You are here

Media Resources

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.

ARILINGTON, VA – Today, the National Association of Plan Advisors (NAPA) is pleased to announce its 2017 list of Top Women Advisors.

The NAPA Top Women Advisors list was created 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.

ARA

CHICAGO, IL and ARLINGTON, VA — Members of the Plan Sponsor Council of America (PSCA) voted to join the American Retirement Association (ARA), effective December 29, 2017.

ARLINGTON, VA — Tax reform proposals being hurried through Congress could have a dramatic impact on the retirement security of small businesses and millions of small business workers, according to an analysis by the American Retirement Association.

Pages