Phoenix, AZ – Carla-Ann Goedtke, Virginia Harriett and Alberto Gaglianese were recognized as the 2022 NTSA Elite Advisors at a Feb. 7 luncheon meeting at the 2022 NTSA Summit in Phoenix, AZ.

PHOENIX, AZ, (February 6) - The National Tax-Deferred Savings Association (NTSA) has honored Kent Schutt and Kris Coffey with its Bob D. Schiller Award for their lifetime achievements and meritorious service.

Coffey and Schutte received the Bob D. Schiller Award at a Feb. 6 session of the NTSA Summit held in Phoenix, AZ.  Schutte, 2015 NTSA President, was recognized as the 2021 recipient of the Bob D. Schiller Award that could not be presented in person in 2021 due to the pandemic, while Coffey, 2019 NTSA President, was acknowledged as the award’s 2022 recipient.

ARLINGTON, VA – The American Society of Enrolled Actuaries (ASEA) has honored Mark K. Dunbar, MSEA, with the 2021 Edward E. Burrows Distinguished Achievement Award.

ARLINGTON, VA, (October 13, 2021) — The American Retirement Association, the nation’s leading advocacy organization of retirement plan professionals and plan sponsors, enthusiastically supports today’s proposal by the Department of Labor that affirms a level playing field for investments with an environmental, social and governance (ESG) focus.

ARLINGTON, VA — The National Association of Plan Advisors has published its list of the nation’s 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 in a single physical location.  The inaugural list was published in 2017.   

ARLINGTON, VA – The National Tax-Deferred Savings Association, part of the American Retirement Association (ARA), is proud to announce its 2021 NTSA Elite Advisors.

The NTSA 2021 Elite Advisors are:

ARLINGTON, VA, (January 13, 2021) —With the start of a new year, the American Retirement Association is pleased to announce a new slate of Officers on its Board of Directors.

Joseph A. Nichols, MSPA, partner and Director of Actuarial Services at DWC—The 401(k) Experts, has been named President of the American Retirement Association.  Nichols has previously served as both Treasurer of the ARA, and as president of the American Society of Pension Professionals & Actuaries (ASPPA) in 2016.

Joining Nichols as Officers for 2021:

ARLINGTON, VA –The National Tax-Deferred Savings Association, part of the American Retirement Association (ARA), is pleased to acknowledge the recipients of the NTSA 2021 Richard Ford Volunteer Service Award..

ARLINGTON, VA (December 8, 2020) – The National Tax-deferred Savings Association has named Mark Luckinbill its Executive Director, effective January 2021.