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NTSA

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.

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

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.

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:

ARLINGTON, VA – The National Tax-Deferred Savings Association (NTSA) is proud to announce the Finalists for 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.

Drawn from an initial list of eight semi-finalists, this year’s NTSA Elite Advisor Award Finalists are:

ARLINGTON, VA – The National Tax-Deferred Savings Association (NTSA) is proud to announce the Semi-Finalists for 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.

This year’s NTSA Elite Advisor Award Semi-Finalists are:

ARA, ASPPA

LOS ANGELES, CA – The ASPPA College of Pension Actuaries (ACOPA) has named Martin Pippins as its new Executive Director and Director of Regulatory Policy, effective immediately.

Previously he served as the Director, Customer Service & Stakeholder Relations for the Services & Enforcement ACA office, and prior to that he was the Manager of Voluntary Compliance, Employee Plans Rulings & Agreements in the Tax Exempt & Government Entities Division where he was responsible for a nationwide corrections program for retirement plans.

ARA, NAPA

ARLINGTON, VA — The National Association of Plan Advisors has published its first-ever list of 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.

ARLINGTON, VA – The National Association of Plan Advisors (NAPA) is pleased to announce NAPA’s 2018 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.

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