Delaware Business Now
Trellist Marketing and Technology, Wilmington, named
Maria Gunther as CEO. As part of this transition, Trellist founding partner and longtime CEO David Atadan will become Chief Ventures Officer, while continuing to hold the role of Chief Operations Officer, and serve on the firm’s Board.
Gunther joined Trellist in 2005 as a design contractor and soon moved into project management, building strategic relationships throughout the years and across industries.
She was promoted to an Account Services Lead in 2010, a role that gave her an enhanced view of customer challenges and how Trellist’s unique portfolio of services can help meet them. In 2016, Gunther was unanimously elected as a partner in the organization thanks to her extraordinary efforts in building the business.
American Retirement Association Issues Public Comment on IRS Notice
Targeted News Service
Kelsey Mayo, director for regulatory policy, at the
American Retirement Association,
Arlington, Virginia, have issued a public comment on the
Internal Revenue Service notice entitled Request for Comments Regarding Protection of ERISA Sec. 205 Spousal Rights Under a Terminating Sec. 403(b) Plan Funded Through the Use of Custodial Accounts . The comment was written on
Feb. 3, 2021, and posted on
Feb. 4, 2021:
The American Retirement Association ( ARA ) is writing in response to Internal Revenue Service Notice 2020-80, regarding comments on the application of section 205 of ERISA in connection with a distribution of an individual custodial account in-kind under section 110 of the SECURE Act (Public Law 116-94) for a Sec. 403(b) plan participant. ARA thanks the
DWC Partner Joe Nichols Announced as ARA President
National 401(k) Consultancy is Proud to Announce Joe Nichols as President of the ARA
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ST PAUL, Minn., Jan. 21, 2021 /PRNewswire/ The American Retirement Association (ARA) has named Joe Nichols, ASA, EA, MSPA new President of the organization for calendar year 2021. Joe has previously served as both Treasurer of the ARA, and as President of the American Society of Pension Professionals & Actuaries (ASPPA) in 2016. I am privileged to serve alongside such a diverse group of professionals. The ARA Board, like its members, is comprised of third-party administrators, advisors, plan sponsors and actuaries who all adhere to a strict code of professional conduct, Nichols said. For 2021, the ARA Board will continue its important mission of advocating for the employer-based retirement system which helps Americans save for and achieve a comfortable retirement.