred to as a team, or office, and the assets under advisement related to their defined contribution (DC) practice, specifically from a single physical location.  The inaugural list was published in 2017.   

PSCA

This prestigious award is given annually to individuals for their noteworthy contributions to the defined contribution industry.

 

NTSA

ARLINGTON, VA (March 21, 2021) – The National Tax-deferred Savings Association (NTSA) has named Nathan Glassey as its Executive Director, effective immediately.

Phoenix, AZ – Carla-Ann Goedtke, Virginia Harriett and Alberto Gaglianese were recognized as the 2022 NTSA Elite Advisors at a Feb. 7 luncheon meeting at the 2022 NTSA Summit in Phoenix, AZ.

Phoenix, AZ – The National Tax-deferred Savings Association (NTSA) is honored to acknowledge the recipients of the Richard Ford Volunteer Service Award.

Nathan Glassey and Philip Kim were named as the 2022 recipients of the Richard Ford Volunteer Service Award. They received the award at a Feb. 7 luncheon at the 2022 NTSA Summit in Phoenix, AZ.

PHOENIX, AZ, (February 6) - The National Tax-Deferred Savings Association (NTSA) has honored Kent Schutt and Kris Coffey with its Bob D. Schiller Award for their lifetime achievements and meritorious service.

Coffey and Schutte received the Bob D. Schiller Award at a Feb. 6 session of the NTSA Summit held in Phoenix, AZ.  Schutte, 2015 NTSA President, was recognized as the 2021 recipient of the Bob D. Schiller Award that could not be presented in person in 2021 due to the pandemic, while Coffey, 2019 NTSA President, was acknowledged as the award’s 2022 recipient.

ARLINGTON, VA – The National Tax-Deferred Savings Association, part of the American Retirement Association (ARA), is proud to acknowledge the recipients of its Richard Ford Volunteer Service Awards for 2022.

This year’s honorees are Nathan Glassey, TPGC, QKA, CRES of National Benefit Services (Farmington, UT) and Philip Kim, CFP®, ChFC, CLU, RICP®, CRES of Signature Wealth Concepts (Phoenix, AZ).

ARLINGTON, VA – The National Tax-Deferred Savings Association, part of the American Retirement Association (ARA), is proud to announce the Honored Nominees for the NTSA 2022 Elite Advisor Awards.

These NTSA financial advisors have been nominated by an ARA affiliate member and/or NTSA member, submitted their application, fulfilled all responsibilities and requirements, and have been affirmed by their colleagues.

The Honored Nominees are:

ASPPA

ARLINGTON, VA – The American Society of Enrolled Actuaries (ASEA) has honored Mark K. Dunbar, MSEA, with the 2021 Edward E. Burrows Distinguished Achievement Award.

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