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NTSA

TAMPA, FL – The National Tax-Deferred Savings Association is proud to announce the winners of its 2019 Elite Advisor Award.

Selected by a panel of judges from 12 finalists, the 2019 NTSA Elite Advisor Award winners are:

ARLINGTON, VA – The National Tax-Deferred Savings Association is proud to announce the finalists for its prestigious NTSA 2019 Elite Advisor Award.

Chosen from the group of 17 semi-finalists, the 2019 NTSA Elite Advisor Award finalists are:

ARLINGTON, VA – The National Tax-Deferred Savings Association (NTSA) has honored Susan J. Jennings with its Bob D. Schiller Award for her lifetime achievements and meritorious service.

The NTSA Bob D. Schiller Award recognizes individuals who have given freely of themselves, their time and resources to the NTSA and to the 403(b)/457 industry — individuals who have gone above and beyond expectations. It is named in memory of Bob Schiller, an enthusiastic supporter of the NTSA who devoted his time and energy to its success.

ARLINGTON, VA – The National Tax-Deferred Savings Association (NTSA) has announced the semifinalists for its prestigious NTSA Elite Advisor Award.

The 2019 NTSA Elite Advisor Award will be presented at the Award Luncheon Monday, January 28, 2019 of the NTSA 30th Anniversary Summit in Tampa, FL Jan. 27-29. 2019. The 2019 NTSA Elite Advisor Award semi-finalists are:

Tana Barker, Inspire Financial Group, McKinney, TX; Broker-Dealer, PlanMember Securities

ARLINGTON, VA – New research published by the National Tax-Deferred Savings Association (NTSA) confirms that a decrease in investment choice and reduced access to advisors leads to lower retirement plan participation by teachers in 403(b) plans

ARA

ARLINGTON, VA — The American Retirement Association’s (ARA’s) mission is to protect and strengthen our nation’s retirement plan system. With retirement issues looming large for the next Congress, the ARA has revamped its government affairs leadership team with two key additions.

Will Hansen joins in the new role of Chief Government Affairs Officer, effective January 7, and Allison Wielobob has been named General Counsel of the American Retirement Association, effective January 28. 

NAPA

ARLINGTON, VA – The National Association of Plan Advisors (NAPA) is pleased to announce NAPA’s 2018 Top Retirement Plan Advisors Under 40.

Established in 2014, this year the list is drawn from an incredible pool of nearly 600 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 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.  This year publication of the list was also accompanied by the list of the nation’s Top DC Multi-Office Advisor Firms.   

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

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.

ASPPA

National Harbor, MD — The American Society of Pension Professionals & Actuaries (ASPPA) honored Mark Iwry with the prestigious Harry T. Eidson Founders Award during the Oct. 21 opening session of the 2018 ASPPA Annual Conference.

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