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Tech Talk discusses what agencies and officials have a role in regulating and overseeing 403(b) plans or investment options provided to participants.
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Movement on the issue of allowing 403(b)s to use collective investment trusts (CIT) could happen soon with a possible House vote on the Retirement Fairness for Charities and Educational Institutions Act, an amendment to H.R. 2799, Expanding Access to Capital Act of 2023.
The bill had been...
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Legislation has been entered in the Michigan House of Representatives that would create a retirement program for private-sector employees whose employers do not in the Wolverine State. In the meantime, a bill is before the Minnesota House that would expand coverage under the program they are...
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Student loan debt has long been said to be a drag on retirement saving, and a just-released report adds fuel to the fire, writes John Iekel in MarketBeat.
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Tech Talk discusses what the expense ratio is and what it expresses.
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“This discussion is really a cautionary tale for everybody in this room,” Brad Hope, Managing Partner with OMNI & TSACG Compliance Services, said at the outset of a Feb. 27 general session at the 35th NTSA Summit in San Diego.
It’s about knowing where the industry is going and remembering...
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The Feb. 27 closing general session in San Diego at the 35th NTSA Summit aimed to foster better communication and collaboration between advisors and school business officials (SBO).
The session, featuring Bernie Heffernon, Divisional Vice President with Equitable, and James Rowan, Executive...
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Organizers and attendees of the 35th NTSA Summit honored the 2024 NTSA Elite Advisors in San Diego on Monday. Since the Awards’ 2014 inception, 44 NTSA financial advisors have been recognized with this achievement.
This year’s Elite Advisors are:
Larry Poole, CRES, Robinson and Associates,...
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Are recession fears overblown? Shashi Mehrotra, the Senior Vice President and Chief Investment Strategist at Lincoln Investment, thinks so and came armed with historical data to prove it at a Feb. 26 session of the 2024 NTSA Summit in San Diego, "The Financial Landscape Ahead: AI, Recessions, and...
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“In a study of financial services executives, the more adaptable the individual, the greater their effectiveness is shown by revenue and sales growth. It’s no surprise that, in a constantly changing world, the data shows adaptability is an asset in leadership. It’s also at the heart of innovation...
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Recent Comments
Does the roth requirement for catch-up contributions for people who earned $145,000 apply to 457...
Hi Ed,
I really liked this article and I think you make a lot of sense. And I had no...
I believe there's a misstatement in that last quote - it should refer to governmental and...
Working with several medical providers as clients, I note that the high-end earners tend to push...
Congratulations to NTSAA for landing a good one. Nathan's breadth of experience and...