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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. 

ARLINGTON, VA – The National Tax-Deferred Savings Association (NTSA) has announced the publication of a new resource for 403(b) and 457 plans.

The Best Practices for 403(b) and 457(b) Plans is designed to provide employers, consultants, distributors, product providers and TPAs with the information necessary to properly understand their obligations so communications can be clear and concise, and fulfillment of required tasks can be focused toward a common goal.

ARA

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.

ARLINGTON, VA — The American Retirement Association has named Joseph A. Caruso, III, JD, MSPPM as Government Affairs Counsel, NAPA and NTSA, effective February 12.

In his new role, Caruso will be involved with federal and state lobbying on behalf of ARA member associations, as well as drafting sample legislation, and providing comments on proposed regulations.

NAPA

NASHVILLE, TN — The National Association of Plan Advisors welcomed Jeffery Acheson, CPFA, as its 2018-2019 President at the opening session of the 2018 NAPA 401(k) SUMMIT.

ARA, NTSA

ARLINGTON, VA – The National Tax-Deferred Savings Association (NTSA) has awarded the Bob D. Schiller Lifetime Achievement Award to Paul Indianer.

Described as an NTSA pioneer, a “recruiter extraordinaire,” a passionate advisor, a meaningful manager and as the “Willie Mays” of TSAs, Indianer was very supportive of the founding of the NTSA and instrumental in its success. Indianer served on the NTSA board for a number of years, and also is credited with establishing NTSA’s close working relationship with the IRS.

ARLINGTON, VA – The National Tax-Deferred Savings Association (NTSA) has named the winners of the prestigious NTSA Elite Advisor Award.

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 retirement industry, and in so doing, have improved the ability of American workers to build a successful retirement.

The 2018 NTSA Elite Advisors were honored at the 2018 NTSA 403(b) Summit, held in Houston Jan. 23-25. The 2018 NTSA Elite Advisors are:

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