Steven Dimitriou, AIF, AAMS, PRP, has been named President of the National Association of Plan Advisors. At the opening session of the 2014 NAPA 401(k) Summit March 23, Marcy L. Supovitz, NAPA’s founding president, passed the gavel to Dimitriou, who will serve as president for 2014-2015. Dimitriou, a managing partner at Mayflower Advisors, LLC, in… Continue reading
NAPA Honors Kathleen Kelly with 401(k) Advisor Leadership Award
The National Association of Plan Advisors is proud to honor Kathleen A. Kelly, CRPS, AIFAwith NAPA’s prestigious 401(k) Advisor Leadership Award at the annual NAPA 401(k) Summit. The award designates the best advisor in the industry excellence in leadership, career achievement and client service. “This is among my favorite moments throughout NAPA’s year. Honoring and… Continue reading
HispanicBusiness.com: Initiative on Financial Security
Initiative on Financial Security Excerpt: “Judy A. Miller, Director of Retirement Policy at ASPPA “We know the key to promoting retirement security is expanding access to workplace savings, and Congress could take some modest steps that would make major strides in accomplishing that.”
Ignites: Tax Overhaul Would Hurt 401(k)s
Tax Overhaul Would Hurt 401(k) s: Retirement Industry (Note: subscriber only content) Excerpt: “Industry groups, including the American Society of Pension Professionals & Actuaries, the Investment Company Institute, American Benefits Council and Insured Retirement Institute, issued statements after Camp’s introduction of the proposal last week. A 10% surtax on plan contributions for high-income workers would… Continue reading
Obama’s 2015 Budget Is a House of Cards
The following is a statement from Brian H. Graff, Executive Director/CEO of the American Society of Pension Professionals & Actuaries (ASPPA) in response to the proposed fiscal year 2015 budget President Barack Obama released today: “Unfortunately, this year’s budget proposal includes the same wrong-headed attacks on employer-sponsored retirement plans as last year. The double tax… Continue reading