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

Press release:

National Institute of Pension Administrators Announces 2019 - 2020 Officers and Board Members

Issued by: NIPA [National Institute of Pension Administrators]

Date: Aug. 19, 2019

CHICAGO, July 9, 2019 -- The National Institute of Pension Administrators (NIPA) is pleased to announce the 2019-2020 Officers and Board Members.
  • Trina Gross, APA, QKA, will serve as President for the 2019-2020 term, effective July 1, 2019. Gross is the Chief Executive Officer 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.
  • Mike Bourne, CPA, MBA, will serve as President-Elect. Bourne is the Managing Partner of Atessa Benefits, Inc., as well as a Founder and Partner of MB Actuarial Services. He has more than 10 years of experience in the retirement and consulting field, specializing in ERISA compliance and defined benefit plans, including cash balance plans. He helps business owners extract tax-deductible wealth from their businesses that does not affect the valuation of their businesses. He also offers business owners services in defined contribution plans. Bourne is based out of San Diego, Calif.
  • Matthew S. King will serve as Chief Financial Officer. King has more than 20 years of retirement plan industry experience and is currently the National TPA Relationships Director at Securian Financial. He is dedicated to developing a flexible and unique TPA program where trusted partnerships, superior service, increased efficiencies, and innovative solutions are the focus. King is based out of West Hartford, Conn.
  • Darren Holsey, APA, APR, ERPA, QKA, QPA, will serve as the Immediate Past President. Holsey is the 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 has been a longtime volunteer for NIPA on the education, the NAFE, website and member resources committees and as a member of the NIPA Board of Directors. Holsey is based out of Wilsonville, Ore.
  • Emily Burr, APA, AIF, will serve as the Member-at-Large on the Executive Committee. Burr is a Pension Consultant for TR Paul Inc., an employee benefits firm. Her focus is on assisting trustees and their participants with successful retirement strategies. She has worked in the retirement plan field for more than 25 years with responsibilities ranging from sales and marketing for TR Paul's pension department along with all phases of plan design, implementation, conversion, investment selection, investment monitoring, and employee education. Burr is based out of Newtown, Conn.
"NIPA"s incoming Board of Directors is reflective of our mission: advocating for the TPA, educating our members, and elevating our profession," said Laura J. Rudzinski, Executive Director of NIPA. "We're proud to welcome a group of TPA professionals who are committed to doing just that."

NIPA's Board of Directors also consists of Joseph Burt, APA, APR, ERPA, QKA, QPA, Pension Plan Specialists, Vancouver, Wash.; Karyn Dzurisin, QKA, QPA, American Funds, Zionsville, Ind.; Ilene Ferenczy, Esq., APA, CPC, Ferenczy Benefits Law Center LLC, Atlanta, Ga.; Michelle Marsh, QKA, Retirement Plan Concepts & Services, Inc., Fort Wayne, Ind.; Shayna Osborne, APA, APR, ERPA, QPA, Osborne & Associate, Inc., Modesto, Calif.; Patrick M. Shelton, GBA, Benefit Plans Plus LLC, St. Louis, Mo.; Michael Stuber, ERPA, QPA, Primark Benefits, Burlingame, Calif.; and Heather Windjue, John Hancock Retirement Plan Services, Boston, Mass.

About NIPA
The National Institute of Pension Administrators (NIPA) is the voice of retirement plan professionals looking to move TPA businesses forward. NIPA serves TPA business owners across the United States by creating environments with world-class education, best-practice 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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