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Media Resources

ASPPA

October 24, 2022

ASPPA Welcomes Bonestroo as President

National Harbor, MD  - At its annual conference, the American Society of Pension Professionals & Actuaries (ASPPA)  welcomed Justin Bonestroo as the organization’s new president, with a term to begin on January 1, 2023.

 

Bonestroo is a senior vice president at CBIZ Retirement Plan Services.  He is a member of the Society of Pension Actuaries (MSPA), and an Enrolled Actuary (EA).  He recently concluded a term as President of the American Society of Enrolled Actuaries, one of the sister associations of the American Retirement Association.

 

NTSA

September 28, 2022

Diehl Honored with NTSA 2023 Richard Ford Volunteer Service Award

Arlington, VA – The National Tax-Deferred Savings Association (NTSA) is proud to honor Susan Diehl, QPA, CPC, TGPC, ERPA, BCF™ with the NTSA 2023 Richard Ford Volunteer Service Award (FVSA).

March 21, 2022

NTSA Names Glassey as New Executive Director

ARLINGTON, VA (March 21, 2021) – The National Tax-deferred Savings Association (NTSA) has named Nathan Glassey as its Executive Director, effective immediately.

February 8, 2022

NTSA Names Elite Advisors of 2022

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.

February 8, 2022

NTSA Announces Ford Volunteer Service Award Honorees

Phoenix, AZ – The National Tax-deferred Savings Association (NTSA) is honored to acknowledge the recipients of the Richard Ford Volunteer Service Award.

Nathan Glassey and Philip Kim were named as the 2022 recipients of the Richard Ford Volunteer Service Award. They received the award at a Feb. 7 luncheon at the 2022 NTSA Summit in Phoenix, AZ.

NAPA

September 21, 2022

NAPA Launches Exclusive NQPA™ Credential for Advisors

ARLINGTON, VA — As employers look for creative ways to recruit and retain talent in the wake of the Great Resignation, they are increasingly looking to so-called nonqualified plan designs – and the National Association of Plan Advisors (NAPA) has launched a new certificate program designed to help advisors educate and evaluate those alternatives.

April 12, 2022

NAPA Announces New Leadership for 2022-23

Tampa, FL — The National Association of Plan Advisors welcomed Corby Dall as its 2022-2023 President at the opening session of the 2022 NAPA 401(k) Summit.

March 30, 2022

NAPA Names Nation’s Top DC Advisor Teams

ARLINGTON, VA — The National Association of Plan Advisors has published its list of the nation’s top defined contribution (DC) Advisor Teams with AUA over $100 million.

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 from a single physical location.  The inaugural list was published in 2017.   

ARA

June 22, 2022

Some Crypto Clarity for Retirement Plans

ARLINGTON, VA, (June 22, 2022) —Cryptocurrency and its potential place on 401(k) investment menus has been very much in the news of late. American Retirement Association CEO Brian Graff recently sat down with Tim Hauser, Deputy Assistant Secretary for Program Operations of the Employee Benefits Security Administration (EBSA), for some insights and perspective on the DOL’s Compliance Assistance Release on cryptocurrency and the impact on retirement plans.

PSCA

April 5, 2022

PSCA Honors Nancy Gerrie and Robert C. Merton with Lifetime Achievement Awards

This prestigious award is given annually to individuals for their noteworthy contributions to the defined contribution industry.

 

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