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NTSA

PHOENIX, AZ, (February 6) - The National Tax-Deferred Savings Association (NTSA) has honored Kent Schutt and Kris Coffey with its Bob D. Schiller Award for their lifetime achievements and meritorious service.

Coffey and Schutte received the Bob D. Schiller Award at a Feb. 6 session of the NTSA Summit held in Phoenix, AZ.  Schutte, 2015 NTSA President, was recognized as the 2021 recipient of the Bob D. Schiller Award that could not be presented in person in 2021 due to the pandemic, while Coffey, 2019 NTSA President, was acknowledged as the award’s 2022 recipient.

ARLINGTON, VA – The National Tax-Deferred Savings Association, part of the American Retirement Association (ARA), is proud to acknowledge the recipients of its Richard Ford Volunteer Service Awards for 2022.

This year’s honorees are Nathan Glassey, TPGC, QKA, CRES of National Benefit Services (Farmington, UT) and Philip Kim, CFP®, ChFC, CLU, RICP®, CRES of Signature Wealth Concepts (Phoenix, AZ).

ARLINGTON, VA – The National Tax-Deferred Savings Association, part of the American Retirement Association (ARA), is proud to announce the Honored Nominees for the NTSA 2022 Elite Advisor Awards.

These NTSA financial advisors have been nominated by an ARA affiliate member and/or NTSA member, submitted their application, fulfilled all responsibilities and requirements, and have been affirmed by their colleagues.

The Honored Nominees are:

ASPPA

ARLINGTON, VA – The American Society of Enrolled Actuaries (ASEA) has honored Mark K. Dunbar, MSEA, with the 2021 Edward E. Burrows Distinguished Achievement Award.

NAPA

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

Now in its seventh 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 — Amidst growing worker interest in, and plan sponsor curiosity about, investments in environmental, social & governance investing, the National Association of Plan Advisors (NAPA) has launched a new certificate program designed to help advisors educate and evaluate those alternatives.

ARLINGTON, VA — The National Association of Plan Advisors has published its list of the nation’s top defined contribution (DC) Advisor Teams.

Unlike other lists, this focuses on individual firms, or what may, in a wirehouse environment, be referred to as a team, or office, and the assets under advisement related to their defined contribution (DC) practice, specifically in a single physical location.  The inaugural list was published in 2017.   

ARA

ARLINGTON, VA, (October 13, 2021) — The American Retirement Association, the nation’s leading advocacy organization of retirement plan professionals and plan sponsors, enthusiastically supports today’s proposal by the Department of Labor that affirms a level playing field for investments with an environmental, social and governance (ESG) focus.

ARLINGTON, VA (May 25, 2021) — As part of its ongoing commitment to its 25,000+ members and the impact of their advocacy on behalf of the nation’s private retirement system, the American Retirement Association has named Erika Goodwin to the newly created position of Advocacy Engagement Manager.

ARLINGTON, VA, (February 12, 2021) — The American Retirement Association, the nation’s leading advocacy organization of retirement plan professionals and plan sponsors, commends the decision by the Department of Labor to confirm that its exemption for investment advice fiduciaries will go into effect, as scheduled..

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