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Media Resources

American Retirement Association Statement on the Death of George Floyd

At the American Retirement Association we continue to strive to create an organization that not just supports diversity and inclusion, but that actually reflects it.  True diversity and inclusion respects and honors all points of view regardless of the topic or challenge this country is facing.

NAPA

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. 

ARLINGTON, VA.  The National Association of Plan Advisors (NAPA) is pleased to announce NAPA’s 2020 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 “Young Guns” are widely seen as the future – and in a growing number of cases current – leaders of the retirement plan advisor industry.

NTSA

DENVER, CO – The National Tax-Deferred Savings Association, part of the American Retirement Association (ARA), is proud to announce its 2020 Elite Advisor Award Winners:

Joe Avallone, US Retirement Planning Associates, Winter Springs, FL; Broker-Dealer: PlanMember

Sara McGrath, AIF®, Clifford & Rano Associates, Inc., Worcester, MA; Broker-Dealer: Lincoln Investment

David Wolfe, CRES, Educators Financial Services, Coon Rapids, MN; Broker-Dealer: Advanced Advisor Group

ARLINGTON, VA (January 16) - The National Tax-Deferred Savings Association (NTSA) has honored Richard H. Ford with its Bob D. Schiller Award for his lifetime achievements and meritorious service.

ARLINGTON, VA (January 16) – The National Tax-deferred Savings Association (NTSA) is honored to acknowledge the recipients of the inaugural Ford Volunteer Service Award.

ARLINGTON, VA (December 11, 2019) – The National Tax-Deferred Savings Association, part of the American Retirement Association (ARA), is proud to announce its 2020 Elite Advisor Award Honored Nominees:

 

Joe Avallone, US Retirement Planning Associates, Winter Springs, FL

Leasa Huffman, CRES, CLU, FMLI, OFG Financial, Wakarusa, KS

Jason Levine, AIF, CFP, Lincoln Investment, Swamscott, MA

ACOPA

ARLINGTON, VA (January 6, 2020) — The ASPPA College of Pension Actuaries (ACOPA) has adopted a new name – the American Society of Enrolled Actuaries (ASEA).

The name change is part of a broader membership-driven initiative designed to refresh the organization’s brand in a way that more clearly reflects its core mission and to more closely align with its focus as an organization devoted solely to the needs of Enrolled Actuaries.

ARA

ARLINGTON, VA (December 17, 2019) — Pending prompt action by the U.S. Senate, the most comprehensive retirement security legislation in more than a decade is poised to become a reality.

Years in the making, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was included in one of the two “minibus” appropriations bills that fund the federal government for the rest of the 2020 fiscal year.  Pending a vote by the full House and Senate, the bills should reach President Trump’s desk for his signature by the end of the work week.

ARLINGTON, VA (December 2, 2019) —Having developed an expanding array of new education products and a dynamic news and research reach alongside the retirement industry’s most compelling events, the American Retirement Association has tapped Tom Connolly to be its first-ever Chief Sales Officer.

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