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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.

NAPA

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:

ARLINGTON, VA. — The National Association of Plan Advisors (NAPA) is proud to announce the three finalists for its prestigious 2016 401(k) Advisor Leadership Award.

Now in its ninth year, the award continues to recognize leadership, innovation and contributions to the retirement plan industry with the sales, marketing and establishment of 401(k) plans. More than 150 nominations were received for this year’s award.

Drawn from a group of 10 outstanding semifinalists by a blue-ribbon panel of judges, the finalists for the award are:

ARLINGTON, VA. – The National Association of Plan Advisors (NAPA) is pleased to announce NAPA’s 2016 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.

ARLINGTON, VA. — The National Association of Plan Advisors (NAPA) is proud to announce the ten semifinalists for its 2016 401(k) Advisor Leadership Award.

Now in its ninth year, the prestigious award recognizes a leading financial advisor or team for contributions that exemplify leadership, experience and expertise in the retirement plan industry. This year’s award focuses on innovation and accomplishments in human capital management, sometimes referred to as workforce management.

The ten semifinalists for the 2016 401(k) Leadership Award are:

NTSA

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.

ARLINGTON, VA. – Today the National Tax-deferred Savings Association (NTSA) is pleased to announce the winners of its prestigious NTSA Elite Advisor Award.

The NTSA Elite Advisor Award recognizes the contributions of advisors who, by their actions and example, have advanced best practice standards, advocacy, leadership and legacy 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 2016 NTSA Elite Advisors are:

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