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Media Resources

NAPA

ARLINGTON, VA – 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.

This year’s list drew an overwhelming response. Finalists for this recognition were selected based on votes cast by several thousand advisors from a list of more than 500 wholesalers nominated by NAPA Firm Partner recordkeepers and Defined Contribution Investment Only (DCIO) providers.

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 – In the midst of its rapidly growing array of education, conference, and media offerings, the American Retirement Association is pleased to announce that industry marketing veteran Daniella Moiseyev will join the organization in the newly established role of Chief Marketing Officer, effective September 10.

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.

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.

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