Tag: "retirment advisors"
403(b) Advisor Releases Winter Issue
The theme of the winter edition of 403(b) Advisor is this: It’s no longer sufficient for a successful 403(b) advisor to be simply a purveyor of retirement products. Or even just an expert on investments and financial markets. In order to cut through the clutter of financial advice that comes at us from the media, both mass and social, he or she must go into some unfamiliar, even surprising territory.
Fiduciary Consulting Group at PSA Financial
NAPA & ASPPA 401(k) Advisor Leadership Award Finalist 2013
Fiduciary Consulting Group at PSA Financial
Jania Stout has more than 18 years of experience working with middle market companies and their corporate sponsored retirement plans.
NAPA and ASPPA Announce 401(k) Advisor Leadership Award Finalists
The American Society of Pension Professionals & Actuaries (ASPPA) and the National Association of Plan Advisors (NAPA) announced today the names of three finalists in the running for the 401(k) Advisor Leadership Award.
ASPPA Launches Campaign to Save 401(k) Plans From Tax Reform
ASPPA launches the Save My 401k grassroots campaign to defend more than 60 million American workers’ 401(k) plans from congressional budget cuts.
NAPA Launches Web Portal for Retirement Plan Advisors
The National Association of Plan Advisors (NAPA) and The American Society of Pension Professionals & Actuaries (ASPPA) announced the launch of the NAPA Net web portal to inform and connect retirement plan advisors. NAPA Net is designed to provide plan advisors with a voice and community, through which they can access and share news, commentary, interactive forums, research and webcasts.
Video—Regulatory Update
September 19, 2012 — ASPPA’s General Counsel and Director of Regulatory Affairs, Craig Hoffman, discusses FAQ # 39 from the Department of Labor’s (DOL) recently released Field Assistance Bulletin 2012-02R…
Biased Analysis Maligns 401(k) Plans
Brian H. Graff, CEO and Executive Director of The American Society of Pension Professionals & Actuaries (ASPPA) in response to Demos report, “The Retirement Savings Drain: Hidden & Excessive Costs of 401(k)s.”
Retirement Plan Advisor Group’s Growth Exceeds Expectations
The National Association of Plan Advisors (NAPA)—an individual membership organization created by and for retirement plan advisors—today announced it has exceeded its first-year membership goal just six months after its launch
Top Advisors Share Strategies for Growth
Two advisors, one from an independent broker-dealer and the other from a major wirehouse, offer their vantage points on becoming top producers in an ASPPA 401(k) SUMMIT workshop entitled “Power Plays to Bring Your Practice to the Next Level”.
ASPPA Focuses on Advisors
More than 460 retirement professionals tuned in to hear the latest from Washington and how it will impact their business during ASPPA’s webcast targeted to retirement plan advisors. “Change is coming to the retirement industry—it’s not a matter of if, it’s a matter of when it happens,” said Brian H. Graff, executive director and CEO of ASPPA.
