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NTSA

ARLINGTON, VA – The National Tax-deferred Savings Association has announced the finalists for its prestigious NTSA Elite Advisor Award.

Established in 2014, the NTSA Elite Advisor Award recognizes the contributions of advisors who, by their actions and example, 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.

ARLINGTON, VA  – The National Tax-deferred Savings Association (NTSA) is proud to announce the semifinalists 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:

ARLINGTON, VA – The National Tax-deferred Savings Association (NTSA) has formally affirmed its support for a fiduciary standard for all not-for-profit organizations, and the extension of the Labor Department’s fiduciary rule to governmental 403(b) plans and participants.

NTSA, the nation’s only independent, non-profit association dedicated to the 403(b) and 457(b) marketplace, chose to embrace the standard, even though the Labor Department’s fiduciary rule does not apply to governmental retirement plans.

ARLINGTON, VA. – In a significant milestone for the National Tax-Deferred Savings Association’s (NTSA) effort to ensure that public school employees receive the same important retirement plan information that is provided to their peers in the private sector, the Financial Industry Regulatory Authority (FINRA) has issued an interpretive letter agreeing to exclude NTSA’s Model Disclosure Form from various filing requirements under FINRA Rule 2210.

NAPA

ARLINGTON, VA. – Today, the National Association of Plan Advisors (NAPA) is pleased to announce its 2016 list of Top Women Advisors.

The Top Women’s Advisors list was created 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.

2016_NAPAWingmen_Logo

ARLINGTON, VA – The National Association of Plan Advisors (NAPA) is pleased to announce its list of 100 Top DC Wholesalers, who act as “wingmen” for the nation’s leading retirement plan advisors.

NASHVILLE, TN. – Samuel (Sam) Brandwein, QPA, CFP, CIMA, CRPS, was named president of the National Association of Plan Advisors at the 2016 NAPA 401(k) Summit in Nashville April 18. He will serve as president for 2016-2017.

NASHVILLE, TN. – The advisory team at Stone Street Advisors Group in Pearl River, N.Y. http://www.ssadvisorgroup.com/  is the winner of the 2016 NAPA 401(k) Advisor Leadership Award.

Barbara J. Delaney, AIF™, the firm’s founder and Principal, received the award on behalf of the team during a general session of the NAPA 401(k) Summit in Nashville April 18. She was joined by representatives of the other two finalists for this year’s Leadership Award:

ASPPA

National Harbor, MD — The American Society of Pension Professionals & Actuaries honored Judy A. Miller, MSPA, with the prestigious Harry T. Eidson Founders Award during the Oct. 23 opening session of the 2016 ASPPA Annual Conference in National Harbor, MD.

National Harbor, MD — The American Society of Pension Professionals & Actuaries welcomed Richard A. Hochman, JD, APM, as the new president of the organization during the Oct. 23 Business Meeting that kicked off the 2016 ASPPA Annual Conference in National Harbor, MD.

Hochman succeeds 2016 ASPPA President Joseph A. Nichols, MSPA.

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