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View More Press Releases by NIPA [National Institute of Pension Administrators]

Press release:

National Institute of Pension Administrators Announces 2017-2018 Officers and Directors

Issued by: NIPA [National Institute of Pension Administrators]

Date: July 6, 2017

Chicago, July 5, 2017 — The National Institute of Pension Administrators (NIPA) is pleased to announce the 2017-2018 officers and new board members.
  • Joseph Burt, APA, APR, ERPA, QKA, QPA, will serve as President of NIPA’s Board of Directors effective July 1, 2017. Burt is the President and Owner of Pension Plan Specialists and is an ERISA Consultant who helps business owners ensure they attract and retain employees by offering a competitive and compliant retirement plan. He has 20 years of experience helping clients with Defined Contribution Plans, ESOP, 403(b) and Defined Benefit Plans including Cash Balance. Burt is based out of Vancouver, Wash.
  • Darren Holsey, APA, APR, ERPA, QKA, QPA, will serve as the President-elect for the 2017-2018 term. Holsey is an Owner and Senior Plan Consultant at Premier Retirement Plan Services and has more than 25 years of experience in the retirement plan industry. He offers employers services in 401(k), Profit Sharing, Defined Benefit including Cash Balance, 403(b) and Employee Stock Ownership Plans. Holsey is based out of Wilsonville, Ore.
  • Trina Gross, APA, QKA, will serve as Chief Financial Officer. Gross is the CEO of Acuff & Associates, Inc., as well as a founder and Principal with the firm since its inception. She has 35 years of experience in the retirement and consulting field and a vast knowledge of plan design, consulting with employers on all aspects of their plans and complex administration. Gross is based out of Brentwood, Tenn.
  • Michelle Marsh, QKA, will serve as the Immediate Past President. Marsh is the President and Owner of Retirement Plan Concepts & Services, Inc. She has more than 30 years of extensive experience in the administration and qualified plans arena. She speaks nationally and she advocates on behalf of all TPAs and the services they offer as well as the Retirement Plan Industry as a whole. Marsh is based out of Fort Wayne, Ind.
  • Patrick M. Shelton, GBA, will serve on the Executive Committee for the 2017-2018 term. Shelton is the Managing Member at Benefit Plans Plus, L.L.C. and has more than 25 years of retirement plan industry experience. He is responsible for innovating, executing the firm's business plan and overseeing all business development initiatives. Additionally, he specializes in financial advisor relations, including 401(k) sales presentations, vendor searches and fiduciary consulting. Shelton is based out of St. Louis.
“We are pleased to welcome another exceptional group of professionals as our leadership for the next term,” said Laura J. Rudzinski, Executive Director of NIPA. “This term’s board of directors is dedicated to advocating for the TPA industry, providing resources to our members to stay help them informed and promoting professional growth for all TPAs.”

NIPA's Board of Directors also consists of:

  • Mike Bourne, Atessa Benefits, Inc., San Diego, Calif.
  • Matt King, The Standard, W. Hartford, Conn.
  • Emily Lichtenwalner, APA, AIF, T R Paul Incorporated, Newtown, Conn.
  • Shayna Osborne, APA, APR, ERPA, QPA, Osborne & Associate, Inc., Modesto, Calif.*
  • Ann Slotwinski, APR, John Hancock Financial Services, Boston, Mass.*
  • Michael Stuber, QPA, ERPA, Primark Benefits, Burlingame, Calif.
*Indicates an individual who is new to NIPA’s Board of Directors.

About NIPA
The National Institute of Pension Administrators (NIPA) is a national association that serves TPA business owners by creating environments with world-class education, best-practices exchanges, and deep peer-to-peer relationships. As a result, our members’ revenue grows dramatically, processes are streamlined, productivity increases, and life-long relationships are developed. For more information, visit www.nipa.org.

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View More Press Releases by NIPA [National Institute of Pension Administrators]

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