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NAPA

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.

ARLINGTON, VA – The National Association of Plan Advisors (NAPA) is pleased to announce its list of 100 Top Defined Contribution (DC) Wholesalers, as selected by the nation’s leading retirement plan advisors.

This year’s list drew an overwhelming response. Finalists for this recognition were selected based on votes cast by several thousand advisors from a list of more than 500 wholesalers nominated by NAPA Firm Partner recordkeepers and Defined Contribution Investment Only (DCIO) providers.

NTSA

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:

ARLINGTON, VA – In the midst of its rapidly growing array of education, conference, and media offerings, the American Retirement Association is pleased to announce that industry marketing veteran Daniella Moiseyev will join the organization in the newly established role of Chief Marketing Officer, effective September 10.

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