NTSA Net Staff
By NTSA Net Staff 4/23/2024
Episode 4
In this episode of the Wowcast, host Randy Aranowitz interviews Tony Schutte, a financial advisor and certified financial planner with EFS Advisors in Minnesota. Schutte discusses his personal and professional background, including how his parents' careers influenced his decision to...
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By NTSA Net Staff 4/18/2024
Longevity and greater spending are “putting the U.S. retirement system under immense strain,” BlackRock CEO Larry Fink wrote in his annual shareholder letter, John Sullivan reports in MarketBeat. He continues that Fink argued that capital markets will be critical in addressing what he called one of...
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By NTSA Net Staff 4/18/2024
Tech Talk discusses investment options for funds in 403(b) plans, which generally are more limited than they are for other qualified retirement plans: they may only be invested in annuity contracts or custodial accounts that hold mutual funds.
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By NTSA Net Staff 4/17/2024
Episode 3
Randy Aranowitz talks with Shannon Suarez, Managing Partner at Reliant Financial Services, about her progression from working with insurance broker-dealers to serving educators in the 403(b) marketplace and how the financial landscape's changes have shaped her approach to service...
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By NTSA Net Staff 4/11/2024
If ever there were any doubts about the benefits of having a formal financial plan to help prepare for retirement, a study by T. Rowe Price on retirement savings and spending puts that to rest, writes Ted Godbout in MarketBeat.
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By NTSA Net Staff 4/11/2024
Tech Talk discusses the plan amendment deadline for pre-approved governmental plans under IRS Revenue Procedure 2023-37.
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By NTSA Net Staff 4/11/2024
Nominations are now being accepted for the American Retirement Association’s 2025 Board of Directors.
Elected at-large members of the Board of Directors serve for one term of three calendar years. Nominees must be nominated by at least two members to be considered.
Submit a nomination today!...
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By NTSA Net Staff 4/4/2024
Tech Talk discusses the interim amendment rules under IRS Revenue Procedure 2023-37.
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By NTSA Net Staff 4/4/2024
While it may come as no surprise, a survey early in 2024 finds that nearly all Americans agree that the financial professional who provides one-time recommendations or other one-time advice about retirement investments should be required to act in their client's best interest, writes Ted Godbout in...
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By NTSA Net Staff 4/1/2024
Episode 2
Randy Aranowitz talks with Mark Malcein, CFP®, AIF, a financial advisor at Kades-Margolis Corporation, about effective strategies for growing your practice from a one-person operation into a thriving, client-focused team.
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By NTSA Net Staff 3/27/2024
Tech Talk addresses the kinds of plan amendments that will not affect an adopting employe’s ability to rely on an opinion letter for a pre-approved plan.
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By NTSA Net Staff 3/27/2024
Millennials are defining retirement by financial independence rather than age, writes John Sullivan in MarketBeat. He cites a survey in which more than half say retirement is defined not by age but by financial independence.
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By NTSA Net Staff 3/27/2024
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March 2024 Episode Description:
With the aging population growing so rapidly and birth rates declining, many industries could face labor shortages. As many employers face a coming wave of baby-boomer retirements, the gaps in...
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By NTSA Net Staff 3/21/2024
Tech Talk addresses the amendments providers are required to make under Revenue Procedure 2023-37 to ensure that the form of their plans continues to satisfy qualification requirements or those of Internal Revenue Code Section 403(b).
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By NTSA Net Staff 3/21/2024
While employers strive to address employees’ evolving needs, the results of a new survey find a disconnect between compensation and benefit offerings and employee preferences, writes Ted Godbout in MarketBeat.
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By NTSA Net Staff 3/14/2024
Tech Talk discusses recurring remedial amendment cycles in light of Revenue Procedure 2023-37.
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By NTSA Net Staff 3/14/2024
Proposals to address the solvency of Social Security are almost as numerous as the warnings about it, writes John Iekel in MarketBeat; he discusses a recent report by the Congressional Research Service that examines the potential impact of some steps that could be taken.
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By NTSA Net Staff 3/7/2024
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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By NTSA Net Staff 3/7/2024
Research that looked at how employers and benefits providers can succeed with Gen Z finds that the generation is not all that different from their older counterparts, writes Ted Godbout in MarketBeat; they want near- and long-term financial security.
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By NTSA Net Staff 2/29/2024
Tech Talk discusses what the expense ratio is and what it expresses.
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