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
The Wall Street Journal: Do you know what’s wrong with your 401(k)?
Do you know what’s wrong with your 401(k)? Excerpt: “Experts also say that good advice is personalized and customized. And one way of telling whether the advice personalized is “if the adviser asks questions about (your) situation whether online, on phone, or in person,” said Fred Barstein, the founder and the CEO of the Retirement… Continue reading
ASPPA Urges SEC to Improve Disclosures
ASPPA and NAPA believe the proposal by the U.S. Securities & Exchange Commission (SEC) to create a ‘uniform fiduciary standard’ for broker-dealers and investment advisers will actually cause more – not less – confusion for retail customers.
NAPA Releases Top Retirement Plan Industry Lists
The National Association of Plan Advisors (NAPA) released three unique lists of approximately 100 providers and broker dealers serving the defined contribution and 401(k) retirement plan industry.