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ASPPA

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.

ARLINGTON, VA — The American Retirement Association (ARA) and Sal Tripodi of TRI Pension Services are pleased to announce an agreement to transfer the rights to The ERISA Outline Book (EOB) to the ARA. This will ensure the continuance of the publication beyond Mr. Tripodi’s retirement.

ARLINGTON, VA — The American Retirement Association is calling for a change in retirement plan disclosures that could save American workers millions and enhance their retirement security.

NAPA

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.

ACOPA

ARLINGTON, VA – The ASPPA College of Pension Actuaries (ACOPA) has honored Norman Levinrad, EA, CPC, FSPA, MAAA, with the 2018 Edward E. Burrows Distinguished Achievement Award.

NTSA

ARLINGTON, VA – The National Tax-Deferred Savings Association (NTSA) today proudly announces the opening of nominations for its prestigious NTSA Elite Advisor Award, acknowledging the contributions and best practices in the 403(b) and 457(b) retirement plan industry.

Established in 2014, the NTSA Elite Advisor Award recognizes the contributions of advisors who have advanced best practice standards in the 403(b) and/or 457(b) retirement industry, and in so doing, have improved the ability of American workers to build a successful retirement.

ARLINGTON, VA – The National Tax-Deferred Savings Association (NTSA) today announces that The Source: 403(b) and 457(b) Plans has been updated to reflect the impact of tax reform and the fiduciary rule. 

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