ARLINGTON, VA – The ASPPA College of Pension Actuaries (ACOPA) has honored Michael B. Preston, FSPA, EA, MAAA with the 2017 Edward E. Burrows DistinguishedAchievement Award at the ACOPA Actuarial Symposium in Chicago.
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ARA, ASPPA
August 24, 2017
ARA
August 3, 2017
ARLINGTON, VA – The American Retirement Association (ARA) is pleased to announce the addition of Bob Kaplan to its Retirement Plan Academy team.
Kaplan, who was previously VP, National Training Consultant for Voya Financial, joins the American Retirement Association staff as Director of Technical Education, where he will serve as the association’s lead subject matter expert on a rapidly expanding array of educational resources for the retirement plan community.
July 25, 2017
ARLINGTON, VA – In response to the Labor Department’s request for information (RFI) on its fiduciary regulation, the American Retirement Association (ARA) has requested an extension of the applicability date – and recommended a streamlined levelized fee exemption.
ARA, NTSA
June 20, 2017
ARLINGTON, VA – The National Tax-deferred Savings Association has named Brent P. Neese as its Executive Director, effective immediately.
ASPPA
April 17, 2017
ARLINGTON, VA — PenChecks Trust Company of America (PenChecks Trust) and the American Society of Pension Professionals & Actuaries (ASPPA) are pleased to announce the renewal and expansion of the QKA Scholarship Program for ASPPA’s Qualified 401(k) Administrator (QKA) credential program.
April 17, 2017
ARLINGTON, VA — PenChecks Trust Company of America (PenChecks Trust) and the American Society of Pension Professionals & Actuaries (ASPPA) are pleased to announce the renewal and expansion of the QKA Scholarship Program for ASPPA’s Qualified 401(k) Administrator (QKA) credential program.
NAPA
March 20, 2017
LAS VEGAS, NV – The National Association of Plan Advisors welcomed Paul D’Aiutolo as its 2017-2018 President at the opening session of the 2017 NAPA 401(k) Summit in Las Vegas March 19.
February 22, 2017
ARLINGTON, VA – The National Association of Plan Advisors (NAPA) is pleased to announce NAPA’s 2017 Top Retirement Plan Advisors Under 40.
Established in 2014, the list is drawn from nominations provided by NAPA Firm Partners, vetted by a blue ribbon committee of senior advisor industry experts based on a combination of quantitative and qualitative data, and voted on by thousands in the retirement plan industry. These “Young Guns” are widely seen as the future leaders of the retirement plan advisor industry.
The 2017 Top Retirement Plan Advisors Under 40 are:
ARA, NAPA
March 15, 2017
The American Retirement Association’s Government Affairs Committee has filed comments with the Department of Labor regarding a proposed regulation to extend by 60 days the applicability date for the “Conflicted Advice” regulation.
The ARA recommends that the applicability date be delayed until Jan. 1, 2018, and that transitional relief with regard to the Best Interest Contract Exemption (BICE) be extended until July 1, 2018.
NTSA
January 30, 2017
ARLINGTON, VA – The National Tax-deferred Savings Association has announced the winners of its prestigious NTSA Elite Advisor Award.
Established in 2014, the NTSA Elite Advisor Award recognizes the contributions of advisors who, by their actions and example, have advanced best practice standards in the 403(b) and/or 457 retirement industry — and, in so doing, have improved the ability of American workers to build a successful retirement.
The 2017 NTSA Elite Advisor Award was presented at a general session during NTSA’s 403(b) Masters Summit in Carefree, Ariz.