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NTSA

ARLINGTON, VA – The National Tax-Deferred Savings Association, part of the American Retirement Association (ARA), is proud to announce its 2021 NTSA Elite Advisor Award Honored Nominees.

Established in 2014, the NTSA Elite Advisor Award is an annual recognition program that has been established to honor Financial Advisors whose presence and innovative works have helped shape the best practices in serving clients in the ERISA non-profit, 403(b), and 457 retirement industry, as well as to acknowledge their specific outstanding accomplishments and/or contributions. 

ARLINGTON, VA (December 8, 2020) – The National Tax-deferred Savings Association has named Mark Luckinbill its Executive Director, effective January 2021.

NAPA

ARLINGTON, VA.  The National Association of Plan Advisors (NAPA) is pleased to announce NAPA’s 2021 Top Retirement Plan Advisors Under 40.

Established in 2014, this year the list is drawn from an incredible pool of nearly 700 nominations provided by NAPA broker-dealer/RIA Firm Partners, vetted by a panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees.

These “Aces” are widely seen as the future – and in a growing number of cases, current – leaders of the retirement plan advisor industry.

ARLINGTON, VA – The National Association of Plan Advisors (NAPA) is pleased to announce its annual list of Top Women Advisors.

Now in its sixth year, 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 (Sept. 10, 2020) – 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.

ASPPA

PenChecks Trust Company of America (PenChecks Trust) and the American Society of Pension Professionals & Actuaries (ASPPA) are pleased to announce the opening of applications for the QKA Scholarship Program for ASPPA’s Qualified 401(k) Administrator (QKA) credential program.

ARLINGTON, VA – The American Society of Enrolled Actuaries (ASEA) has honored Tom Finnegan with the 2020 Edward E. Burrows Distinguished Achievement Award.

ARA

ARLINGTON, VA — On Women’s Equality Day, the American Retirement Association is proud to announce the creation of a Women in Retirement Council to provide stewardship and support of Women’s Issues within the organization.

PSCA

PSCA’s 2nd annual HSA survey finds design improvement amid continuing concerns.

Arlington, VA – More than half of employers (51.5%) now position the Health Savings Account (HSA) as a retirement savings vehicle according to the Plan Sponsor Council of America’s second annual HSA benchmarking survey, sponsored by Empower Retirement, reinforcing the notion that HSAs can be a powerful retirement savings tool.

PSCA and NAPA surveys find gaps in focus, diversification, prioritization in menu review and construction

Arlington, VA – In the midst of historic market volatility, a new survey of retirement plan sponsors and financial professionals reveals gaps in focus - and perception – about the role of fixed income investments in a fully diversified 401(k) menu.

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