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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.

ARLINGTON, VA (November 1, 2019) —Today Senator Elizabeth Warren (D-Mass) unveiled her plan to pay for “Medicare for All” – and it’s going to come right out of the retirement savings of the Middle Class.

Warren, a Democratic presidential aspirant, claims to raise “about $800 billion” over the next ten years by what is called a “small” tax on financial transactions” which would include the hard-earned money set aside in the retirement savings of millions of hard-working Americans.   

ARLINGTON, VA (October 1, 2019) —Effective January 1, leadership of the Plan Sponsor Council of America – the nation’s premier information, education and advocacy association for plan sponsors - will transition to Will Hansen, Chief Government Affairs Officer for the American Retirement Association.

NAPA

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.

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

Now in its fifth year, the Top Women Advisors accolade was launched 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.

ARLINGTON, VA (Sept. 12, 2019) – The National Association of Plan Advisors (NAPA) is pleased to announce the Top 10 Defined Contribution (DC) Wholesalers, as selected by the nation's leading retirement plan advisors.

The Top 10 DC Wholesalers in two categories – recordkeeping and DCIO (defined contribution investment only) - were drawn from the list of Top 100 DC Wholesalers, based on votes cast by several thousand advisors from a list of more than 600 wholesalers nominated by NAPA Firm Partner recordkeepers and Defined Contribution Investment Only (DCIO) providers.  

ARLINGTON, VA (Sept. 10, 2019) – 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 600 wholesalers nominated by NAPA Firm Partner recordkeepers and Defined Contribution Investment Only (DCIO) providers.  

NTSA

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

ARLINGTON, VA (September 5, 2019) – Just in time for 403(b) Day, new research from the National Tax-Deferred Savings Association (NTSA) highlights opportunities that can help increase participation and savings for the nation’s public education professionals.

 

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