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In Part III of the 9th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews Jill Snyder; she discusses what the NTSA means to her. In Part II, Snyder discusses her clients and her approach to serving them and her efforts to be a mentor. In Part I, Snyder provides an... READ MORE
At the final General Session of the 2020 NTSA Summit, “Leveraging ESG to Take Your Practice to New Heights,” William Burckart, President & COO of the TII Project, introduced the audience to the why, what and how of ESG investing, which integrates the environment, social, and governance factors... READ MORE
With the SECURE Act recently enacted and several high-profile issues coming to the fore, 2020 has the potential to be a landmark year, according to a new white paper by MFS. In “Retirement Outlook 2020,” MFS Senior Retirement Strategist Jonathan Barry and DC Strategist Jessica Sclafani warn that... READ MORE
Prior to the technical correction measures in the Job Creation and Worker Assistance Act of 2002, it was necessary to count “non-vested” amounts as contributions in the year vested for purposes of the IRC §415(c) limit. Now, the non-vested contributions will be counted as contributions in the year... READ MORE
Plan administrators must determine whether a domestic relations order is a QDRO within a reasonable period of time after receiving the order. What a reasonable period is will depend on the specific circumstances. For example, a domestic relations order that is clear and complete when submitted... READ MORE
In MarketBeat, John Iekel discusses a recent article that takes a look at decumulation of retirement funds and argues for a strategic approach. READ MORE
Tech Talk addresses whether one can limit what an auditor reviews. READ MORE
Designated Roth accounts are becoming more popular in the 403(b)/457(b) marketplace. As a 403(b)/457(b) retirement trainer, it has become apparent in the time I spend on Roth questions, that agents/advisors are hungry for more education on the topic.   As a result, I was eagerly anticipating the... READ MORE
OregonSaves, the retirement plan run by the state of Oregon for employees whose employers do not offer retirement benefits, has been in operation for two and a half years. Some data has been coming in regarding participation and its impact, but a recently released paper asserts that it’s too soon... READ MORE
A federal judge has ruled on the attorneys’ fees requested by Schlichter Bogard & Denton in a 403(b) university excessive fee suit. In what he described as a “highly complex case with numerous issues that were vigorously contested,” Judge George Levi Russell III of the U.S. District Court for... READ MORE
In a Jan. 27 workshop at the 2020 NTSA Summit in Denver, Susan Diehl started the long process of deciphering the recently enacted SECURE Act.   Diehl’s presentation focused on the Required Minimum Distribution (RMD) rules and the repeal of the stretch IRA. Under the SECURE Act, the age when most... READ MORE
There are as many ways to establish and maintain client relationships as there are advisors and clients – and attendees at the NTSA Summit held in Denver shared those ideas and strategies in a Jan. 27 session. The actions that NTSA members are taking to build their business, retain clients, and... READ MORE
To serve the education sector, it’s first essential to reach its members. In a Jan. 27 session of the NTSA Summit in Denver, two experts addressed how to go about that from different standpoints.   David Lewis, Executive Director for the Association of School Business Officials International, and... READ MORE
A Jan. 27 session at the NTSA Summit focused on ways to better serve clients and build one’s practice.  “My passion is expanding our business and diversifying our business,” said 2019 NTSA President Kris Coffey, who moderated the session. “What do clients need?” she asked the panel, which featured... READ MORE
The winners of the 2020 NTSA Elite Advisor Award, as well as the winners of the Bob D. Schiller Award and the Richard Ford Volunteer Service Award, were honored at a Jan. 27 luncheon at the 2020 NTSA Summit in Denver. 2020 Elite Advisors The winners were chosen from among eight finalists. The... READ MORE
The NTSA Elite Advisors possess a wealth of experience and insight, and two of them shared tips for achieving success in a Jan. 27 session at the NTSA Summit.  Walter “Wat” Keys of CAPTRUST and Robert Young of One2One Wealth Strategies, both 2019 Elite Advisor award winners, offered their insights... READ MORE
Kyla Keck, 2020 President of the American Retirement Association, lauded the NTSA’s and ARA’s efforts in remarks at a Jan. 27 session of the NTSA Summit in Denver. Keck told attendees that she is thrilled that the NTSA is one of the ARA “sister” organizations, and outlined some of the top ARA... READ MORE
Addressing the NTSA Summit in Denver on Jan. 26, American Retirement Association CEO Brian Graff outlined provisions of the new SECURE Act that will affect the 403(b) marketplace along with the rest of the retirement industry. Graff stressed the challenges posed by the current climate in... READ MORE
James Kelleher assumed office as the 2020 NTSA President at a Jan. 26 session of the NTSA Summit in Denver. Kelleher is the Chief Operating Officer at Carruth Compliance Consulting. “If we reach out to more people,” the effect can be exponential and “we can change the narrative” concerning 403(b)s... READ MORE
Speaking at a Jan. 26 session of the NTSA Summit in Denver, NTSA Executive Director Brent Neese outlined recent developments that have affected NTSA members and will figure prominently in 2020.  Neese said that in his 25 years in the tax-exempt marketplace, there has been more change in the last... READ MORE

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