Service Providers
At the start of her keynote speech opening the second day of the 2015 NTSA 403(b) Summit, business management speaker Shari Harley stood off to the side of the ballroom, and asked if it was easier for the audience to hear and see her there, or across the room on the stage where everyone was...
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Bipartisan legislation introduced in the U.S. House of Representatives June 4 would allow pension plan participants to be automatically opted in to electronic delivery of documents. And a recent study suggests that the sponsors of the bill have good timing. Rep. Jared Polis (D-Colo.) introduced...
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The Retirement Advisor Council (RAC) announced on March 12 that it has developed a template request for proposal (RFP) for institutions of higher education to use in searching for advisors for their retirement plans. RAC makes the template available free of charge and with no copyright restrictions...
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More than 1,000 school districts will be joining those whose 403(b) and 457(b) services are administered by The OMNI Group, an independent third-party administrator whose services include retirement plan administration. This comes after U.S. Retirement Partners (USRP) acquired CPI Qualified Plan...
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The NTSA Summit is the premier 403(b) and 457(b) forum for education, compliance and sales ideas for producers, providers, agents, broker/dealers, sales and marketing managers, office staff, plan sponsors and other business officials. In 2013, NTSA combined the world class 403(b) Advisor Summit and...
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