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“How do you wake up Lady Gaga? Poker Face.”
With that groan-inducing dad joke, the 35th Annual NTSA Summit, hosted by the National Tax-Deferred Savings Association, kicked off on Sunday in San Diego, Calif.
The opening general session, Legislative Landscapes: Federal & State Legislative...
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At the 2024 NTSA Summit on Monday, the organization honored Tamara Indianer with the 2024 Bob D. Schiller Award for her nearly three decades of dedication to financial planning, with a particular focus on the retirement sector. Indianer, who has dedicated 24 years to Lincoln Investment, is...
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At the 2024 NTSA Summit on Sunday, Kris Coffey was honored with the 2024 Richard Ford Volunteer Service Award, recognizing her unwavering dedication and substantial contributions to NTSA and community initiatives.
Nathan Glassey, NTSA's Executive Director, highlighted Coffey's instrumental...
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Episode 1
Listen to the first episode of Wowcast 2.0, which features Randy Aranowitz and NTSA Executive Director Nate Glassey. They talk all things NTSA, and Glassey describes his role and responsibilities as Executive Director, as well as the challenges and opportunities conference planning...
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Amid the recent attacks on the 401(k) savings system, the key Senate committee with jurisdiction over ERISA plans to hold a hearing next week to examine what it describes as “confronting the retirement crisis facing working class Americans.”
The Senate Health, Education, Labor, and Pensions (HELP...
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Wowcasts, a series of enlightening discussions with members from both NTSA and ARA, offering an insider's perspective on the intricacies of practice management, are back.
You can access Wowcast 2.0, as well as the rich repository of knowledge contained in the approximately 50 episodes of Wowcast 1...
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On Feb. 20, the American Retirement Association (ARA) sent a letter to the Internal Revenue Service (IRS) that addressed technical issues affecting certain SECURE 2.0 provisions. It noted a few that are of particular relevance to retirement plan sponsors and advisors.
More specifically, the ARA...
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Working for the American worker’s retirement is extremely rewarding and non-stop. February has brought a lot of opportunities to educate in many different directions. From working on Capitol Hill in D.C. to testifying in Washington state, to meeting with individual state legislators in numerous...
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Greater longevity than in the past is a good thing, as is concurrent big picture improvement in finances, writes John Iekel in MarketBeat. He continues that nonetheless, periodic economic challenges do take place, which can spell trouble—especially for retirees who did not save enough.
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Tech Talk discusses the administrative fees 403(b) plan service providers charge.
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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...