ARLINGTON, VA – The National Association of Plan Advisors (NAPA) is pleased to announce its 2015 Top Retirement Plan Advisors Under 40.
Established in 2014, the list is drawn from nominations provided by NAPA Firm Partners, voted on by the 10,000+ members of NAPA, and vetted by a blue ribbon committee of senior advisor industry experts. These “Young Guns” are seen as the future leaders of the industry.
The 2015 Top Retirement Plan Advisors Under 40 are:
ARLINGTON, VA — The Department of Labor’s long-awaited fiduciary reproposal claims to protect consumers from “conflicts of interest” in retirement advice – but at what cost?
While initial concerns about preserving the ability for 401(k) participants to work with the advisor of their choice on rollovers appear to be addressed in the new proposal, the new compliance regimen looks to be significant, adding cost and complexity to the process. Among other things, this includes written contracts with multiple signatures, as well as initial and annual disclosures.
SAN DIEGO, CA — The advisory team at Retirement Resources in Peabody, Mass., represented by Jim Phillips and Patrick McGinn, AIF, CFA, has been named winner of the 2015 NAPA 401(k) Advisor Leadership Award.
Phillips and McGinn were on hand to receive the award on behalf of the firm during a general session March 23 at the NAPA 401(k) Summit, the nation’s largest retirement plan advisor event. They were finalists for the NAPA 401(k) Leadership Award in 2012.
SAN DIEGO, CA — At the nation’s largest retirement plan advisor event, Joseph F. DeNoyior, CRPS, AIF, C(k)P, was named president of the National Association of Plan Advisors.
At the opening session of the 2015 NAPA 401(k) Summit March 22, Steven Dimitriou, NAPA’s 2014 president, passed the gavel to DeNoyior, who will serve as president for 2015-2016.
DeNoyior is the Managing Partner at Washington Financial Group (WFG) and the Partner in Charge of WFG’s retirement plan group, which services over 150 qualified plans.
ARLINGTON, VA — The National Association of Plan Advisors (NAPA) is pleased to announce the winners of its second annual list of top DC wholesalers, who act as “wingmen” for the nation’s leading retirement plan advisors.
ARLINGTON, VA — PenChecks Trust Company of America (PenChecks Trust) and the American Society of Pension Professionals & Actuaries (ASPPA) are pleased to announce the second annual QKA Scholarship Program for ASPPA’s Qualified 401(k) Administrator (QKA) credential program.
ARLINGTON, VA — The American Society of Pension Professionals & Actuaries (ASPPA) is pleased to announce that a panel of top experts from the IRS will participate in this year’s ASPPA Philadelphia Regional Conference taking place April 30 – May 1 at the DoubleTree Center City in Philadelphia.
The IRS Panel features:
NASHVILLE, TN – Today the National Tax-deferred Savings Association (NTSA) is pleased to announce 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, advocacy, leadership and legacy 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 2015 NTSA Elite Advisors are:
ARLINGTON, VA – Today the National Tax-deferred Savings Association (NTSA) announces the ten finalists for 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. This year’s NTSA Elite Advisor Award Finalists are:
ARLINGTON, VA – The National Tax-deferred Savings Association (NTSA) announces the semifinalists for 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. This year’s NTSA Elite Advisor Award semi-finalists are:
