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NAPA

ARLINGTON, VA – The National Association of Plan Advisors (NAPA) is pleased to announce NAPA’s 2018 Top Retirement Plan Advisors Under 40.

Established in 2014, this year the list is drawn from an incredible pool of nearly 600 nominations provided by NAPA broker-dealer/RIA Firm Partners, vetted by a panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees.

These “Young Guns” are widely seen as the future – and in a growing number of cases current – leaders of the retirement plan advisor industry.

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

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.  This year publication of the list was also accompanied by the list of the nation’s Top DC Multi-Office Advisor Firms.   

ARLINGTON, VA – The National Association of Plan Advisors (NAPA) is pleased to announce its inaugural list of Top Women Advisors.

The Top Women Advisors accolade was launched in 2015 to acknowledge the contributions of a growing number of women who are making significant contributions to the retirement industry, as well as bringing excellence to the profession.

ARLINGTON, VA – The National Association of Plan Advisors (NAPA) has released the results of its first-ever survey of nearly 500 retirement plan advisors conducted in conjunction with their annual conference, the NAPA 401(k) Summit.

NAPA, part of the American Retirement Association (ARA), surveyed more than 500 advisors to get a glimpse into the industry landscape.

NTSA

ARLINGTON, VA – The National Tax-Deferred Savings Association (NTSA) has honored Susan J. Jennings with its Bob D. Schiller Award for her lifetime achievements and meritorious service.

The NTSA Bob D. Schiller Award recognizes individuals who have given freely of themselves, their time and resources to the NTSA and to the 403(b)/457 industry — individuals who have gone above and beyond expectations. It is named in memory of Bob Schiller, an enthusiastic supporter of the NTSA who devoted his time and energy to its success.

ARLINGTON, VA – The National Tax-Deferred Savings Association (NTSA) has announced the semifinalists for its prestigious NTSA Elite Advisor Award.

The 2019 NTSA Elite Advisor Award will be presented at the Award Luncheon Monday, January 28, 2019 of the NTSA 30th Anniversary Summit in Tampa, FL Jan. 27-29. 2019. The 2019 NTSA Elite Advisor Award semi-finalists are:

Tana Barker, Inspire Financial Group, McKinney, TX; Broker-Dealer, PlanMember Securities

ARLINGTON, VA – New research published by the National Tax-Deferred Savings Association (NTSA) confirms that a decrease in investment choice and reduced access to advisors leads to lower retirement plan participation by teachers in 403(b) plans

ASPPA

National Harbor, MD — The American Society of Pension Professionals & Actuaries (ASPPA) honored Mark Iwry with the prestigious Harry T. Eidson Founders Award during the Oct. 21 opening session of the 2018 ASPPA Annual Conference.

National Harbor, MD — The American Society of Pension Professionals & Actuaries welcomed James R. Nolan, QPA, as the 2019 President of the organization during the 2018 ASPPA Annual Conference in National Harbor, MD.

Nolan will succeed current ASPPA President Adam Pozek in January.

ARA

National Harbor, MD — The American Retirement Association announced leadership changes for 2019 during the organization’s annual Business Meeting in National Harbor, Maryland.

Steven Dimitriou, Managing Partner of Mayflower Advisors, LLC in Boston and Westborough, MA, was welcomed as incoming President. An original member of the National Association of Plan Advisors’ Leadership Council, Dimitriou served as NAPA’s 2014-2015 President.

Joining Dimitriou as ARA Officers for 2019 are:

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