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Deals & People July 15, 2024
TPA-Advocate Group NIPA Names Next Officers
The institute taps five 2024-2025 board officers.
Reported by Alex Ortolani
The National Institute of Pension Administrators has named five retirement industry leaders as officers.
NIPA, founded in 1983, represents the third-party-administrator industry by providing education, training and designations. The group is made up of 800 member organizations and has a total of 14 board members.
“I look forward to working with the entire board to help our valued members grow their businesses through increased revenue, more efficiencies, world-class education to their employees, best-practice exchanges and deep peer-to-peer relationships,” said Laura J. Rudzinski, executive director of NIPA, in a statement naming the new board officers.
She also thanked outgoing president Shayna Osborne of Osborne & Associates Inc., who will remain on the board as an officer, and outgoing board member Joe Burt, president of Pension Plan Specialists, for 11 years of time on the board. The new officer class includes:
- Ilene Ferenczy, managing partner of Ferenczy Benefits Law Center, will take over as president of the board of directors. Ferenczy’s work includes advocating to the Department of Labor and IRS on behalf of plan sponsors;
- Karyn Dzurisin, the TPA retirement plan counselor lead at Capital Group, will be president-elect for 2024-2025. Prior to joining Capital, she was a sales manager at Baden Retirement Plan Services;
- Osborne, president of Osborne & Associates, will transition to board member as immediate past president. She specializes in profit-sharing, pension, 401(k), cash balance and defined benefit/defined contribution combination plans;
- Heather Windjue, assistant vice president of third-party administration and customer care for Principal Financial Group, will join as chief financial officer. She has spent her career overseeing and managing service and operations teams for recordkeepers and a TPA firm; and
- Andy Lovell, vice president of FuturePlan Initiatives at FuturePlan by Ascensus, will serve as an executive member at-large. He has more than 18 years of TPA experience.