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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:

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:

NAPA

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:

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

ASPPA

ARLINGTON, VAThe American Retirement Association is coordinating a march on Capitol Hill in support of the nation’s private retirement system Oct. 20, in conjunction with the 2015 ASPPA Annual Conference.

ARLINGTON, VA – A recent survey of hybrid plans by the ASPPA College of Pension Actuaries (ACOPA) suggests substantial increases in new cash balance plan adoption.

Cash balance plans or CB plans are occasionally referred to as hybrid plans due to the fact that they’re a defined benefit plan with defined contribution plan characteristics.

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