Nevin Adams
By Nevin Adams 9/11/2018
If you are part of the 403(b)/457(b) education market, whether as a financial advisor, product provider, TPA or home office management, NTSA is your industry organization. NTSA has a long history of providing opportunities for industry networking, training and advocacy. In fact, we have 30 years of...
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By Nevin Adams 8/27/2018
The NTSA will celebrate its 30th anniversary during the Summit Conference in Tampa, FL Jan. 27-29, 2019, and will honor its past, present and future.I have been actively involved with NTSA for 28 years. The long list of past presidents, technical experts and other leaders have set the foundation...
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By Nevin Adams 6/25/2018
The ERISA consultants at the Retirement Learning Center Resource regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and other types of retirement savings plans.
A recent call with a financial advisor from Massachusetts...
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By Nevin Adams 6/19/2018
State Legislative Update is an occasional feature that provides the status of bills before state legislatures relevant to NTSA members.
Pension Reform
Colorado. SB 18-200 would allow new employees to choose between the Public Employees’ Retirement Association (PERA) defined contribution plan and...
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By Nevin Adams 5/25/2018
State of the State Houses is an occasional feature that provides the status of legislation before state legislatures relevant to NTSA members.Open Provider AccessOklahoma. Companion bills OK HB 1339 and SB 1056 would modify the Oklahoma Teachers’ Retirement System by authorizing the system to...
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By Nevin Adams 4/19/2018
While the Securities and Exchange Commissioners were hardly unanimous in their assessment, they voted 4-1 to release for public comment a set of proposals to “enhance the quality and transparency of investors’ relationships with investment advisers and broker-dealers while preserving access to a...
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By Nevin Adams 3/19/2018
In May 2017, Iowa Gov. Terry Brandstadt (R) signed HF 569 into law opening up the Iowa teachers’ 403(b) plan to greater competition. The bill requires the Iowa Department of Administrative Services (DAS) to include up to 30 insurance and investment companies in the 403(b) plan. The Iowa Insurance...
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By Nevin Adams 3/19/2018
State of the State House is an occasional feature that provides the status of legislation before state legislatures relevant to NTSA members.
Open Provider Access
Tennessee. TN SB 2016 transfers the administration of 403(b) retirement plans for employees of institutions of higher education from...
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By Nevin Adams 3/13/2018
State House Update is an occasional feature that provides the status of legislation before state legislatures relevant to NTSA members.Pension ReformKentucky. Kentucky Senate Bill 1 would create a hybrid cash balance plan for teachers and cuts teachers’ cost of living adjustment among other...
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By Nevin Adams 10/17/2017
Why take time away from your office to participate in the NTSA Summit? There are a lot of good reasons — here are three.It’s hard to find a good time to be out of the office — but if you’re a 403(b) or 457 retirement plan professional, your participation at the NTSA Summit can pay off in amazing...
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